114 Framing an ESG conversation with your clients

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

Konten disediakan oleh BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

3+ y ago 28:09

MP3•Beranda episode

Developing a relationship with your clients and understanding their aspirations and objectives is key to successful planning strategies. Many clients are not aware that their values can increasingly play a role in how they invest. So how do you open up conversations with clients about their values and better understand their perspectives surrounding environmental, social and governance (ESG) investing?

Kristi Mitchem, BMO Global Asset Management’s CEO, joins the podcast to discuss the impact that ESG investing can have on client portfolios, both to align with your client’s beliefs as well as meet their financial goals. Plus, she shares new proprietary research that can help you and your clients discover the role that ESG can play in their long-term strategies.

For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

136 episode

#MBA #Ben D. Jones #Emily Larsen with BMO Global Asset Management #BMO #Trading #Business #Financial Advisors