Ep 235: Aligning Your Advisory Firm With Your Own (Progressive) Values with Georgia Lee Hussey
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 29 June 2021
⏱️ 90 minutes
🧾️ Download transcript
Summary
Georgia Lee Hussey is the Founder and CEO of Modernist Financial, a boutique RIA based out of Portland that offers deep financial planning for affluent households with a $17,500 minimum fee to get started. Georgia is passionate about aligning her own personal values with the values of her advisory firm and her clients, and creating a positive impact for her community and the financial services industry at large.
Listen in as Georgia shares how she pivoted from artist to financial planner, and how her experience as an artist and running events in the artistic community served her well as a new planner generating new business. We also discuss why conscious capitalism and profit are not mutually exclusive, how Georgia helps clients get clear on their goals and then align their financial decisions around those goals, and how she uses political discussions in client meetings to help clients understand how their financial decisions affect the world around them.
For show notes and more visit: https://www.kitces.com/235
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
| 0:07.1 | financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading |
| 0:12.4 | financial advisors navigated the inevitable challenges that arise on the path to success |
| 0:17.4 | and get insight from leading industry consultants about how to break through to the next |
| 0:22.2 | level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:28.2 | Welcome to the 235th episode of the Financial Advisor Success podcast. My guest on today's podcast is |
| 0:34.1 | Georgia Lee Hussey. Georgia is the founder and CEO of Modernist Financial, an |
| 0:38.4 | RA in Portland, Oregon that offers deep financial planning services to 46 affluent households |
| 0:43.3 | for a combination of retainer and AUM fees and a $17,500 minimum fee just to get started. |
| 0:50.8 | What's unique about Georgia, though, is how she actively seeks to align her own personal values |
| 0:55.4 | with the values of her advisory firm, the values of the clients that she serves, and the impact |
| 0:59.7 | that it creates not only for the community she lives in, but the broader financial services industry |
| 1:03.9 | as well. |
| 1:05.2 | In this episode, we talk in depth about how Georgia went through the rigorous process to qualify |
| 1:09.9 | as a certified B corporation |
| 1:11.6 | in order to create a structure that would keep herself and her firm accountable for its decisions |
| 1:15.7 | and actions. Georgia's conscious capitalism approach that prioritizing, having a positive impact, |
| 1:22.5 | and running a business profitably are not, contrary to popular belief, mutually exclusive goals. And why Georgia's clients |
| 1:29.3 | more often than not view her as not just as someone to whom they can delegate, but as someone who |
| 1:33.5 | can hold them accountable to be more intentional with their own money and financial decisions. |
| 1:38.8 | We also talk about Georgia's financial planning process itself, which leverages the money quotient |
| 1:43.2 | framework across a series |
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