Jeannie Boyle at HUM London 2022
Why Climate Change Matters to Financial Planners
At Humans Under Management London 2022, Jeannie Boyle, director at EQ Investors, presented on the critical intersection of climate change and financial planning.
The talk addresses the pressing challenge of integrating climate change considerations into financial advising. It highlights the importance of understanding client values and the broader societal impacts of investment decisions.
Key insights include:
- The need for financial planners to shift from a purely profit-driven mindset to one that incorporates ecological sustainability and client well-being.
- Acknowledging that traditional measures of success, such as GDP, fail to capture the true costs and benefits of economic growth.
- The importance of helping clients define their own concept of "enough" in terms of financial and personal goals, rather than perpetually accumulating wealth.
- Recognising that climate change is real and requires actionable strategies to mitigate its impact on clients' financial futures.
Watching this video will empower financial advisers to enhance their practice by integrating sustainability into client conversations, ultimately fostering stronger, values-driven relationships.
