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Nathan Fradley – The Right Shade of Green – Matching client expectations with ethical investment

Nathan Fradley
Owner of Lime Financial Planning

Nathan Fradley – The Right Shade of Green – Matching client expectations with ethical investment

To round out our web event sessions for this year, it seems fitting to invite 2020 Brains Trust Award winner Nathan Fradley on to dive into an important and still not widely and fully grasped topic – ethical investing. A ~45 minute podcast with Clayton was definitely not enough to get Nathan’s thoughts and insights on how he is tackling ESG investing with his clients.

This session will include a discussion on (and will definitely not be limited to) how to bring up the topic of ESG investing and have better conversations with clients, the tools available now to help you match clients expectations with the product recommendations provided and how you can upskill in this area (and where to go).

2 months ago

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