Shows
The Advisor Lab by CIONEpisode 156 Investing is Personal: Building Deep Advisor-Client Relationships with Innovative AutomationWe sat down with Gabe Rissman, co-founder and President of YourStake. Gabe has created a firm with a vision of simplifying advisors' work and enhancing the client journey to drive personalized investing. YourStake began with the “NoScore” data approach in 2020 to offer a transparent alternative to traditional ESG data. Today, it offers a suite of AI-driven solutions for every part of the advisor-client relationship.2024-12-0536 min
Dollars & Change: The Expert's Guide to Sustainable and Responsible InvestingDollars & Change - Episode 17 Featuring Gabe RissmanPeter Krull engages in a dynamic conversation with Gabe Rissman, co-founder of YourStake, a platform designed to harness the power of data to drive impactful, sustainable investing. The episode focuses on how data is shaping the future of ESG investing and the importance of transparency in aligning investment portfolios with values.2024-12-0425 min
Planet Profits PodcastYour Values & Your Money with Gabe Rissman of YourStakeGabe Rissman, Co-Founder and President of YourStake, shares his journey into sustainable investing and the mission of his company.
Takeaways
YourStake helps investors assess the alignment of their portfolios with their values -- not those of a rating agency --through a behavioral values questionnaire and diagnostic tools.
The most common values investors look for are fossil fuel exposure, gender equality, tobacco exposure, weapons exposure, and geographical exposures.
What we invest in -- or divest from -- impacts the climate crisis by changing corporate behavior and also the law.
Artificial intelligence...2024-09-1035 min
Aligned Money ShowAI and Personal Finance with Gabe RissmanWe focused on AI and personal finance, the current uses of AI by financial advisors, where this exciting technology is headed, whether or not financial advisors will be replaced in the future, and what’s next, with Gabe Rissman, CoFounder and President of YourStake.
Listen to hear a difference-making tip on why you shouldn’t take anyone’s advice!
You can learn more about Gabe at YourStake.org, X, YouTube, and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneys...2024-08-2224 min
YourStake, YourStoryEP 22: The PAX Principles: Darryl Lyons, CEO, on building his firm with intention and incorporating Biblically Responsible InvestingFrom Mobile Home to Financially Home: Darryl's JourneyDarryl shares his personal journey growing up in a mobile home to eventually founding PAX Financial Group. He recalls, "I was edging the skirting of our mobile home. And if you get too close to the skirting, you crack it. And so I just thought, how do people have houses with foundations? I just became curious about money."While biblical values were not originally a focus, about five years ago Darryl had an awakening to fully live out his faith, making Biblically Responsible Investing (BRI) core to...2024-04-1121 min
The Disruption Is NowThe New Wave in Financial Services Efficiency and Client EngagementIn a fascinating exploration of artificial intelligence's role in financial services, Gabe Rissman of YourStake, unpacks how AI technologies are streamlining the advisory process from onboarding to ongoing client management. We delve into the transformative ways AI tackles the industry's most manual and tedious tasks, freeing advisors to focus more on client relationships and strategic advice. Rissman shares insights into YourStake's innovative solutions, including document extraction and AI-assisted portfolio chats, that are setting new standards for efficiency and personalized service in the financial sector.2024-03-2737 minYourStake, YourStoryEP 21: The Queen Bee of ESG: Paula Glick on Honeytree's Disciplined, Integrated ApproachThe Journey to Intentional ESG IntegrationPaula discusses her early career experiences at ESG research firms Sustainalytics and MSCI, which illuminated opportunities to more systematically and holistically weave ESG into the investment process. Rather than relegating ESG to a siloed, reactive overlay, Paula set out to put ESG factors on equal footing with traditional financial metrics.Honeytree's Investment ProcessIn part of this episode, Paula dives into the details of Honeytree's two-phase investment process.1. Applying 25 ESG qualification criteria to filter a broad index down to a concentrated set of companies2024-03-2723 min
Smarter Planner PodcastThe Future Is Now: How Planners Are Using AI - Gabe Rissman [Founder]Host Belle Osvath, CFP® interviews Gabe Rissman, Co-Founder and President of YourStake a company that is utilizing AI to transform the planning industry. LinkedIn: https://www.linkedin.com/in/gabe-rissman-127ba369/ www.yourstake.org --- FPA NCA News & Events: fpanca.org --- The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or s...2024-03-2017 min
Real Leaders PodcastEp. 453 Gabe Rissman, Co-Founder & President of YourStakeGabe Rissman is the Co-Founder & President of YourStake, which provides the #1 rated tools financial advisors need to help provide personalization to their client’s investments.
