SRI advisors: Be true to yourself

Advisor.ca :: June 8, 2010 :: By Doug Watt

There’s value in having a conversation about values. And that’s always been the case for advisors who want to specialize in socially responsible investing (SRI). But how do you get in front of potential clients in the first place?

“We put ourselves out there and we repel as many people as we attract,” says Stephen Whipp, an SRI advisor with Manulife Securities in Victoria. “It’s the branding, so that when someone walks in the office, they at least have an inkling of what it’s going to be like.”

Whipp learned the hard way that as an advisor, it’s important to be yourself. “Many advisors love the outdoors, they’re environmentalists, they’re active in their own community, but when they put on that suit, they’re an advisor. All they are interested in is profit and loss, the P/E ratio, all the mumbo jumbo. They get so caught up in that, they forget about who they are and what interests them.”

“Don’t be someone you’re not. I started doing it that way, I realized it wasn’t me.”

Read More…


Bookmark and Share

***


Upcoming Events & Seminars

More Events »

Whipp Tips & News

Sweden’s largest pension fund just gave Exxon Mobil and other energy giants a stinging slap on the face

Sweden’s largest pension fund, AP7, has sold its investments in six energy companies that it says breach the Paris climate agreement

Details »

Fund Selector: ESG myths and realities

There are plenty of companies that make a positive contribution to society and the environment that have also performed extremely well.

Details »

Top UK fund manager divests from fossil fuels

Archbishop of Canterbury plays crucial role in BMO Global Asset Management’s decision to dump £20m of shares in firms such as BHP Billiton

Details »

More News »


:www.leedejonesgable.com

The information in this website was obtained from sources believed to be reliable, however, we cannot guarantee that the information is accurate or complete. The information provided is a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities.

Leede Jones Gable Inc. is a
Member of IIROC and the Canadian Investor Protection Fund
Stephen Whipp is a member of the Responsible Investment Association