The Money Script

Between Three Advisors - A Conversation with Pomarium

Yohance Harrison Season 5 Episode 13

In this episode of The Money Script Podcast, host Yohance Harrison teams up with Erik Sartin and Brad Sparks for a dynamic "Between Three Advisors" discussion. They explore the world of values-based investing, the emotional connection between money and personal goals, and the innovative tools available to align portfolios with individual values. From personal investment stories to the challenges of creating portfolios that reflect clients' beliefs, this episode is packed with insights for advisors and investors alike. Tune in to learn how aligning investments with your principles can lead to both financial success and personal satisfaction.


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