Get the “Impact” Conversation Started With These 10 Questions

December 15, 2021

Impact investing is a great way to create deeper, more meaningful intergenerational relationships with your clients. Here are 10 questions to help get the conversation started.

  1. Are you interested in becoming more connected with your investments?
  2. Is it helpful to know how your investments are impacting others/the environment?
  3. Are there any key issues that you would like to invest in?
  4. What does it mean to you to be a steward of your investment capital?
  5. Have you considered the non-financial outcomes of your investment portfolio?
  6. Is your capital doing what you want it to do for you and others?
  7. What does the power of capital mean to you?
  8. Do you have an interest to align your values and your investment portfolio?
  9. Have you heard of the sustainable development goals? (SDGs)
  10. What if you could invest in themes that align with your charitable dollars?

If you would like an easy-reference version of these essential questions we’ve also made available a printable version you can download here.

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