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Home > The Financial Planner Life Podcast > Your Sustainable Investment Comfort Zone - Rebecca Kowalski
Podcast: The Financial Planner Life Podcast
Episode:

Your Sustainable Investment Comfort Zone - Rebecca Kowalski
Category: Business
Duration: 00:50:24
Publish Date: 2022-08-11 10:00:00
Description:

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 solutions to their clients. Rebecca tells why this area of financial planning is her main focus, the barriers that she’s faced when talking about sustainability, the real life impacts the climate crisis is having and she gives some great advice for those looking to get into sustainable finance. 

We cover: 

  • Rebecca’s career journey 
  • What service does Overstory Finance provide? 
  • What is sustainable investing? 
  • How the conversation around financial planning has changed 
  • Advice for someone wanting to get into the sustainable side of the financial profession 

 

Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. 
 
Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/   

 Are you searching for a new role within the financial planning profession? Click here for a free consultation: https://recruitukltd.co.uk/job-consultation/
 
2022 Financial planning Salary Guide https://recruitukltd.co.uk/the-recruit-uk-salary-guide/
 
If you are an experienced financial planning candidate looking for a new job opportunity, please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.    
 
If you hold level 4 qualification and looking for an entry role into financial planning please also reach out! 
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