More and more clients are interested in sustainable investing. They are increasingly asking to discuss it with their wealth planner or financial adviser, and yet, when it is raised, how do you have a meaningful conversation here? In a complex space, where do you begin? And where do you close the discussion before moving on to next steps.
Dynamic Planner’s psychometric sustainability questionnaire captures your client’s sustainable investing preference in a clear and consistent way. The questionnaire was an industry-first when it launched in 2021 and is created by the same behavioural science team responsible for Dynamic Planner’s market-leading risk profiling questionnaires.
