Purpose-Driven Investing with Stacey Kline of Otto Intelligence
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Purpose-Driven Investing with Stacey Kline of Otto Intelligence
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Summary
Stacey Kline, CEO of Otto Intelligence, joins the podcast to discuss the future of purpose-focused finance. Noting the accelerating shift in aligning values with investment priorities, she unpacks how wealth advisors can employ ESG metrics and clients’ environmental and social impact preferences to inform investment strategies.
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