Jeff Shafer, CEO of CommonGood Capital, is joined by Jeff Gitterman, author of “Beyond Success” and co-founding partner in Gitterman Wealth Management, to discuss the moment he realized the impact he could have in the financial services industry, his time supporting the Sustainable Development Goals at the UN, what advisors are missing about the current state of the marketplace, the importance of being a good steward of the planet, and more.
