Guest: Samuel Adams, CEO, Vert Asset Management

Category: Technical

In this episode, Samuel Adams, CEO, Vert Asset Management discusses sustainable investing and answers the questions:

How do you talk with your clients about sustainable investing?
What does the investment planning process look like? Then how do you recommend and/or implement sustainable investment portfolios for your clients?
How can sustainable investing impact your business?

Access the related resources from this podcast:

Don’t miss the other episodes in this series:

What is sustainable investing?
Why is it important for your clients?
How can you advise your clients?

The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.

Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic! And leave us a review so we can continue bringing valuable and relevant content to you.

Sustainable investing: How can you advise your clients? (Part 3 of 3) {PFP Section}

AICPA Personal Financial Planning (PFP)

Sustainable investing: How can you advise your clients? (Part 3 of 3) {PFP Section}