Expanding Your Client Base with Social Responsibility
Social responsibility isn’t just good ethics—it’s good business, attracting clients who value alignment of their investments with their beliefs.
- Implement socially responsible investment (SRI) options to appeal to ethically-minded investors.
- Engage in community and philanthropic efforts to showcase your firm’s commitment to social values.
- Communicate your efforts and achievements in social responsibility through your marketing channels.
- Integrate SRI and ESG considerations into all investment strategies, not just niche offerings.
Assess your firm’s social responsibility initiatives. Consider how you can further integrate these values into your client offerings.
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