Why now’s the time to discuss ESG investing with your clients

According to a recent Betterment at Work survey of 1,000 investors, 86% indicated it was important that their investments align with their values. Betterment at Work makes it easy for clients to support companies that prioritize sustainable practices.

Nearly half (47%) of respondents said they would be more likely to work with a financial advisor if sustainable investing options were available.

But few had learned about ESG opportunities in the market from an advisor. Betterment at Work makes it easy for your clients to save for the long term, while investing in sustainable issues that matter to them.

Why now’s the time to discuss ESG investing with your clients

Nearly half (47%) of respondents said they would be more likely to work with a financial advisor if sustainable investing options were available.

Download the survey