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Read the Magazine and Join the Community for Impact: https://real-leaders.com
Apply for the The 2025 Real Leaders Impact Awards: https://real-leaders.com/impact-awards-application/2024-03-0144 minYourStake, YourStoryEp 20: Hospicing the Old, Midwifing the New: Building the Financial Future with Angela Barbash, CSRIC, CoFounder & CEO at ReValue InvestmentsRevalue is a values-driven investment firm founded in 2013 by Angela Barbash, an experienced investment advisor with over 20 years of service. The firm's mission is to assist individuals in aligning their finances with their values by divesting from the extractive economy and investing in the regenerative economy.Revalue focuses on providing investment options in the public markets that support impact-oriented communities and organizations. They work closely with clients to identify their desired impacts and narrow down their investment preferences, including the type of organizations, investment structures, and specific impact areas such as community development, renewable energy, or local...2024-02-1423 minYourStake, YourStoryEp 19: Harnessing unique data to develop competitive advantages with Bill Davis, Founder & Portfolio Manager at Stance CapitalWelcome to the latest episode of "Your Stake, Your Story," in this episode we welcomed Bill Davis, the founder of Stance Capital. With our co-founder and host, Gabe Rissman, the discussion navigates through Bill's unique career path, which spans from the direct mail industry to renewable energy, ultimately leading to his groundbreaking work in applying complex data models to ESG investing. His expertise sheds light on the intricate dynamics of the ESG landscape, and the challenges and triumphs in aligning investment strategies while finding ways to incorporate values without compromise into the portfolio-building process."You can't scale...2023-12-1931 min
The Customer Wins[AI Series] Thriving as a Financial Advisor Using AI-Powered Tools With Gabe RissmanGabe Rissman is the Co-founder and President of YourStake, a firm that provides technology solutions that power personalization for advisors. He holds a BS in computational astrophysics from Yale, where he also led Yale's fossil fuel divestment movement and managed the Socially Responsible Investing Fund. Under his leadership. Gabe is a board member of the Intentional Endowments Network and a member of the Adasina Social Justice Index Committee. He was named 30 under 30 in Socially Responsible Investing and is a WealthManagement.com 2022 Ten to Watch. In this episode… As a financial advisor, growing your pr...2023-11-2035 min
Money ConsciousWe Explore ESG Investing with YourStake’s Co-Founder Gabe RissmanIn Money Conscious Episode 18: We Explore ESG Investing with YourStake’s Co-Founder Gabe Rissman, you’ll hear from Gabe, who is both co-founder and president of YourStake, about the passion that drove him to start the company. You’ll also find out more about YourStake – a fantastic tool that uses trusted public sources to gather data and evaluate companies based on important values such as supporting the environment, gender and racial equity, healthy living, and others.Included on the panel from the Millstone Evans Group are Sacha Millstone, President and the podcast host who has been...2023-09-0537 minYourStake, YourStoryEp. 18 - From JP Morgan to Eden Financial: A Journey of Entrepreneurship and Impact - ft. Nycole Freer, CFP, BFA[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.
2023-05-1720 minYourStake, YourStoryEp. 17 - Achieving Sustainability with System Change Investing. - ft. Frank Dixon of Global System Change[00:01:28] System Change Investing. [00:03:53] Economic and political systems. [00:07:27] System Change Investing.[00:14:19] Corporate Support for Climate Policy. [00:17:32] Financial Advisors and System Change. [00:22:16] Using capital markets for sustainability.
2023-05-0422 minYourStake, YourStoryEarth Day Special! Ep. 16 - Are your portfolios tobacco free? - ft. Rebecca Brown CFP, of Tobacco Free Portfolios[00:02:31] Financial advisors and tobacco-free. [00:04:35] Tobacco's unsustainable impact. [00:08:42] Youth and tobacco industry marketing. [00:13:21] Harmful effects of smoking. [00:17:48] Tobacco-free finance pledge. [00:22:20] ESG ratings for tobacco companies. [00:26:31] Tobacco-free investing.
