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Jan 20, 2021

Our next W Pulse Podcast, “Impact Investing: How to Get Started Generating a Positive Environmental and Social Impact” premieres on January 20. Triad Advisors’ Julie Krehbiel, CFP®, discusses the hows and whys of constructing investment portfolios that align with both your clients’ objectives and their values. Julie has proven time and again that “doing good while doing well” is within reach, with the right tools and approach.

The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.