In this episode of "Your Stake Your Story", Nycole Freer, founder of Eden Financial, shares her journey from working at JP Morgan to starting her own financial planning firm. She talks about the challenges of working at a big brokerage firm and how she wanted to write a book and do social media, which was not possible due to conflicts of interest. Nycole also discusses the importance of educating clients to become more confident in their financial decisions and highlights the value of values-based investing. This episode provides insights into best practices for financial advisors and highlights the benefits of prioritizing client needs.
[00:01:05] Priorities shift during pandemic.
[00:04:11] Children's book on financial education.
[00:08:10] Values as a big deal.
[00:11:36] Emotional safety in investing.
[00:17:56] ESG and financial performance.
[00:19:59] Values based investing future.