The advisor’s first interest should not be the value of the portfolio but the values that created the portfolio.
Recently at a think tank in the ESG space (Environmental, Social Governance) one of the founders of a fund asked, “Are you proud to own the companies you’ve invested in?” I think we are very early on the path of personal alignment between a person’s means and their sense of meaning. ESG and SRI funds are just a couple of examples of the quest to express our inner selves on our balance sheets. I suspect that most thinking and conscientious folks (the kind of people you want to work with) are seeking deeper levels of alignment between the investments they own and the values that they have followed to create the life they’ve desired. Life-Centered Planners are here to help find answers to questions like, “Are your account values aligned with your personal values?”
Click here to learn more about ROL Advisor’s digital discovery tools, then sign up for a 7-day trial to become a better Life Centered Financial Planner, and finally, schedule a demo.