In this episode, Jamie and Ana talk with Gabe Rissman, co-founder and President of YourStake. Gabe and his partner built an ESG platform for financial advisors from different high-value firms to demonstrate the impact of their investors’ portfolios. With the use of metrics and other data, Gabe and his team are able to give effective strategies on how to help clients see the positive impact their investments can make.

Gabe talks with Jamie and Ana about the importance of firms’ commitment to ESG, the need for portfolio metrics to avoid greenwashing and how to have better ESG conversations with clients.

Key Takeaways

  • How Gabe got into finance.
  • The shift from student activist to ESG investing advocate.
  • Trends in ESG investing since 2016.
  • Is it ESG investing or just greenwashing?
  • Why is there still a misguided perception around ESG’s performance?
  • What is shareholder democracy?
  • What should firms do to not slip back into unsustainability?
  • ESG is not exclusive to climate activists.
  • How Gabe’s father inspired him to focus on his advocacy.
  • How to get clients to start a fully sustainable investing journey.


“2021 was a year of just amazing growth. Advisors are still getting questions about ESG, but now instead of exploring, they want to dive in. Advisors know that this is the future. They can differentiate their practice based on ESG, and they’re going to fall behind if they don’t.”Gabe Rissman

“The advisor community is the most important community for sustainable investing by far. Asset managers can come up with really cool products, but if advisers aren’t listening to what clients care about and pushing for solutions, then asset managers aren’t going to create really cool products.” Gabe Rissman


Connect with our hosts

Subscribe and stay in touch

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Take Advantage of Early-Bird Pricing for Excell 2024

By: Carson Group
Excell is more than just a typical financial advisor conference – it’s a transformative advisor growth journey designed to help growth-focused advisors transcend the ordinary and build the firms …

Jessica Flynn: Attracting & Retaining Next-Gen Talent

By: Ana Trujillo Limon
What powers the future of financial advisory? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Flynn, Director of Account Strategy at, about …

The Why, What and How of Attracting and Retaining Gen Z Stakeholders

By: Jessica Harrington
Sometimes mindlessly scrolling TikTok isn’t a total waste of time. It might actually give you some insight into how the different generations work. One TikTok I recently watched depicts …

Jalen Blackmon, Jabin Moore & Isaiah Johnson: Diversifying Workplace Culture With Gen Z

By: Ana Trujillo Limon
Are you ready to dive into what it takes to attract and retain the next generation of professionals in the finance industry? In this episode, Ana Trujillo Limón, Director, …
1 2 3 143