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.