Episode 3: Where, When and How to discuss Sustainability with investment clients
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Episode 3: Where, When and How to discuss Sustainability with investment clients
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In this episode we look at Where, When and How to raise sustainability/ethical/responsible investment options with clients. We also cover the issue of 'sludging' issues from Consumer Duty and how, inadvertently, many advice firms are creating barriers to clients achieving their investment preferences and objectives.
The full transcript of this episode is available here:
https://www.esgaccord.co.uk/wp-content/uploads/2025/08/Episode-3-Transcript.pdf
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