A Gateway to Better Client Conversations – the ASG Guide

Good advice starts with understanding what matters to clients, and better client conversations often begin with better questions. 72% of adults with investments or a defined contribution pension believe it is important to be asked whether they wish to invest responsibly*, yet clients may not always raise the subject themselves. By strengthening their due diligence and understanding the available approaches, advisers can open positive, informed conversations that uncover what matters to clients and support suitable, well-evidenced recommendations.

The session will explore:

How the report’s practical frameworks and questions can enhance your wider due-diligence process
How to open positive, constructive conversations about clients’ responsible investment and sustainability preferences
What to consider when assessing responsible and sustainable investment strategies
Practical approaches to these conversations and embedding relevant considerations within existing advice processes

Designed as a supportive guide rather than a prescriptive checklist, the webinar will help you navigate the report, empower your client conversations and consider how its voluntary good-practice recommendations could complement your firm’s existing approach.

You’ll gain practical insights into how you can approach sustainability conversations with your clients and embed sustainable finance considerations into your advice processes.

*FCA Financial Lives Survey 2024