Name the moment, not the job title. Each one has a hook line to open a post or video with, its ringtone (the letter, bill or date people react to before they think) and what's at stake.
“Your 401(k) owns companies you'd never buy from. You can change that.”
“ESG, impact, faith-based? The labels mean different things.”
“Want a fossil-fuel-free portfolio? It's doable, with tradeoffs.”
“Want your money to fund something specific? Community investments exist.”
“Values-based funds can cost more. Check fees.”
“Your 401(k) has no ESG options? Ask HR.”
“Align giving and investing for more impact.”
“Worried values investing costs returns? Look at the data.”
“Want your kids to inherit your values with your money? Write it down.”
Make a video about one See advisors for values-based investors
General education, not financial advice. Check rules and figures against current law before you publish.