Ep #266: Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan Schalkwijk

Published: July 29, 2020, noon

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We\\u2019re honored to have XYPN members Jan Schalkwijk and Erica Blake on the show today to talk about how they\'ve incorporated Socially Responsible Investing (SRI/ESG) into their firms. While Erica and Jan run their own RIAs, they met each other when Jan put a call out in the XYPN Member Forums about forming a study group around this investment focus.

You can find show notes and more information by clicking here:\\xa0http://www.xyplanningnetwork.com/266

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