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
Tune in to discover how working with an advisor can lead you to better long-term results!
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
Join Kim and Paul now and discover the power of HIP investing!