“If we, as a resource, can ask good questions of people and get them to think about things, or bring things to the table that they maybe haven’t thought of before so they consider standard topics in new ways… clients appreciate that.”
Norman Boone sees the role of a financial advisor as more than just financial analysis, it is about “coaching and counseling to help people through periods of transition and to help them have and utilize an appropriate perspective on the kinds of decisions they need to be making in their life so that they can use their resources as effectively as possible.” His practice is not focused on impact investing, but he wants to be able to address his clients’ needs, whatever their life stage or investment philosophy may be. He needs a go-to resource that can be a trusted partner in educating and providing options to clients that are looking to align their money with their values.
For Mosaic Financial Partners clients that have an interest in socially responsible and impact investing, ImpactAssets is a responsive and informed resource to help with inquiries by providing one-on-one or group presentations about impact investing. This type of education “helps clients feel confident that their interests are being attended to, and that we’re bringing products that would serve them well in that regard,” says Norman.
The Impact with ImpactAssets
Financial advisors that are looking toward the future of their business realize that every year, more people are seeking a deeper connection of their money to their values. Many advisors don’t have specific training sustainable investing and until recently, these options have been a niche specialty. But according to Norman “it is an important message for all of us to be thinking about and to somehow or another be considering so we can make a conscious decision as opposed to a default decision.” ImpactAssets knows the important role financial advisors play in growing the field of impact investing and is committed to supporting advisors by providing high quality and accessible impact investment products and educational resources.