Here's How To Talk Money With Your Family (Rewind Episode)
The Stacking Benjamins Show
00:00
Are You Surprised by the Conversations You Have?
Many advisors initially say, you know what, a lot of my clients aren't really asking for ESG. But when you bring it up proactively to a client and say, hey, there's another way we can invest, they're surprised by the conversations they have. That's why I think there needs to be a name change. Because frankly, if you ask me, do I want an ESG portfolio? No, I really don't care. If you ask me personally, would you like your portfolio to align with your values? I go, oh, hell yeah.
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