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Episode 35 – 7 Tips For Choosing The Right Financial Advisor

Episode 35 – 7 Tips For Choosing The Right Financial Advisor

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While many believe that they can handle their finances just as well, or even better, than a financial advisor, the truth is that your finances will likely see better progress with the help of a trusted advisor.

To help you find the best advisor for you, Kimberly Griego-Kiel draws upon her experience in the financial services and impact investing industries to outline seven considerations to keep in mind during your search for your next advisor.

In this episode, you will learn:

  • Why a proper financial advisor will never promise potential returns
  • How to find an advisor that fits your business and investment needs 
  • Why your advisor should be a fiduciary  
  • The difference between a financial planner and a broker 
  • And more!

Tune in to discover how working with an advisor can lead you to better long-term results! 

Resources:  Horizon Sustainable Financial Services: (505) 982-9661 | info@horizonssfs.com  | Facebook 

 

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Episode 34 – Meet Horizons’ Newest Team Members — With Bryanna Briley & Paul Perret

Episode 34 – Meet Horizons’ Newest Team Members — With Bryanna Briley & Paul Perret

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“Great things in business are never done by one person. They are done by a team of people.” – Steve Jobs 

Meet Horizons Sustainable Financial Services’ newest team members, Bryanna Briley and Paul Perret!

In this episode, get your official introduction to Bryanna and Paul and discover who they are both professionally and personally — and why they’ve joined the Horizons family.

In this episode, you will learn:

  • How Paul acquires new clients in Alabama 
  • Bryanna’s insight on entering the socially conscious side of the financial industry
  • Paul’s financial philosophy 
  • About Paul and Bryanna and their proudest achievements 
  • And more!

Tune in now to meet Bryanna and Paul and to learn how they will help Horizons clients join their financial goals with their personal values!

Resources:  Horizon Sustainable Financial Services: (505) 982-9661 | info@horizonssfs.com  | Facebook | Bryanna Briley 

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Episode 33 – HIP Investing: Making Money While Doing Good – With Paul Herman

Episode 33 – HIP Investing: Making Money While Doing Good – With Paul Herman

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There are many investing approaches you can use to invest in a way that will not only align with your goals, but also with your values.

Today, Kimberly Griego-Kiel joins HIP Investor’s founder and CEO, Paul Herman, to explore his unique investing process. Paul discusses how HIP investing can pursue both human impact and profit and reveals how he rates companies around issues such as health, wealth, earth, equality, and trust.

In this episode, you’ll learn:

  • The five pillars of HIP investing
  • How HIP investing benefits companies and their employees 
  • Paul’s take on HIP’s climate change scoring and its ripple effect on humanity  
  • How Paul found his passion for impact investing
  • And more!

Join Kim and Paul now and discover the power of HIP investing!

Resources: Horizon Sustainable Financial Services: (505) 982-9661 | info@horizonssfs.com  | Facebook | HIP Investor | The HIP Investor: Make Bigger Profits by Building a Better World | Global Handbook of Impact Investing: Solving Global Problems Via Smarter Capital Markets Towards A More Sustainable Society

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