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ESG Success for Smart Advisors
ESG Success for Smart Advisors
Real Insights in a Buyer Beware World
Real Insights in a
Buyer Beware World
ESG Investing is a hot, high-performing trend, and a huge opportunity for advisors. But it’s also a landscape filled with bad data, dubious strategies, and greenwashing.
We can show you how to steer your clients toward what’s real, and away from the mirages.
Studies show that advisors who are smart on sustainability issues benefit from deeper relationships and stronger loyalty with their clients. And it’s the future of financial advice: 84% of women and 95% of millennials want their investments to align with their values.
But selling ESG is not as simple as putting a tree on your website. “ESG” is a new way to analyze, select, and report on investments. And your clients are counting on you to guide them. We can help you:
- Catch up on ESG product and performance trends
- Navigate a bewildering array of terms and labels
- Identify what’s real, and what’s greenwashing
- Engage your clients with live, in-person or virtual ESG conversations
- Keep up on developments and share them with your clients
Studies show that advisors who are smart on sustainability issues benefit from deeper relationships and stronger loyalty with their clients. And it’s the future of financial advice: 84% of women and 95% of millennials want their investments to align with their values.
Enter your email to download advice from advisors on mastering ESG in your practice:
of individuals want investments to align with their personal values
of Financial Professionals say clients have asked about ESG more in the last 12 months
We can help you bridge the gap
ESG Investing is a hot, high-performing trend, and a huge opportunity for advisors. But it’s also a landscape filled with bad data, dubious strategies, and greenwashing.
We can show you how to steer your clients toward what’s real, and away from the mirages.
Enter your email to download advice from advisors on mastering ESG in your practice:
of individuals want investments to align with their personal values
of Financial Professionals say clients have asked about ESG more in the last 12 months
We can help you
bridge the gap
Studies show that advisors who are smart on sustainability issues benefit from deeper relationships and stronger loyalty with their clients. And it’s the future of financial advice: 84% of women and 95% of millennials want their investments to align with their values.
But selling ESG is not as simple as putting a tree on your website. “ESG” is a new way to analyze, select, and report on investments. And your clients are counting on you to guide them. We can help you:
- Catch up on ESG product and performance trends
- Navigate a bewildering array of terms and labels
- Identify what’s real, and what’s greenwashing
- Present an authentic, discerning face to your clients
- Keep up on developments and share them with your clients
Studies show that advisors who are smart on sustainability issues benefit from deeper relationships and stronger loyalty with their clients. And it’s the future of financial advice: 84% of women and 95% of millennials want their investments to align with their values.