Stevens, who arrived at MicroPlace earlier this year from the Calvert Foundation and served as a project manager on the Gateways to Impact Industry survey, says he welcomes questions from financial advisors.

"Our goal is to have conversations with advisors about impact investing in a language they can understand," he says. "We want to be an entry point to start conversations between advisors and clients, and we want to help them connect with the next generation of customers."