Your Sustainable Investment Comfort Zone - Rebecca Kowalski

This week Charlie is joined by Rebecca Kowalski, sustainable finance specialist and director of Overstory Finance. Today Rebecca shares her financial planning career, from Paraplanner to business owner. She explains how she helps forward thinking financial planning firms to fully enter their sustainable investment comfort zone. Maybe they simply lack in-house resource and expertise in the sustainable investment space or perhaps they are worried about recommending inappropriate investment solu...