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Sustainable Investing: 3 Part Series with AICPA

AICPA Podcast Series on Personal Financial Planning

Sam Adams, CEO, recorded a podcast series for the AICPA (American Institute of CPAs) on sustainable investing.

Each podcast runs approximately 30 minutes so they are short enough to listen to on your commute, but in-depth enough to give actionable insights. Overall, they provide an introduction to the What, Why, and How of sustainable investing.

1. WHAT?: The types of sustainable investing, the different performance expectations, and investors’ preferences.

2. WHY?: The reason investors want sustainable investing, and the reasons advisors might add it to their offering.

3. HOW?: Building portfolios, talking to clients, and growing your business.

Topic
  • advisor education, sustainable investing
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