Are Advisors Missing the Forest for the Trees? – Kiley Miller on Sustainable Investing

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Why is ESG moving from marginal to mainstream? Aligning investments with values is just the beginning.In this episode, Laura Gregg and David Partain talk with Jeffrey Gitterman, Co-Founding Partner and Creator of Sustainable, Impact, and ESG Investing Services at Gitterman Wealth Management, LLC. They discuss his passion as an ESG advocate, why he believes it belongs in every client conversation and how advisors can make it a standard practice.

Learn more about your clients

What’s a great way to learn about your clients’ ESG priorities and performance objectives? Ask them! Sign up for a questionnaire you can use to better understand your clients’ needs and have more productive conversations.


Learn about simple, smart and sustainable ETFs from FlexShares

Learn about simple, smart and sustainable ETFs from FlexShares