Client questions like these are gold for the informed advisor because you can point clients to stories of projects being funded by impact investing institutions. There are options available to every advisor—those that are tied to a particular platform and those that have a practice that can do more customized deals.
Additionally, as the advisory space becomes increasingly commoditized and automated, talking about impact can enable you to have deeper, more meaningful conversations with your clients, helping you differentiate your practice. Suddenly you can speak with clients about some of the coolest, life-changing innovations happening in the world and help them shape their portfolios at the same time.
This is just a start, but understand these three things and you’ll be on your way to a more thriving advisory practice that will position you well for today’s and tomorrow’s investors.
Justin Conway is vice president of Investment Partnerships at Calvert Impact Capital.