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

Here’s how cities in developing countries can tap green bonds

Developing cities can finance climate-resilient infrastructure and renewable-energy projects by improving their creditworthiness or aligning investment goals with green bond performance targets, according to a recent report.

Details »

Responsible investors key to global sustainable development

A growing number of responsible investments offer tangible opportunities to support sustainable development while generating long-term value for your clients

Details »

B.C. First Nation leads with green technology, sustainability

Meet the solar-powered T’Sou-ke Nation, which also boasts a wasabi plantation and oyster farm

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