2023-04-1927 minYourStake, YourStoryEp. 15 - Being financial activists - ft. Maureen Maguire, CFP, AIF, and Vanessa Jilot, CFP, CRPC, of Terra Blue Wealth ManagementIn this episode of Your Stake Your Story, we are joined by Maureen Maguire, CFP, AIF, and Vanessa Jilot, CFP, CRPC, the founders of Terra Blue Wealth Management, an ESG-only wealth management firm. Together they discuss how they met and founded Terra Blue, how they look at ESG investing, the role of activism and politics in investing, and share their experiences serving clients across wide generation gaps to accomplish the same goal: protect the planet, and have a strong financial future.In this episode, Gabe, Vanessa, and Maureen discuss:How Maureen and Vanessa tackle E...2023-04-0528 minYourStake, YourStoryEp. 14 - How aware of investment harm are you? - ft. Marco Vangelisti, CFA, founder of EK4TWhen Marco Vangelisti first started in finance, he was part of a Quant Team using performance analysis tools and optimization packages for Wall Street portfolio managers. Soon after, Marco managed investment equity portfolios on behalf of large foundations and endowments focused and was part of a $20 Billion emerging market equities, long-only, strategy that had the best 10-year track record at the time, and outperformed their index by 13%. His model worked, and the team delivered fantastic returns to his clients, including environmental foundations.However, as time went on and Marco explored the stocks behind the portfolio, h...2023-03-2239 minYourStake, YourStoryEp. 13 - How to serve a diverse set of clients and advisors through strong data, and comprehensive manager due diligence - ft. Fabian Willskytt, Associate Director at Align ImpactFabian is an Associate Director at Align Impact, leading public markets research primarily across areas of fund manager selection and due diligence, leading reporting on financial and impact factors, and finally leading portfolio construction and implementation of client portfolios for both clients and B2B partners.
Listen to Fabian and Gabe discuss the important area of Fund Manager Due Diligence, how to utilize engagement as a way to drive change, and how firm commitments to ESG topics can lead to greater management for investment products.
In this episode, Fabian and Gabe discuss:
How Fabian got into this industry after a...2022-12-1432 minYourStake, YourStoryEp. 12 - An often overlooked mega-trend: Planet-based proteins - ft. Elysabeth Alfano, CEO, VegTech Invest Elysabeth Alfano, CEO of VegTech, is the fund manager and advisor to the world’s only plant-based ETF, EATV. She is driven and passionate about addressing climate change in a matter of years not decades. Often, many reports say we have till 2050, but she argues that we need to look at 2030 as the date we need new systems in plate to reap the existential rewards by 2050. While many issues related to climate change like renewable energy and green transportation are imperative to a healthier planet, looking at how agriculture contributes 14.5% of the world’s greenh...2022-11-3026 min
The Socially Inspired InvestorHow Do Socially Inspired Investment Themes Differ And Why Is That Important?Episode 7 - Season 2 of the Socially Inspired Investor
How do Socially Inspired Investment themes differ and why is that important? - In this episode Gabe Rissman, President and Co-Founder of YourStake, shares his thoughts in a discussion with host, Pat O'Neill.2022-11-2123 min
EO Radio ShowBasics of Impact Investing: A Conversation About Investment Policies and Evaluation Metrics for ESG InvestorsWelcome to EO Radio Show – Your Nonprofit Legal Resource. In this episode, we address the fiduciary duty of a nonprofit board when setting its investment policies and how to think about impact investing in the context of a diversified investment portfolio. I'm delighted that we can take this opportunity to bring you a conversation with Craig Ayers, Senior Vice President and Senior Portfolio Manager at Whittier Trust Company and Gabe Rissman, President and Co-Founder of YourStake. Craig will tell us about the modern portfolio manager's approach to integrating impact investments in a prudent portfolio and Ga...2022-09-2634 minYourStake, YourStoryEp. 11 - How beekeeping brought me into ESG investing- ft. Jonathan Kvasnik, ChFC of Cherokee Investment ServicesBeekeeping also created an opportunity for clients of his to shift investments into ESG funds, every year, Jon would give each client a small jar of his honey, and there sparks a curiosity around how the honey was made, sharing ideas on how bees connect to the environment, societies and even governance bring clients to say, “I like this idea and I didn’t think I could put money into issues that I care about, so how can I make this work?”For many clients, starting a conversation around do they want ESG is not an impactful lens t...2022-09-2122 minYourStake, YourStoryEp. 