Joe Pinsker

speaker

1,247 appearances 30 recordings 1 series first heard Oct 2022 last heard Jan 2025

Joe Pinsker’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Why Some Financial Advisers Focus on More Than Just Building Wealth · 15 Aug 2023 podcast

So some advisors are turning down clients who don't have any interest in charity or seem to be purely focused on just making the numbers in their accounts bigger. voice-verified

Of course, it absolutely does. voice-verified

But these people are thinking deeply about the work that they do and how they feel about their jobs. voice-verified

It's something that's happening in the broader economy in lots of positions. voice-verified

But this is another place where I think people are wondering about the impact of the work they do. voice-verified

And this is a decision that not all financial advisors are making, but it's a certain way of thinking about it that connects to trying to think about how they can do some good in the world on top of the work that they're already doing. voice-verified

The key idea that these people are circling around is that money issues are not just about money. voice-verified

You can hire a financial advisor to help the numbers in your account go bigger, but that's not the same as making sure that you actually are getting the most out of how you use money in your life. voice-verified

And so some of these conversations that people are having about donating to charity or about how they spend their money voice-verified

These line up with bigger questions about what it means to lead a fulfilling life. voice-verified

And certain financial advisors for a while have talked about those sorts of questions with clients. voice-verified

But I did hear from some advisors that in the past couple of years, those conversations have gotten a lot more common. voice-verified

So as we think about money questions, there are all these other bigger questions that come up and can be part of the conversation, too. voice-verified

Some advisors are going to be talking through questions that are purely about money, maybe calculating how much you want to be saving for your kids' college education, how much exactly you need to have socked away in order to retire. voice-verified

And voice-verified

At the same time, some other advisors are dealing with those questions, yes, but also looking at how they connect to broader questions about our happiness and trying to trace the line between the money people have and how they use it to their happiness. voice-verified

A consistent theme among the advisors I interviewed is that they felt disenchanted with the work that they did with some very wealthy clients. voice-verified

Something that they felt in the clients they worked with is that oftentimes the sole task of their job was just to make money. voice-verified

the numbers in these people's accounts go bigger. voice-verified

And they started asking themselves, to what end? voice-verified

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