144. How to help your clients invest for more than financial returns: how to consider societal values too

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Long gone are the days when investors left their societal values at the door. These days, most investors want to invest with their environmental and social values in mind.

If you are a financial advisor, you may feel intimidated or skeptical about how to serve clients who want you to incorporate their societal values into their financial plans.

This week’s episode provides simple suggestions to guide advisors (or DIY investors!) on how to incorporate values aligned principles into how they serve their clients.

Links from today’s episode:

‘Not just money and math’: Young people are willing to sacrifice returns for ESG | CNBC Aug 2023

https://www.cnbc.com/2023/08/27/not-just-math-and-numbers-young-people-are-willing-to-sacrifice-returns-for-esg.html

The ESG Generation Gap: Millennials and Boomers Split on Their Investing Goals | Nov 2022

https://www.gsb.stanford.edu/insights/esg-generation-gap-millennials-boomers-split-their-investing-goals

Beyond Returns: The Rise Of Values-Aligned Investing | Forbes May 2023

https://www.forbes.com/sites/forbesbusinesscouncil/2023/05/26/beyond-returns-the-rise-of-values-aligned-investing/

ICYMI another episode you might enjoy:

Episode #120 Where can I find an advisor to help me invest according to my societal values?

Episode#124 What to ask a financial planner if you want them to consider your societal values

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