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S1E17 James O'Reilly
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In this week's episode, Nathan and Jordan speak with James O'Reilly of Northeast Wealth.
James - a long-time challenger of the standards in financial advice - discusses:
- The uniquely tantalising idea of Budget night in a house full of financial advisers.
- His path to building a practice aligned with his values, beliefs and priorities.
- The small steps they took as they made the BIG decision to only work with ethically aligned investments.
- The opportunity financial advisers have ahead of them to intentionally build a practice that leaves a legacy they can be proud of.
- The mechanics of helping clients identify their own ethical priorities - and translating them into sensible, useful investment decisions.
James is an outstanding adviser with a powerful, unique perspective on advice, business and life. Tune in to learn more and maybe pick up a few things you can take back into your own practice.
You can find James on LinkedIn, or via the Northeast website.
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