008. Demonstrating your client's impact - Part 1 of 3 for EIW2022
In this episode, Alexandra Brown speaks with four advisers who are experts in providing ethical investment advice, as we uncover how they help their clients create positive impact through their investment portfolios.
We ask each adviser the following questions:
- What areas of impact are lighting up your clients right now?
- How do you demonstrate and report on impact with your clients?
- Your top tips for discussing impact with your clients.
This is episode one of a three-part series for Ethical Investment Week 2022. Ethical Investment Week is coordinated by the Ethical Advisers’ Co-op, a group of leading advisers across Australia and New Zealand who specialise in advice that aligns client values with ethical and responsible investments. This year, Ethical Investment Week is themed You and Your Adviser.
Our guests in this episode are specialist ethical investment advisers and members of the Ethical Advisers’ Co-op:
Karen McLeod | Certified Ethical Investment Adviser - Ethical Investment Advisers
Adam Carey | Financial Adviser - Ethical Investment Services
Dr Rodger Spiller | Managing Director and Financial Adviser - Money Matters
Kathryn Fitch-Daniels | Certified Financial Planner - Ethinvest
Some excellent insights in this episode. I love Adam Carey's tip to be aware of your own biases as an adviser. Bring in self-awareness when you’re listening to your clients and as you’re trying to understand your clients’ underlying values. Pay particular attention to underlying holdings and use impact stories to strengthen engagement with clients.
All our guests agree that impact is only going to grow. As Karen McLeod says, "Seeing where the capital goes, I think that's the real benefit of impact. Clients feel connected and therefore more engaged with where their capital goes, and empowered to do more of that good."
Stay tuned for episode two in the series, where we chat about the value of engagement in financial advice.
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This episode is brought to you by the Ethical Advice Accelerator, the number one program for Australian financial advisers ready to up-level their knowledge and skills in ESG, sustainability, and ethical investment advice.
Ethical investment options are becoming non-negotiable in financial advice, and advisers who specialise in this are in high-demand; this program is designed to equip you with the skills and toolkit you need to add this to your services quickly.
The Accelerator is 100% adviser-focused, and brings everything you need in one spot, making it the most effective and time-efficient way to become a sought-after leader in ethical investment advice. Visit ethicalinvestgroup.com/accelerator to learn more.
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Disclaimer:
This podcast is issued by Ethical Invest Group (EIG) (ABN 29 238 432 149) for education purposes only.
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