Blending Behavioral Finance and Multi-generational Impact Investing Advice

March 4, 2019 | EP. 35 | Behavior Finance, Family Offices, Gender Equality, Impact Investing

Randy Kaufman, Senior VP & Strategic Growth Advisor, EMM Wealth

Kaufman talks about how incorporating behavioral finance principles with impact investing advice can strengthen client relationships with family offices and foundations. She especially likes working with women who are stewards of family wealth.