10 - Using an AND approach to creating good in the world - ft. Michael Reynolds, CSRIC®, AIF®, CFT-I™of Elevation Financial.In this episode, Michael and Gabe talk about:The trend of more investors being interested in protecting and growing their wealth, but also creating more good with their money in the world.How Michael finds his client's ESG interest in his use of a questionnaire, and further conversations with what ESG means to each client.The challenges around making the transition to ESG and how the space is constantly evolving.The power of shareholder advocacy to drive change at a company level and how to assess that through a client’s investments.The future of ESG terminology as ne...2022-08-1032 minYourStake, YourStoryYourStake, Your Story Ep. 9 - The Future of Investing should be Values-Based ft, Meghan Lape-Lefevre, AFC®, CFP®, EA® Welcome to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing. In this episode, Gabe Rissman talks with Meghan Lape-Lefevre, AFC®, CFP®, and EA® of Conscious Impact Financial. Meghan founded her practice in 2020 while in Germany and has since moved to Colorado where she uses values-based investing to align her clients' beliefs with their investments. In this episode, Meghan and Gabe talk about:-How her clients are passionate about what they invest in and how values-based investing allows for positive returns a...2022-07-2721 min
The Sustainable Finance PodcastYoung Disruptors Catalyze Sustainable InvestingFor advisors, the sometimes overwhelming amount of information on implementing sustainable investing can be daunting. My guest today, Gabe Rissman, is going to tell us about a streamlined method for finding out what clients care about and personalizing how to talk about it. Rissman is Co-Founder and President of YourStake, which received the top ESG / SRI portfolio analysis and reporting tool rating in the T3/Inside Information advisor software survey in May 2022. And in June YourStake was nominated as a finalist for the WealthManagement.com #wealthies awards as an Industry Disruptor and Top Technology Provider.2022-07-0526 minYourStake, YourStoryYourStake, Your Story Ep. 8- Why you ought to talk about societal issues with your money manager ft, Kate Barron-Alicante, CFP, Director of Impact and Advisor at Abacus Wealth PartnersWelcome to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing!
We speak with Kate Barron-Alicante, CFP, Director of Impact and Advisor at Abacus Wealth Partners. She helps people connect their money to build the life, the legacy & the world they want to see. In this episode, she sits down with co-founder Gabe Rissman to talk about her pathway to ESG investing, why she wants her clients to talk about the issues they're considering along with their investing goals, and how a client's exampling what thei...2022-06-1546 minYourStake, YourStoryYourStake, YourStory Ep. 7- Making an Impact & Imaging What the Future Holds, ft. Zach Stein, Co-Founder and CEO of Carbon CollectiveGabe Rissman 00:07Hi, everyone, and welcome to YourStake, Your Story. We are a video series focused on best practices around ESG. And really focusing on the financial advisor experience and what your challenges are and what's out there and what you might be worried about thinking about excited about. Today, I'm really excited to be speaking with Zack Stein, who is the co founder of carbon collective. Zack, really glad to have you on. Zach Stein 00:34Thanks so much for having me again. Gabe Rissman 00:36So do...2022-05-3159 minYourStake, YourStoryYourStake, YourStory Ep. 6 - Investing with Your Values without Compromise, ft. David Roth, BFA(TM) and Michelina Roth, Co-Founders of Fair Planet Advisors Gabe Rissman 00:06Hi and welcome to another episode of your steak your story. We're a video series with advisors and for advisors focused on highlighting best practices around values based investing. Today I'm really excited to have Dave and michelina with me. Dave has been working in the financial industry for more than 20 years. And fair planet advisors represents the culmination of Dave's years of professional experience, combining his passion for protecting the goals and dreams of his clients, and doing so in a sustainable matter. And Melina is excited to bring her passion for in...2022-05-1638 min
YourStake, YourStoryYourstake, YourStory Ep. 5 - Why ESG is the GPS of Investing, ft. Jeff Gitterman, Co-Founding Partner of Gitterman Wealth Management, LLCGabe Rissman 0:00 Hello and welcome to your steak your story. We're a video series with advisors for advisors, highlighting best practices of ESG and sustainable investing. Today I'm really excited to have Jeff Gutterman, a trusted advisor. And Jeff has a really great resume Jeff is a widely recognized leader in the ESG and sustainable investing field. Jeff's the creator of the smart, sustainable metrics applied to risk tolerance investing solutions, a suite of global climate aware allocation strategies available to financial advisory firms and individual investors. With over 30 years of experience as a financial advisor, Jeff be...2022-05-0251 min
Connecting the Dollars by Propel Financial AdvisorsJoin us for an Earth Day webinar on 4/27/22In celebration of Earth Day, Amanda is hosting a webinar on the ways you can incorporate environmental values into your investment portfolio. She will be joined by Gabe Rissman, Co-Founder of YourStake.
