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Green Investments: How to Prepare Clients for the Rise of ESG Funds

Green Investments: How to Prepare Clients for the Rise of ESG Funds

Advisor's Edge

February 10, 2025

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Trivia Question❓

What major global agreement, adopted in 2015, has played a significant role in driving the growth of sustainable and ESG-focused investments?

Answer at the bottom of the newsletter

Green Investments: How to Prepare Clients for the Rise of ESG Funds

Sustainable investing is no longer a niche concept—it’s becoming a core part of financial planning. Environmental, Social, and Governance (ESG) funds are gaining traction as investors seek to align their portfolios with their values while still achieving strong returns. As an advisor, preparing clients for this shift can enhance trust and open new opportunities.

Understanding ESG Investing
ESG funds focus on companies that prioritize sustainability, ethical labor practices, and transparent governance. With growing regulatory support and consumer demand, these investments are proving to be more than just a trend—they’re shaping the future of finance.

Addressing Client Concerns
Many clients worry that ESG funds may underperform compared to traditional investments. However, studies show that well-managed ESG portfolios can be just as competitive, if not more resilient, in times of economic uncertainty. Educating clients on risk mitigation, diversification, and the long-term benefits of sustainable investing is key.

Navigating Greenwashing
Not all “green” investments are created equal. Some funds claim ESG status without meaningful commitments. Helping clients analyze ESG metrics, third-party ratings, and fund disclosures ensures they invest in genuinely impactful options.

The Advisor’s Role
As ESG funds become mainstream, advisors must stay informed on regulatory changes, performance trends, and emerging opportunities. By proactively guiding clients through the ESG landscape, you position yourself as a trusted resource for the next generation of investors.

Want to future-proof your advisory practice? Now’s the time to integrate ESG expertise into your strategy.

Your Advisor's Edge Team

The 42-Year Wealth Secret: How the Ultra-Wealthy Protect Their Legacies Tax-Free

Did you know there’s a 42-year-old financial strategy that the wealthiest families use to preserve wealth, protect legacies, and transfer assets tax-free—without relying on the stock market?

Not a gimmick. Not high-risk. Not well-known.
Used by business owners & family offices for decades.
99% of people have never heard of it—but you can learn it now.

How this strategy has worked for over 40 years.
Why it’s completely tax-free for your heirs.
How it fits into your current financial or business plan.
How to start without tying up your liquid assets.

Event Details

Date: Thursday, February 27th
Time: 11am-12pm Eastern
Location: Zoom

The first 25 registrants get lunch delivered!

The Cryptocurrency Stock Diversification Trust – Webinar Invite

Own crypto worth over $1M but don’t want to sell due to capital gains taxes?

What if you could sell, diversify, avoid capital gains taxes, and still receive lifetime income?

No, this is NOT a Charitable Remainder Trust.

Register HERE to join our virtual lunch & learn to discover how our unique, tax-exempt Cryptocurrency Diversification Trust lets you:

Sell appreciated crypto
Eliminate capital gains taxes
Reduce or eliminate estate taxes
Keep the full pre-tax proceeds working for you

Event Details:
Date: Thursday, February 27, 2025
Time: 2-3PM Eastern
Place: Zoom

The first 30 who register get a free lunch delivered!

Join us for this month’s Legacy Planning Lunch & Learn where we’ll explore how to use books, movies, and media to teach your family the values you want them to carry on.

Every person learns differently—some through movies, others through books, podcasts, or apps. We’ve curated top media picks to spark meaningful discussions and connect generations.

At this free session, you’ll discover:

How to use media to teach values
Top media recommendations for instilling wisdom, work ethic, and legacy

Event Details:

Date: Thursday, February 27, 2025
Time: 12-1PM Eastern
Place: Zoom

Lunch is provided for registered attendees!

Featuring Stan Miller, estate planning expert, best-selling author, and co-founder of Wealth Counsel.

💡 Answer to Trivia Question:

The Paris Agreement. This international treaty set ambitious climate goals, encouraging governments, businesses, and investors to prioritize sustainability, leading to a surge in ESG-focused investment strategies.