The First Annual ESG Trends Report with Victor Orozco, Bair Financial Planning
The ESG Update
If you’re interested in the most prominent trends in the ESG advisor community, listen in to this special edition of The ESG Update! We welcome Victor Orozco of Bair Financial Planning to join us as we release the findings of the Change Finance ESG Asset Allocation Trends Report. Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.
The Evolution of Sustainable Investing with Victor Orozco
Mission Matters Money with Adam Torres
Sustainable investing was once considered a fad by many. But with more consumers voting with their dollars, sustainable investing has become more than just a perceived altruistic pursuit. In this episode, Adam Torres and Victor Orozco, Partner at Bair Financial Planning, explore how sustainable investing is changing the marketplace. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/
Marci Bair & Victor Orozco – Serving the LGBTQ community and beyond
The Human Advisor
Watch on YouTube07:10 – A voice for the LGBTQ community.12:40 – Advisors helping advisors serve the underserved.28:00 – The power of empathy and the reward of an emotional paycheck.31:34 – Know your client's comfort level with tech.
Victor Orozco Managing Partner at Bair Financial Planning
Money Matters Top Tips with Adam Torres
Victor Orozco Managing Partner at Bair Financial Planning is interviewed in this episode. Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule. Apply to become a featured co-author in one of Adam's upcoming books: https://www.moneymatterstoptips.com/coauthor The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing. --- Support this podcast: https://anchor.fm/moneymatters/support
Ep. 134 – Building a Successful Partnership with Marci Bair & Victor Orozco
Top Advisor Marketing Podcast
Oftentimes advisors want to grow their business and pass down their knowledge. To do so, they bring on interns and a lot of the time, it goes horribly wrong.Has that ever happened to you?Perhaps you weren’t great at managing, articulating your expectations, or you just haven’t found anyone you really connect with.Joining our host, Matt Halloran, is returning guest Marci Bair and her partner, Victor Orozco, of Bair Financial LLC to discuss how you can build a successful partnership within your firm.Marci made a previous appearance on Top Advisor Marketing Podcast where she discussed how to truly niche useful, however, she wouldn’t have obtained her current level of success if not for Victor.If you’re thinking about broadening your firm and want to grow with someone, listen today to learn valuable advice on how you can make a lasting partnership.Links: Victor Orozco LinkedIn | Marci Bair LinkedIn | Bair Financial LLC