Financial advisors are often loath to bring up the idea of impact investing with clients. First there is the (incorrect) assumption that investing in line with one’s values means sacrificing financial return. Then there is the fear of rocking the boat–if clients are happy with your services, why introduce something new?
But the rise in impact investing options in the last decade demonstrates that individuals are increasingly interested in aligning their investments with their values. And by initiating the conversation with your clients, you stand to deepen your relationship with them for the long term.
Learn how to start the conversation in Three Ways to Talk to Your Clients About Impact Investing, co-written by Lauren Janus of Thoughtful Philanthropy and published this month in WealthManagement.com.
I am passionate about helping people become informed, empowered and enthusiastic donors. After more than 10 years in the nonprofit/charity sector, I embraced my fear of spreadsheets and got an MBA so that I could help citizens like myself become more strategic givers. Today, I use my unique experiences in both sectors to help people who care deeply about using their money to make the world a better place.