Jan 14, 2022
ESG investing (Environmental, Social, and Governance investing) is a growing buzzword in the financial industry. More and more people are interested in aligning their values with their investments. On today’s show, Luke Wilcox the founder of Ethos ESG joins us to discuss ESG and how his company is helping advisors elevate their services.
There is a lot of information out there about this type of service and it can be overwhelming. That’s why Luke started this journey. He wants to simplify ESG and educate others. Focusing on client engagement, his organization assists advisors with managing client risk, portfolio values, and more. Join us as we discuss ESG and how Ethos ESG can elevate your client services.
Contact Luke: email@example.com
2:21 – What is Ethos ESG?
4:06 – What led Luke to start this business?
5:44 – How does Ethos help advisors?
9:34 - Multi-generational planning
11:17 – Outputs are branded for you
12:20 – What educational opportunities are there?
13:28 – What are some trends and prognostications?
15:45 – Is there an ideal client for Ethos?
17:05 – How do you start this conversation?
17:54 – What’s next for Ethos?
20:00 – How can you get connected with Luke and Ethos?