Vice President of Responsible Investing, Kent McClanahan, uncovers an important truth: Clear communication is key when aligning client values with financial goals. In a recent survey, it was discovered that many clients are interested in discussing ‘responsible investing’ with their advisors but are less excited when we use the term ‘ESG investing.’ We believe in leaving the jargon behind and focusing on meaningful conversations! Check out Kent’s piece for some interesting survey results:
Learn how the so-called sin stocks of oil, alcohol and tobacco can fit into a responsible investing strategy in our latest newsletter. https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/solutions/responsible-investing-newsletter.pdf
Want to help raise money-savvy adults? Contact me for financial literacy resources for youth, teens and young adults.
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When it comes to responsible investing, language matters
Vice President of Responsible Investing, Kent McClanahan, uncovers an important truth: Clear communication is key when aligning client values with financial goals. In a recent survey, it was discovered that many clients are interested in discussing ‘responsible investing’ with their advisors but are less excited when we use the term ‘ESG investing.’ We believe in leaving the jargon behind and focusing on meaningful conversations! Check out Kent’s piece for some interesting survey results:
Read MoreLearn how the so-called sin stocks of oil, alcohol and tobacco can fit into a responsible investing strategy in our latest newsletter. https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/solutions/responsible-investing-newsletter.pdf
Want to help raise money-savvy adults? Contact me for financial literacy resources for youth, teens and young adults.