Ikigai Summit 2024 - Ikigai Investing: Meaning & Money

Jeri Andrews, Toussaint Bailey (Uplifting Capital) and Johny Mair (Ethic) discuss the integration of personal values and purpose within financial investing, advocating for a shift from traditional, profit-focused models to a more human-centered and impactful approach. The conversation highlights the need for the financial industry to evolve beyond commoditized services, emphasizing the importance of building meaningful relationships with clients through transparency, data-driven decision-making, and a focus on individual values. The conversation underscores that aligning investments with personal values can foster both financial success and a deeper sense of fulfillment.

Key takeaways:
●Integrating values and purpose into financial planning is essential for both client satisfaction and the long-term sustainability of the wealth management industry.
●The traditional approach of focusing solely on profit is becoming obsolete, as there is an increasing demand for investments that resonate with personal values and contribute to positive global change.
●The financial industry must prioritize human-centered practices, deeper client connections, transparency, and data-driven methodologies that extend beyond traditional financial metrics.

Actionable steps:
●Challenge assumptions: Question the belief that financial success is incompatible with doing good or acting on personal values. Seek investment options that align with your values and promote positive change.
●Engage in open dialogue: Initiate conversations with financial advisors or firms specializing in sustainable, values-based investing to discuss personal goals and values.
●Seek deeper connections: Look beyond financial gains by exploring how investment decisions can create joy and impact on issues you care about.


www.ikigaistories.com

Ver todos los episodios