Gabe Rissman, Co-Founder and President at YourStake
For 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.