Insights from the Experts - Sustainable Financial Planning

Financial Planner Life Podcast

This week on the Financial Planner Life Podcast we have a special feature episode on all things sustainability in the world of Financial Services!

We revisit some expert guests, in conversation with our very own Charlie Scott, discussing the past, present and future of the topic of sustainability in the context of Financial Planning. Some of the episodes featured and topics discussed include:

Ep.95 with Tom Jaffrey – Changes in attitude toward sustainability between generations.

Ep.88 with Rebecca Kowalski – How client conversations have shifted toward climate change over time.

Ep.118 with Jai Street – Having the right mindset within your business to have a positive impact.

Ep.90 with Charlotte O’Leary – Investing for the future generation.

Ep.120 with Seb Elwell – The climate crisis is everyone’s responsibility

This episode is a great way to take a look at how the Financial Planning Profession is helping change the world for the better, and how the future of the industry will be heavily driven by sustainability. As our very own Charlie Scott once said: “If you want to make a change in this world, go to where the money is and start there. That way you’ll have maximum impact from the outset.”
00:00:00 | Intro

00:01:43 | Tom Jaffrey

00:04:48 | Rebecca Kowalski

00:09:53 | Jai Street

00:15:10 | Charlotte O'Leary

00:21:08 | Seb Elwell

00:26:27 | Final thoughts
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