Ep #152: Leveraging Their Passion for the Environment to Grow Their SRI-Focused RIA - The Careers of Courtney & Morgan Ranstrom

Listen to the Full Interview:

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What You'll Learn from This Episode:

• How Courtney and Morgan got into financial planning.
• Why they decided to start their own firm.
• What they did to bring their clients over from their previous firm.
• How they split duties at Trailhead Planners.
• Things that can make working from home a challenge.
• What leads to people getting pigeonholed.
• The siblings' take on how The Kinder Institute of Life Planning compares to Money Quotient.
• How their passion for social responsibility and the environment shows up in the work they do with clients.
• The challenges of SRI.
• Advice Courtney and Morgan wish they could go back and give their younger selves.

Featured on the Show:

• Courtney Ranstrom: Site | Twitter | LinkedIn | Facebook
• Morgan Ranstrom: Site | Twitter | LinkedIn | Facebook
• SRI Basics - The Forum for Sustainable and Responsible Investment
• The Kinder Institute of Life Planning
• Money Quotient

This Episode Sponsored By:

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