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S4E7 Ethical Investing
Manage episode 462817223 series 3591847
内容由Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka提供。所有播客内容（包括剧集、图形和播客描述）均由 Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
How do you approach the ethical investing conversation with your clients?
Open discussion?
Advocate for the option?
Or just avoid it and hope they don't ask? (Don't feel bad if this is you - you might be in the majority).
In this week's episode, Nathan and Jordan explore this very big, somewhat intimidating topic. And, as always, the aim is to explore it from the perspective from the adviser's chair.
What are the practical elements you need to cover?
What are the questions you need to ask - and are likely to be asked?
Why does it matter?
And what are your options?
It was a fun one to record, because it was a chance to interrogate Mr Fradley around the ins and outs. And his unique perspective (as part-owner of Ethos ESG and ethical investing enthusiast) was particularly valuable.
Links You Might Like
Ethos Impact Assessment Questionnaire: Take the Impact Assessment on Ethos
ASIC v LGSS Pty Ltd 2024 Judgment
Commentary from Gilbert + Tobin re: ASIC and ACCC Actions
Nathan:
Jordan:
LinkedIn:
Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.
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