Connect with Client Conversations

How to confidently engage with clients about their ethical investment preferences

Be proactive about initiating client conversations regarding their values, and feel confident in leading these discussions.
Ethical investment conversations enable your client to feel heard and engaged in your services, expanding your advice to more than a mere transaction.
Become an industry leader, confident and capable of engaging in conversations with clients about their values and ethical investment preferences.

You’ll learn the best way to discuss ethical investment preferences with clients.

This free 20 minute training will give you an introduction to ethical and responsible investing, the most important ESG issues that are good for advisers to know, plus tips on how to bring it into the conversation with clients.

Confident client discussions around ethical investment preferences build loyalty and rapport, as clients feel heard and their values considered. Clients and advisers alike, can look forward to connecting through shared dialogue and engaged relationships.

Access the free training

Pop your details below to watch the 20-minute video.

We’ll keep you informed with regular tips and updates that we love to share with our professional network of leading financial advisers.

Acknowledgement of Country: In the spirit of reconciliation Ethical Invest Group acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.