Aligning clients’ values with their financial plan

Financial advisors are in a unique position to focus on their clients’ individual preferences and goals on a deeper level to customize their investments according to what matters most to them. Values-based investing is an opportunity for advisors to more deeply understand what motivates their clients to meet them where they are, and craft solutions that incorporate all of their goals. Raymond James senior vice president and head of Sustainable Investing, Samantha Trebesch, shares the discussions and resources that are necessary to help achieve that alignment. Also hear from financial advisor TJ King on how prioritizing values-based conversations has helped shape his business.