ESG in Conversations: A Guide for Financial Advisors
Explore proven strategies to enhance ESG investment approaches and elevate client conversations
Navigating environmental, social, and governance in conversation with clients can be challenging for financial advisors. ESG investing often carries a range of perspectives, making it a sensitive topic to address. However, ESG factors like supply chains, carbon neutrality, and fossil fuels play a pivotal role in shaping successful investment strategies and enabling informed decisions. How can advisors simplify these concepts while fostering stronger client relationships?
Insights from real investor discussions reveal individuals focus on specific social and environmental issues, such as renewable energy and emissions reductions, rather than broad, abstract ESG narratives. This presents an opportunity for advisors to align ESG investment strategies with what matters most to their clients, making conversations more actionable and relevant.
Download this guide to lead impactful ESG conversations with confidence.
What's inside
- Learn what clients value, from ESG performance to practical climate solutions. .
- Develop investment plans that meet client objectives while addressing challenges like reducing fossil fuel reliance.
- Follow a straightforward two-step framework to break down ESG topics into meaningful, client-focused conversations.