41 min

#19 Growing Your Money With Your Community Through ESG w/ RJ Devick, Partner/Financial Advisor at Bond & Devick Wealth Partners Financial Advisor's Workshop with Brian Kasal

    • Investing

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” by going to https://financialadvisorsworkshop.com/

RJ Devick (@luddite1984) has been a Financial Planner for more than 25 years, specializing in investment management, Sustainable, Responsible, and Impact Investing and retirement planning. RJ joined Penny Bond & Associates in 1993 and became a partner in 2001. RJ Devick talks about the need for ESG Investments and how they found a niche in people whose social and political beliefs aligns with their company’s goals and values.

https://www.linkedin.com/in/rjdevick/

https://www.bondanddevick.com/

https://twitter.com/luddite1984

https://www.bondanddevick.com/podcasts

To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

TikTok: https://www.tiktok.com/@FAWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

Twitter: https://twitter.com/FAsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” by going to https://financialadvisorsworkshop.com/

RJ Devick (@luddite1984) has been a Financial Planner for more than 25 years, specializing in investment management, Sustainable, Responsible, and Impact Investing and retirement planning. RJ joined Penny Bond & Associates in 1993 and became a partner in 2001. RJ Devick talks about the need for ESG Investments and how they found a niche in people whose social and political beliefs aligns with their company’s goals and values.

https://www.linkedin.com/in/rjdevick/

https://www.bondanddevick.com/

https://twitter.com/luddite1984

https://www.bondanddevick.com/podcasts

To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

TikTok: https://www.tiktok.com/@FAWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

Twitter: https://twitter.com/FAsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

41 min