Why Asking The Right Questions About Your Client’s Values Often Leads to Higher Quality Financial Advice
Description
Jason Britton, CEO of Reflection Analytics joins Mike Langford to discuss the transformative power of values-based investing. They explore how financial advisors can help clients align their investment portfolios with their personal values, moving beyond traditional metrics of financial success. The conversation delves into the evolution of financial advice, the importance of understanding client values, and the challenges of navigating polarized discussions around investment choices. Jason emphasizes the need for genuine discovery in client conversations and the role of behavioral economics in understanding client motivations.
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Chapters
00:00 Introduction to Values-Based Investing
02:51 The Evolution of Financial Advice
09:22 Defining Values in Investing
15:11 The Importance of Discovery in Client Conversations
20:38 Navigating Polarization in Values Discussions
27:10 The Complexity of Values-Based Investing
29:02 The Pursuit of Consistency Over Perfection
30:53 The Role of Corporations in Society
32:42 The Myth of a Free Market
34:37 Subsidies and Public Good
36:33 The Value of Innovation and Risk
38:30 Wealth Creation and Shared Value
40:54 The Interdependence of Corporations and Society
42:47 Personal Values in Investment Decisions
44:40 The Future of Values-Based Investing
46:38 Engaging Clients in Financial Conversations
50:55 The Dual Nature of AI and Technology
United States
