How do you approach the ethical investing conversation with your clients?

Open discussion?

Advocate for the option?

Or just avoid it and hope they don't ask? (Don't feel bad if this is you - you might be in the majority). 

In this week's episode, Nathan and Jordan explore this very big, somewhat intimidating topic. And, as always, the aim is to explore it from the perspective from the adviser's chair. 

What are the practical elements you need to cover?

What are the questions you need to ask - and are likely to be asked?

Why does it matter? 

And what are your options?

It was a fun one to record, because it was a chance to interrogate Mr Fradley around the ins and outs. And his unique perspective (as part-owner of Ethos ESG and ethical investing enthusiast) was particularly valuable. 

Links You Might Like

Ethos Impact Assessment Questionnaire: Take the Impact Assessment on Ethos

ASIC v LGSS Pty Ltd 2024 Judgment

ASIC Media Release (24-121MR)

Commentary from Gilbert + Tobin re: ASIC and ACCC Actions

 

Nathan:

[email protected]

www.nathanfradley.com.au

Jordan:

[email protected]

www.planningsolo.com.au

LinkedIn: 

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.