Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
Is Values Based Investing Making a Comeback? | Inside the Flows Ep. 21
In this episode of Inside the Flows, Iyassu sits down with Gabe Rissman, cofounder of YourStake and President of Formative Financial, to discuss the upcoming Growth for Impact conference, taking place November 8 through 11 in Phoenix. With roots tracing back more than 35 years to the original SRI in the Rockies conference, the event brings together financial advisors, industry pioneers, and innovators to explore the future of sustainable and impact investing, share best practices, and discover new opportunities to grow their advisory businesses.
The conversation explores what makes this conference unique, from its strong culture of mentorship and collaboration to its focus on practical solutions advisors can bring back to their clients. Iyassu and Gabe also discuss the resurgence of interest in values based investing, how AI is creating new questions around portfolio construction, and why understanding the priorities of the next generation of investors is becoming increasingly important. At its core, Growth for Impact is about more than investment strategies. It's about building a community of advisors who help one another succeed while advancing the future of the profession. Edit---Gabe-Iyassu.txt
Growth for Impact Conference Link: https://www.formativefinancial.com/growth-for-impact-conference (https://www.formativefinancial.com/growth-for-impact-conference)
00:00 Introduction and Background
02:35 Gabe Rissman's Journey and Mission
06:54 The Role of Financial Advisors
11:04 Building Your Stake and Formative Financial
13:23 Understanding Direct Indexing
17:29 Market Recap and Economic Insights
19:25 The Rising Cost of Living
20:37 Fidelity's New Minimums and Its Impact
23:21 Climate Change and Energy Security
26:13 Behavioral Finance and Values-Based Investing
27:33 Growth for Impact Conference Overview
34:16 The Importance of In-Person Connections
36:01 Future-Proofing Financial Advisory Practices
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com (https://inflows.com)
🔗 https://linkedin.com/company/inflowsapp (https://linkedin.com/company/inflowsapp)
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy (https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy)
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229 (https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229)
Music licensed through Soundstripe.
Code: D1NDSVYGYI8SL4L9
22 Aug 2026
What If Your Grandchildren Could Ask You Anything? | Inside the Flows Ep. 20
In this episode of Inside the Flows, Iyassu sits down with Ty Allen, founder of LastingMind, to explore how advisors can help clients think about legacy beyond the assets they leave behind. Inspired by a medical emergency with his father, Ty created LastingMind to preserve the stories, memories, advice, and experiences that families often lose when a loved one passes away, giving future generations a way to understand not only what was passed down to them, but the person and experiences behind it.
The conversation explores how financial advisors, wealth managers, and family offices can bring this type of legacy planning into their client relationships alongside traditional estate and wealth transfer planning. From capturing family stories and personal advice to preserving documents, family charters, and wealth vision statements, these solutions can give advisors a new way to help clients pass something deeply personal to the next generation while also creating stronger relationships across the entire family.
00:00 Introduction to Video Editing and TikTok
02:37 Meet Ty Allen: A Journey from MIT to AI
04:46 The Birth of Lasting Mind: A Personal Story
10:49 The Role of AI in Preserving Family Legacies
16:27 Navigating the Financial Landscape with Lasting Mind
22:11 The Importance of Family Stories in Wealth Management
28:07 Building Relationships Through Storytelling
31:25 Looking Ahead: Future Aspirations and Reflections
#wealthmanagement #estateplanning #financialadvisor
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com (https://inflows.com)
🔗 https://linkedin.com/company/inflowsapp (https://linkedin.com/company/inflowsapp)
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy (https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy)
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229 (https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229)
14 Aug 2026
Inside the Flows - Episode 19
In this episode of Inside the Flows, Iyassu sits down with Anita Knotts, founder of Lotus Women’s Institute, for a powerful conversation about women’s leadership, financial empowerment, and why the wealth management industry needs to rethink how it attracts, develops, and advances women. Anita shares her own decision to leave a successful corporate career at 51 and build a company focused on creating more opportunities for women and underrepresented professionals across wealth management.
The conversation explores the difference between women having financial capability and having true financial agency, especially as trillions of dollars in wealth shift into women’s hands. Anita argues that empowerment requires action on both sides: firms need to create real pathways for women to become advisors and leaders, while women need to take greater ownership of their financial futures and pursue opportunities even when they do not see many people who look like them. As Anita puts it, women cannot simply wait for institutions to change. They also have to “throw their hat in the ring.”
00:00 Introduction
02:33 Anita Knotts: A Change Maker's Journey
05:10 The Birth of Lotus Women's Institute
08:26 Addressing Diversity in Wealth Management
11:03 The Importance of Strategy in Hiring
13:42 Weekly Market Recap and Economic Insights
19:51 The Great Wealth Transfer and Women's Financial Agency
24:55 Empowering Women in Finance
27:27 The Importance of Financial Agency
32:29 Taking Ownership of Financial Futures
35:57 Preparing for the Wealth Transfer
41:51 The Role of Empathy in Wealth Management
Lotus Women's Institute: https://www.lotuswomensinstitute.com/ (https://www.lotuswomensinstitute.com/)
Anita Knotts: https://www.linkedin.com/in/anita-knotts/ (https://www.linkedin.com/in/anita-knotts/)
LinkedIn: https://www.linkedin.com/company/thelotusimpact/ (https://www.linkedin.com/company/thelotusimpact/)
#womeninfinance #womenleadership #wealthmanagement #financialfreedom
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com (https://inflows.com)
🔗 https://linkedin.com/company/inflowsapp (https://linkedin.com/company/inflowsapp)
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy (https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy)
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229 (https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229)
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Apple Podcasts (US)
4.3 / 5
6 ratings
Spotify
5.0 / 5
3 ratings
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