Register here - https://propelfinancialadvisors.com/celebrate-earth-day-every-day-in-your-investment-portfolio
2022-04-2201 minYourStake, YourStoryYourStake, YourStory Ep. 4 - People, Planet, & Profit- Being A Socially & Environmentally Conscious Person, ft. Sylvia Panek, AIF®, Investment Advisor & Financial Planner at Natural Investments“...the publicly traded market was really built off of 19th, 20th century mentality where really, it was just, ‘make the money, be as profitable as you can, be as successful as you can.’ It really only is, I'd say, the advent of the Internet, where people became much more aware of their impact and what's happening and all these negative, extra maladies that can come from mining natural resources overseas, or sweatshop labor...it's still relatively nascent and just growing in this collective society's consciousness, and the market has not quite caught up yet.”Welcome in to another...2022-04-2245 minYourStake, YourStoryYourStake, YourStory Ep. 3 - Financial Literacy is Incomplete Without Financial History, ft. Phuong Luong, Principal Financial Planner at Saltbox Financial“I didn’t grow up with wealth, and my friend group, a lot of people didn’t grow up with wealth either. They didn’t grow up with that level of financial literacy or financial exposure that people who do grow up with wealth or work in finance do.”Welcome in to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing.Joining us today is Phuong Luong, CFP®, Principal Financial Planner at Saltbox Financial. She specializes in financial planning for individuals and...2022-04-2146 minYourStake, YourStoryJason HowellTune in to hear from Jason Howell, founder of the Jason Howell Company, a family wealth management firm that specializes in helping community stakeholders feel good about their money. He's a former US congressional candidate, a Certified Financial Planner, Certified Private Wealth Advisor, and Chartered SIR Counselor.2022-03-1154 minYourStake, YourStoryJames BrewerJames Brewer[00:00:00] Gabe Rissman: Hello everyone. And welcome to another episode of your Stake, your story of video series, focused on highlighting best practices of financial advisors within the ESG space. Today I'm really excited to have James Brewer here. And James has a pretty good resume. James is an MBA, a CFA CFS LA, a CFP who empowers people to make smarter money choices aligned with their values, goals, and passions, a certified financial planner.He has been named to the 20 best financial advisors in Chicago by expertise and 20 17, 20 18, 20 21. And now 2022, his, b...2022-02-2459 min
Joy of Financial PlanningWhat Exactly IS Stakeholder Capitalism?Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast.
The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com
JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.
Now more than ever, we must grow our wealth, follow our passions, live with compassion and...2021-06-1646 min
What Does It Profit PodcastPolitics - Corporate StyleIn this episode, our guests talk corporate politics—but not the back-biting, ladder-climbing politics kind. We talk with Dan Ekstein, a leading corporate political strategist and muse about Levi's and Patagonia's call to political action. We also talk with Gabe Rissman, co-Founder of yourstake.org—a data management company that works with investment advisors to help them identify the ESG metrics of portfolios—including the political dimensions. Big surprises when Gabe takes a look at our host’s portfolio.2020-10-2833 min
The ESG UpdateESG and Advocacy with Gabe Rissman, YourStake.orgIn Episode 2 of The ESG Update, President of YourStake.org, Gabe Rissman, joins the pod to discuss the importance shareholder advocacy and the availability of ESG data. Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.2020-08-0520 min