Can ESG help women advisers succeed?

<p>In this episode, you’ll hear about: </p><p>-The current state of women advisers</p><p>-The a-ha moments for Haleh and Kacie and why they became ESG advisers</p><p>-How utilizing ESG has helped them succeed</p><p>-How ESG practices can keep women in the advisory space throughout their careers</p><p>-The power of values-based client relationships that are at the heart of sustainable investing, and why that is opportunity for women advisers</p><p>-Outlooks for sustainable investing in 2022</p><p><a href="https://www.investmentnews.com/esg-study-shared-with-sec-reveals-fund-labels-are-often-useless-215719" target="_blank">ESG study shared with SEC reveals fund labels are often useless</a></p><p>Guest Bios:</p><p><a href="https://stearnsfinancial.com/haleh-moddasser.html" target="_blank">Haleh</a> (pronounced Holly) Moddasser is the senior vice president and lead advisor of our Chapel Hill office, where she works with clients of all ages and in all stages of life. Haleh also leads Stearns women’s advisory practice where she focuses on issues surrounding women and finance, as well as ESG investing as a tool for creating social change. She is the author of two books; Women On Top: Women, Wealth & Social Change and Gray Divorce, Silver Linings: A Woman’s Guide to Divorce After 50 (Stearns Financial Group Field Guide Series Book 1). Haleh speaks at local and national events and serves as a media resource on a wide range of financial topics. Prior to joining SFG in 2011, Haleh used her CPA credential at Price Waterhouse Coopers and in a treasury and finance role at a public company.</p><p><a href="https://stonewealthatx.com/about/our-team" target="_blank">Kacie Swartz</a> has been helping individuals and families pursue financial independence as a CERTIFIED FINANCIAL PLANNER™ practitioner since 2012. Kacie is an advocate of socially responsible investing and is a frequent public speaker promoting general financial literacy and educating investors about sustainable investing. Her background in investment education makes