Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading

financial advisors navigated the inevitable challenges that arise on the path to success

and get insight from leading industry consultants about how to break through to the

next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.

Welcome to the 194th episode of the Financial Advisor Success Podcast. My guest on today's podcast is

Lisa Cooper. Lisa is the founder of Figure 8 investment strategies,

an independent RAA based in Boise, Idaho that oversees nearly 90 million of assets in her management

for 85 affluent clients. What's unique about Lisa, though, is that her firm operates as a B

corporation, and it's focused on what Lisa calls sustainability-focused equity management,

a form of sustainable and

responsible investing by building a thematic portfolio of 50 to 60 individual stocks, has helped

Lisa to effectively differentiate herself and grow to 90 million of assets on our management

in just four years since launching. In this episode, we talk in depth about how Lisa crafted her unique investment approach for clients.

The way the firm crafts a sustainable investing themes to identify segments to the market to invest in.

The screening tools they use to determine what stocks to avoid in their investment approach.

How shareholder engagement through proxy voting is a key part of Lisa's investment process.

And why and how Lisa's firm uses direct impact investing not to expand its equity reach, but to garner its fixed income bond exposure instead.

We also talk about Lisa's decision to become a certified B corporation with her RIA, the five key areas of governance, customers, and products, environment, team, and community that firms must improve to meet the B-Corp requirements,

the new processes and procedures that Lisa implemented in her firm to meet the standards, and why she thought it was worth the B-corporation cost and trouble to demonstrate how her business is acting to be a force for good and positive change.

And be certain to listen to the end,

where Lisa shares the unique types of clients

...