The risk of not talking to clients about ESG is losing them, RI expert says.
“I’ve worked with hundreds of advisors across Canada to help them get comfortable and proactive in the space and, from what I’ve heard, they’ve never lost a client by bringing it up. In fact, they’ve gained clients. However, some who haven’t brought it up have said they’ve lost clients.”
[COMMENTARY]I’ve argued this point for decades. Advisors must become proficient in ESG investing or gradually see their client base erode.
The risk of not talking to clients about ESG is losing them, RI expert says, staff, February 11, 2022,The Globe and Mail, Canada.