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Inside the Flows - Episode 18
In this episode of Inside the Flows, Iyassu sits down with Tom Nowak, founder of Quantum Financial Planning, to discuss how advisors can build successful practices by finding a meaningful niche and staying true to their mission. Drawing from his background as a scientist and longtime financial planner, Tom shares how specializing in sustainable, values based, and vegan investing helped him create a practice centered on clients who shared his perspective, while offering practical advice for the next generation of advisors looking to differentiate themselves.
00:00 Intro
04:36 Building a Sustainable Investing Niche
12:10 Advice for Next-Generation Advisors
18:28 Weekly Recap: Climate, Housing & Retirement
30:45 Employee Benefits, Inequality & Long-Term Care
42:03 ESG and Impact Investing for Family Offices
49:53 Looking Ahead and Closing
Links to Tom's books:
Low Fee Vegan Investing, Taking veganism to the next level
https://www.amazon.com/dp/1492802972
Low Fee Socially Responsible Investing: Investing in your worldview on your terms
https://www.amazon.com/dp/1468033794/r
#wealthmanagement #sustainability #humaine #401k #retirement #retirementplanning
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229
View all episodes
By InflowsIn this episode of Inside the Flows, Iyassu sits down with Tom Nowak, founder of Quantum Financial Planning, to discuss how advisors can build successful practices by finding a meaningful niche and staying true to their mission. Drawing from his background as a scientist and longtime financial planner, Tom shares how specializing in sustainable, values based, and vegan investing helped him create a practice centered on clients who shared his perspective, while offering practical advice for the next generation of advisors looking to differentiate themselves.
00:00 Intro
04:36 Building a Sustainable Investing Niche
12:10 Advice for Next-Generation Advisors
18:28 Weekly Recap: Climate, Housing & Retirement
30:45 Employee Benefits, Inequality & Long-Term Care
42:03 ESG and Impact Investing for Family Offices
49:53 Looking Ahead and Closing
Links to Tom's books:
Low Fee Vegan Investing, Taking veganism to the next level
https://www.amazon.com/dp/1492802972
Low Fee Socially Responsible Investing: Investing in your worldview on your terms
https://www.amazon.com/dp/1468033794/r
#wealthmanagement #sustainability #humaine #401k #retirement #retirementplanning
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229