Kacie Swartz and Haleh Moddasser, both financial advisers, join Steve Lamb for a conversation about how integrating ESG practices can be a huge opportunity to pull new women into the field, retain and grow those who are already here, and help all women advisers thrive. As Kacie summarizes, the industry needs to get women to understand that it’s not about greed and helping the rich get richer, it has a higher purpose, and ESG helps women tell that story.
Can ESG help women advisers succeed?
Two advisers talk about how integrating ESG can be an opportunity to pull more women into the field.
