Director of Sustainability Rebecca Hu discusses this powerful tool for connecting with clients on the story of their portfolio.
Director of Sustainability Rebecca Hu discusses this powerful tool for connecting with clients on the story of their portfolio.
by Morgan du Plessix and Rebecca Hu
Morgan du Plessix is joined by our Director of Sustainability Rebecca Hu to shed light on a common challenge faced by advisers — effectively connecting with clients over the story behind their portfolios. In this episode of “The Values Conversation,” they delve into the transformative power of impact reporting as a tool for advisers to forge deeper connections with their clients. This tool can offer a more holistic approach to financial planning through more accessible metrics and real-world equivalencies. Rebecca offers insights into common questions on how to adapt to an evolving landscape where clients are increasingly concerned about the broader impacts of their financial decisions.
Impact reporting isn't just about charts and graphs; it's about aligning clients' portfolios with their personal values. Here are some key takeaways for utilizing this tool to navigate an evolving investment landscape.
- Impact reporting serves as a powerful tool for advisers to foster deeper connections with clients by weaving clear narratives around the impacts of their portfolios.
- A more holistic approach to reporting metrics can be accessed through impact reporting. This tool allows for an additional touchpoint beyond traditional financial performance indicators through incorporating accessible and resonant storytelling metrics that reflect the interconnected nature of real-world issues that can be impacted by investments.
- As clients increasingly prioritize the broader impacts of their decisions, advisers who adeptly incorporate impact reporting into their practices can better navigate a changing financial landscape by aligning portfolios with evolving client values and concerns.
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