Understanding how to connect a client's preferences around sustainable investment choices has always been a challenge for most advisers. Firstly, how to get the conversation actually going when there is a raft of competing planning priorities and secondly how to make it an unbiased and engaging process, without getting bogged down in technical detail at the outset. Some clients may not have even given sustainability a second thought until asked and even then, may not want it to be taken into consideration, but our experience shows that the majority do have an interest in sustainable inve...
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