How Financial Advisors Can Use Proxy Voting As A Service To Level Up Modern Financial Advisor

Simon Zais, a senior manager at Egan-Jones Proxy Services, joins Mike Langford on the Modern Financial Advisor Podcast to discuss the importance of "proxy voting as a service" for financial advisors. They explore how proxy voting can help advisors deliver a higher level of service to their clients and align their portfolios with their clients' values and goals.


Resources Mentioned In This Episode:


MFA Episode featuring Pete Krull of Earthy Equity AdvisorsEngine No. 1 vs Exxon - Simon mentioned this case as an example of proxy voting driving change at a company.Simon's article titled "Hearts, Minds, and Votes: Where Smarter Wealth Managers Win"

Chapters


00:00 Introduction: Proxy Voting as a Service


06:03 Aligning Portfolios with Values and Goals


10:22 Proxy Voting and Making an Impact


23:04 The Growing Influence of Retail Votes


23:34 The Growing Influence of Retail Investors in Proxy Voting


26:01 Aligning Proxy Voting with Client Values and Goals


28:18 The Importance of Meaningful Conversations with Clients


31:38 Taking Action on Proxy Voting to Deepen Client Relationships