Tag: Impact Investing

FEATURE
Brand Building With Tony Stich (28)

Brand Building With Tony Stich (28)

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Building a brand is like building a great house, it needs to start with a strong foundation, you need structure, you need rooms to grow into, but you also need a little polish, and a splash of color.

When creating a brand from the ground up, it is crucial to stand out from the crowd as it can draw in customers or completely deter them away.

In this episode, Matt Ackermann is joined by Tony Stich, executive at InvestCloud. Matt and Tony discuss how to position yourself when you are creating a brand, how to identify your audience and what they expect from your brand, as well as how you can use one defining element to center your brand around. 

Tony Stich discuss:

  • Common mistakes advisors should look out for when creating their brand
  • How a brand comes to life through the community it fosters
  • How Tony’s defining characteristic has helped him build connections
  • Marketing tactics to draw in long-lasting customers rather than just sales
  • And more

Connect With Tony Stich:

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About our Guest: 

Anthony Stich (Mr. Purple) has one goal: to develop a team of exceptional customer experience leaders across the globe, empowering them with the latest industry-leading methodologies in strategic planning, customer success, and business development to successfully grow NaviPlan, the leading provider of SaaS technology solutions for the financial services industry, into a global brand. Published in numerous global outlets including the Journal of Financial Planning, Wealthmanagement.com, Investopedia, and bobsguide as well as being featured on Reuters, FinTech TV, Financial Advisor IQ, Asset TV, and Bank Bosun, Anthony has swiftly become a thought leader in the FinTech space, providing compelling statistics, a thought-provoking perspective, and much-needed humor in a rapidly-changing industry.

Prior to NaviPlan, Anthony spent most of his career in the financial services industry, leading the marketing group at Bank Mutual as well as performing national marketing and go-to-market functions between his roles at Guaranty Bank and AIG VALIC.

Disclosure:

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

Anthony Stich,Investcloud, NaviPlan and Integrated Partners are separate entities and are not affiliated with LPL Financial.

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FEATURE
Behavioral Finance Mindset With Eric Clarke and Daniel Crosby (27)

Behavioral Finance Mindset With Eric Clarke and Daniel Crosby (27)

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When choosing financial advisors to invest with, it is important they care about your wants and needs when trusting them with your finances. Start with Orion Advisor Services. 

In this episode, Matt Ackermann is joined by CEO of Orion Advisor Services, Erik Clarke and Chief Behavioural Officer Daniel Crosby. Erik and Daniel discuss the behavioural mindset approach they use when interacting with and ultimately investing for clients. They reveal the importance of trusting your financial advisor and how they create long-lasting relationships with their clients. 

Erik Clarke and Daniel Crosby discuss:

  • How their advisors have enhanced their value proposition through a behavioural mindset 
  • Ways you can “future proof” your business
  • How important it is to create a level of trust between clients and financial advisors
  • How to maximize your impact through investing
  • And more

Connect With Erik Clarke and Daniel Crosby:

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About Our Guests:

Erik Clarke, CEO of Orion Advisor Services has been working with fee-based investment advisors, supporting their portfolio accounting needs for over 15 years. Prior to Orion, Erik has had experience serving on several advisory boards including the Ameritrade Advisor Panel, Rydex Financial Services Advisory Board, NorthStar Financial Services Group and many more. 

Dr. Daniel Crosby is a psychologist and behavioural finance expert who helps organizations understand the intersection of minds and markets. Within this, Dr. Daniel Crosby constructed the “Irrationality Index”, a sentiment measurement that gauges greed and fear in the marketplace from month to month. His work has been featured in the Huffington Post, Risk Management Magazine, as well as his monthly columns for WealthManagement.com and Investment News. Additionally, Dr. Crosby recently co-authored a New York Times Best-Selling book titled ‘Personal Benchmark” Integrating Behavioural Finance and Investment Management. 

Together, Erik and Daniel are working to create a different approach to financial advising that also considers behavioural mindsets, the risk and anxiety around money, as well as the way COVID has impacted people’s daily stressors surrounding finances. 

Disclosure:

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

Erik Clarke  is Chief Operating Officer of Orion Advisor Services and Dr. Daniel Crosby is Chief Behavioural Officer of Orion Advisor Services and are separate entities and not affiliated with Integrated Partners and LPL Financial.

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FEATURE
26. Real Impact With Investments With Gabe Rissman

26. Real Impact With Investments With Gabe Rissman

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Everyone wants to have some kind of impact on the world. Start with your own portfolio. 

In this episode, Matt Ackermann is joined by president of YourStake.org, Gabe Rissman. Gabe discusses creating an impact through investments and how your portfolio can reflect your personal views. He reveals the struggle of convincing clients that ESG is real and how his company helps clients discover what their true values are for investments.

Gabe Rissman discusses:

  • What it means to make an impact through investments
  • How your investment portfolio reflects your values
  • The concerns about what is real within ESG investing
  • How to maximize your impact through investing
  • And more

Connect With Gabe Rissman:

Connect With Matt Ackermann:

About Our Guest:

Prior to founding YourStake, co-founders Gabe Rissman and Patrick Reed met as student environmental advocates at Yale, working to persuade the endowment to shift away from fossil fuel investments. With his student club, Gabe became the first student to file a shareholder resolution, asking ExxonMobil to cease donations to climate deniers, which succeeded in the subsequent year. 

Disclosure:

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

Gabe Rissman president of Your Stake and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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