Getting the right message across to clients in the opening conversation is key when it comes to discussing ESG but advisers should "stay realistic" about what can be achieved, delegates at SIF heard.
Rebecca Kowalski, founder of Overstory finance said for a sustainable investment proposition to add maximum value to the business, it's important for firms to achieve integration with their existing solutions and services and suitability to the preferences of their clients. "Clients should be informed of their choices, there are so many themes that adviser can easily find something to get the conversation started with, "she added. "Know what you are recommending but stay realistic and don't get over-enthusiastic. We can't change the world overnight." A framework that meets regulatory ...
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