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Sustainable Investor Starter Kit

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Jeff Nicholson

Maybe you’ve noticed, but we PurcellCom types have been talking a LOT about sustainable investing lately. More and more, we believe it will be the future of financial services — but from where we stand today, investors and financial professionals aren’t aligned on exactly what that future looks like.  …
Over the last few months, we’ve started working with financial advisors on how they’re connecting with ESG investors. The goal is to help them connect with responsibility-minded clients.  Whether it’s catching up on ESG in general or fine-tuning sales language to incorporate ESG, we’re diving in to make ESG actionable for advisors and their clients. And…
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