In this episode of Inside the Flows, Iyassu sits down with Gabe Rissman, cofounder of YourStake and President of Formative Financial, to discuss the upcoming Growth for Impact conference, taking place November 8 through 11 in Phoenix. With roots tracing back more than 35 years to the original SRI in the Rockies conference, the event brings together financial advisors, industry pioneers, and innovators to explore the future of sustainable and impact investing, share best practices, and discover new opportunities to grow their advisory businesses.

The conversation explores what makes this conference unique, from its strong culture of mentorship and collaboration to its focus on practical solutions advisors can bring back to their clients. Iyassu and Gabe also discuss the resurgence of interest in values based investing, how AI is creating new questions around portfolio construction, and why understanding the priorities of the next generation of investors is becoming increasingly important. At its core, Growth for Impact is about more than investment strategies. It's about building a community of advisors who help one another succeed while advancing the future of the profession. Edit---Gabe-Iyassu.txt

Growth for Impact Conference Link: https://www.formativefinancial.com/growth-for-impact-conference

00:00 Introduction and Background
02:35 Gabe Rissman's Journey and Mission
06:54 The Role of Financial Advisors
11:04 Building Your Stake and Formative Financial
13:23 Understanding Direct Indexing
17:29 Market Recap and Economic Insights
19:25 The Rising Cost of Living
20:37 Fidelity's New Minimums and Its Impact
23:21 Climate Change and Energy Security
26:13 Behavioral Finance and Values-Based Investing
27:33 Growth for Impact Conference Overview
34:16 The Importance of In-Person Connections
36:01 Future-Proofing Financial Advisory Practices


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