Podcast: Sustainable investing series

July 19, 2019

What is it?  (Part 1)
(7/19/19)

Podomatic   |   iTunes  

In this episode, Samuel Adams, CEO, Vert Asset Management discussed

  • What is sustainable investing?
  • Why is it growing in popularity? And is it just a fad?
  • What are the different types of sustainable investing? What are the intentions and outcomes for each?

Why is it important to your clients? (Part 2)
(7/26/19)

Podomatic   |   iTunes  

In this episode, Samuel Adams, CEO, Vert Asset Management discusses sustainable investing and answers the questions:

  • What are your clients’ motivations for sustainable investing?
  • What are advisers’ motivations for sustainable investing?
  • What opportunities do advisers have to become thought leaders for their clients?

How can you advise your clients? (Part 3)
(8/2/19)

Podomatic   |    iTunes

In this episode, Samuel Adams, CEO, Vert Asset Management continues to discuss sustainable investing and answers additional questions:

  • How do you talk with your clients about sustainable investing?
  • What does the investment planning process look like? Then how do you recommend and/or implement sustainable investment portfolios for your clients?
  • How can sustainable investing impact your business?
     

Access the related resources from these podcasts:

The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at https://www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.

Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic! And leave us a review so we can continue bringing valuable and relevant content to you.