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THE TOOLS

Resource Detail

Dare To Lead Values List

Website

Brene Brown

PART 1: The Purposeful Investor

Your Capital And the Power of Generosity

Read this to see the practical business case, market data and step-by-step roadmap showing how wealth managers can build and scale impact investment offerings that align client capital with measurable social and environmental outcomes.

Brené Brown’s “Dare to Lead — List of Values” is included as a practical, downloadable resource linked to Part 1: The Purposeful Investor and the chapter “Your Capital And the Power of Generosity,” because it offers a comprehensive inventory and a guided exercise for identifying and narrowing core values (including generosity, giving back, stewardship, legacy, etc.), enabling readers and investors to clarify what matters most and translate the book’s argument about aligning capital with purpose into concrete, values-driven financial and philanthropic decisions.

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