10 Questions to Ask Your Client

September 19, 2023

One of our big goals at CommonGood Capital is to be a resource for RIAs and Investors by providing education and access to world-class impact investments that have been vetted through our due diligence process, making your job easier.

The evidence is showing that the majority of millennials view their investments as a way to express their social and environmental values, with over 92% in one Deloitte study saying that business success is about more than just profits. According to a Morgan Stanley study, 84% of women expressed an interest in sustainable investing while Morningstar research suggests that 72% of ALL investors, regardless of subgroup, are interested in investing in a better world. Conclusion: Your clients are already statistically likely to react positively to the idea of Impact Investing – and yet, many advisors struggle to meet the growing demand.

To help you help your clients move from idea to action, start with these gentle questions to gauge interest as well as to start your clients thinking about how their capital can be profitable while also benefiting the common good.

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