<p>Many of us don't think often about our values, but they can play a role in how we think about our money. Jan shares ideas about how to connect a client's values to the kinds of investment strategies they should consider.</p>

Many of us don't think often about our values, but they can play a role in how we think about our money. Jan shares ideas about how to connect a client's values to the kinds of investment strategies they should consider.

How Valuable are Values: Part 1

Once investors realize that they are responsible for their own financial security, the first gift they should give themselves is a financial advisor. In this podcast, we share ways advisors can speak to clients who have decided it's time to put themselves first and are saying, "#NowMe".

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How Valuable are Values: Part 1

How Valuable are Values: Part 1