https://www.yourstake.org/esguniversity/ep-11-how-beekeeping-brought-me-into-esg-investing

Listen to the full episode, as Jon and Gabe discuss:

• Prospecting new clients using a small jar of homemade honey
• Building better conversations around ESG investing by talking about client’s gardens and how they’re looking for new steps to engage with bettering the world
• Using ESG data to find investment opportunities without the need to compromise on returns
• Understanding client preferences and thresholds for company actions and how to utilize tools to build the right portfolio for them

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About YourStake Your Story:

YourStake aims to provide advisors with everything they need to understand ESG issues, analyze portfolios, and report to clients. We want to equip you with the underlying data and analysis tools to navigate ESG. The YourStake, YourStory podcast is designed to amplify voices in the financial industry who are leading the charge for socially responsible investing practices.

Each episode, we are joined by experts in the field to hear their stories about what brought them into the industry, why they are passionate about ESG and values-based investing, and much more.

https://www.yourstake.org/esguniversity/ep-11-how-beekeeping-brought-me-into-esg-investing