Are you a socially driven financial adviser?

March 16, 2015 5:54 pm Published by

Are you a socially driven financial adviser? Here are some reasons you should be offering social investment to your clients.

Your financial services expertise can be used to deliver social good

  • Offering advice aimed at delivering a defined and measurable positive impact on society
  • Aligning the values of all stakeholders; the client, the adviser, the firm and society
  • Positions the integrity of your business.

You have the opportunity to lead the way with an area of wealth deployment which can potentially add significant value to society at large, whilst bringing a sense of fulfilment and, hopefully, financial return, to your individual clients.

See how Worthstone can assist you to deliver this area of advice here or view our pricing model 

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