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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Sep 15, 2020

Lisa Cooper is the founder of Figure 8 Investment Strategies, an independent RIA based in Idaho that oversees $90 million of assets under management for 85 clients. Figure 8 has differentiated itself with its sustainability-focused equity management, or, in other words, responsible investing through a thematic portfolio of 50 to 60 individual stocks. This differentiation has allowed Lisa to grow the firm exponentially in only four years since launching.

Listen in as she shares how she crafted her unique investment approach, including how her firm identifies segments of the market to invest in and which stocks to avoid. You’ll learn how shareholder engagement through proxy voting is a key part of the investment process, how the decision was made to become a B Corporation (and what that means for the firm’s processes and standards), and how balancing purpose and profit has been key to Figure 8’s success.

For show notes and more visit: https://www.kitces.com/194

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