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Podcast: George Gay and Gary Heldt

Written by First Affirmative

First Affirmative News

George Gay, CEO of First Affirmative Financial Network, was recently interviewed by Gary Heldt on the Grow Your Business and Grow Your Wealth podcast.

The podcast features some of the brightest and successful minds in the business today to discuss tactics for growing your business. During the conversation Gary and George discussed ESG investing (environmental, social, and governance) to include:

  • People don’t realize their investments CAN match their values
  • Definitions for SRI and ESG Investing
  • A persons value is reflected in their checkbook
  • Questions you should ask about who is acting in a fiduciary relationship
  • How Robo products work and why a human advisor is helpful
  • The responsibility of teaching others to be more than what they are

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