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Money Matters Episode 316 - ESG, SRI, and Beyond with Melissa Reaktenwalt
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תוכן מסופק על ידי Christopher Hensley. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Christopher Hensley או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
In this insightful episode of the "Money Matters" podcast, financial advisor Melissa Reaktenwalt shares her 18-year journey in the wealth management industry. She discusses her transition from the credit union sector to owning her own firm, the significance of ESG and SRI principles in values-based investing, and her role as a public speaker. Melissa's experiences provide invaluable insights into navigating diverse financial channels and incorporating sustainable investing options.
This episode also explores diversity in the financial sector, highlighting Melissa's perspective as a minority professional and her "earn all you can, save all you can, give all you can" mantra, making it a must-watch for financial advisors and clients alike.
00:00 Opening Thoughts on Diversity in Financial Services
00:44 Introducing Melissa B. Reaktenwalt: A Financial Industry Veteran
01:53 Melissa's Journey: From Entry to Expertise
03:18 The Evolution of Wealth Management with Melissa
04:37 Melissa's Public Speaking Journey: From Moderator to Keynote Speaker
07:50 Navigating Career Paths: Credit Union to Independent Advisor
11:52 Diversity and Inclusion in the Financial Industry: A Personal Take
14:48 Incorporating ESG and SRI into Wealth Management
17:46 The Importance of Financial Education in Melissa's Practice 19:25 Melissa's Personal Money Mantra and Professional Approach
20:49 Industry Trends and the Future of Financial Advising
23:49 Closing Remarks and Where to Find Melissa
https://www.eviefinancial.com/
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