First Affirmative Financial Network

First Affirmative is excited to be a Silver Sponsor for Equities.com virtual half-day event, Investment Strategies Under a Trump Administration. Learn how the 2024 election will impact investments. Major shifts are expected under a Trump administration and top experts are prepared to discuss emerging risks and opportunities. 🗓️ Date: Nov 19, 11 AM ET. Secure your spot today! https://lnkd.in/eiMAvepm

First Affirmative Financial Network would like to celebrate November employee special occasions. George is celebrating a work anniversary. Please join us in our appreciation for all that he does! #thank you #hardwork #dedication #november #anniversary

Our Values-Aligned Direct Index Solution (VADIS) can deliver on your financial objectives and the change you would like to see in the world. With our innovative VADIS platform, you can implement specific screens using the YourStake’s Behavioral Values Questionnaire – say, for climate change, alcohol, gambling, animal welfare or healthier societies. There are a total of 16 questions and seven personality types. Each question is grounded in daily life issues. One personality type that individuals often align with through the questionnaire is the Planet Protector Persona. This persona consists of metrics focused on GHG emissions, Toxic Water, Fossil Fuel Industry exposure, Clean Energy Companies, and Deforestation Exposure. Strive for positive returns for both your investment portfolio and society. Talk to your advisor or Find an advisor in our network to begin investing aligned with your values. https://lnkd.in/gj9QZzb8 #valuesaligned #investing

Please join us in wishing Jen a Happy Work Anniversary - Thank you for all your hard work and dedication at FAFN. #celebrate #anniversary #thankyou #hardwork #dedication

Advisors. Do you want to prioritize the client experience? Today, investors, especially next-gen ones, are taking a deeper look into their investments to understand who they are supporting and what kind of impact they are making. First Affirmative can offer over 30 years of value-aligned industry expertise to help you understand the existing landscape. With our expertise you can have more engaging client conversations to better understand the specifics of what your clients are looking for. We make this process easy and efficient with our Values-Aligned Direct Index Solution and using the innovative Myers-Brigg Style YourStake’s Behavioral Values Questionnaire to uncover those common value sets. Download a VADIS case study to learn more about how VADIS can help you grow your business. https://lnkd.in/g9u2ZNrM #valuesaligned #advisors

Are your clients’ goals bigger than solely achieving their financial objectives? How often do you check in on what your clients truly value. We can help. Our Values-Aligned Direct Index Solution (VADIS) can spark that client conversation with YourStake’s Behavioral Values Questionnaire. Each questionnaire offers 16 questions that fall into seven personality categories (personas). Using those personas, First Affirmative will personalize the portfolio to implement your client’s preferences including specific holdings to include or exclude: • Steering away from companies with poor environmental records. • Investing in companies that create a positive impact on society with renewable energy, sustainable agriculture or fair labor practices. • Engaging with companies you have invested to influence their strategy. • Investing in companies that have specific positive social and environmental impacts. Download a VADIS case study to learn more about how VADIS can help you grow your business. https://lnkd.in/g9u2ZNrM #valuesaligned #advisors

Join First Affirmative Financial Network in acknowledging and celebrating Indigenous Peoples' Day! #nationalindigenouspeoplesday #celebrate #diversity #ESG #impactinvesting

October is Cyber Security Month. At First Affirmative, cyber security is an essential part of our daily operation. We immerse ourselves in consistent training to protect our Advisors and their Client’s data. We only partner with other companies that do the same. Invest for a sustainable future. www.firstaffirmative.com #safety #cybersecurity #october #advisors #clients

In celebration of International Podcast day, on February 2023 RIA Collective, host Charlie Van Dreven interviewed George Gay in Leading the Way in Values-Aligned Investing. George discusses his journey in the financial industry and how First Affirmative became a leader in ESG Investing. Check out the Podcast here: https://lnkd.in/geA6d7B5 - Connect with us to learn more. www.firstaffirmative.com. Invest for a sustainable future. #podcast #ESG #invest #sustainable

Founded in 2019, we've been on a mission to make portfolios feel personal. We recognized that advisors struggled with delivering personalized experiences and advice because it was as too difficult and took valuable time away from other aspects of their practice. This led us to create a platform that simplifies advisors' work and enhances the client journey to drive personalized investing. Visit our updated about us page to learn the founding story of YourStake: https://hubs.ly/Q02PD1Xz0