“We need to educate clients, but we also need to educate other advisors,” Clifford added.
But how does the advisor carry out this education process? The panel said giving talks and attending conferences are ways to promote ESG.
“Look for groups that would already be interested in this subject,” said Max Mintz, a financial advisor at Common Interests. Panelists said clubs and conferences are good venues to offer the message of investing for the good.