Pulse article and White Paper on ethical and responsible investment
What are the four pillars that should characterise a wealth management consultancy focused on ethical and responsible investment? That’s easy, they need to focus on these things:
- They need to care about your best interests
- They need to listen to you
- They need to keep their promises
- They need to align their wealth management advice with your values & beliefs
I have found that very few people know that some wealth management consultants specialise in ethical and responsible investment. Equally importantly, they don’t really understand what makes the difference between a standard wealth consultant and one that specialises in ethical and responsible investment.
I really didn’t realise how big a problem this was until I was talking to my marketing consultant. He asked me how I differentiate my business.
In reality, many of my existing clients are loyal customers because they know me as a person and have developed a relationship of mutual trust with me.
But that’s not much use when it comes to completely new clients. They simply don’t know me or how I do business. So how can I communicate to them what it is I do? That’s when I turn to the four characteristics that I listed above. It’s about owning them and making them real in my own business.