Knowing Me, Knowing You
Knowing Me, Knowing You – The Podcast For The Future of Wealth Management
The Knowing Me, Knowing You Podcast is where forward-thinking wealth managers, tech innovators, and engaged clients come together to explore the future of client discovery and engagement to drive growth.
Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth.
Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money and purpose—this podcast is for you.
Better conversations. Smarter decisions. Stronger connections. Subscribe now.
Knowing Me, Knowing You
34. Alignment is in the Eye of the Beholder: A Conversation on Values-Based Investing with Nick Flores
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
ESG —Environmental, Social, and Governance— is a dirty word. “Socially Responsible Investing” never really caught on. It’s enough to cause socially minded advisors and investors to throw up their hands. What’s next for advisors who want to provide clients with a values-driven option?
In this episode, we sit down with Nick Flores, Partner at Capricorn Investment Group, as he explains how impact investing has picked up where ESG left off and what makes it different – and why he believes the practitioners of ESG dug their own graves.
Connect with us!