Ep #152: Leveraging Their Passion for the Environment to Grow Their SRI-Focused RIA - The Careers of Courtney & Morgan Ranstrom

Ep #152: Courtney and Morgan RanstromToday I’m excited to have siblings and XYPN members Courtney and Morgan Ranstrom on the show! Co-founders of Trailhead Planners, the two found an interesting niche working with clients who care about their environmental footprint and want to build carbon-neutral portfolios.

With complementing skill sets (Morgan is more of the big-picture person and Courtney is the realist who focuses on the operations of the firm) the pair works really well together to provide real, comprehensive financial planning for their clients. Offering an awesome blend of comprehensive financial advice with investment expertise, this duo is incredibly dynamic and are doing some really interesting and creative things in their business. Listen in to hear all about it.

Listen to the Full Interview:

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What You'll Learn from This Episode:

  • How Courtney and Morgan got into financial planning.
  • Why they decided to start their own firm.
  • What they did to bring their clients over from their previous firm.
  • How they split duties at Trailhead Planners.
  • Things that can make working from home a challenge.
  • What leads to people getting pigeonholed.
  • The siblings' take on how The Kinder Institute of Life Planning compares to Money Quotient.
  • How their passion for social responsibility and the environment shows up in the work they do with clients.
  • The challenges of SRI.
  • Advice Courtney and Morgan wish they could go back and give their younger selves.

Featured on the Show:


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