Gen Y Planning's Sophia Bera details why she uses a one-page financial plan and an action checklist – not comprehensive financial planning software – to deliver ongoing financial planning value to her next-generation clientele.
Until the industry adopts standard metrics for ESG investing, only customization and transparent communication and disclosures will help these strategies fulfill their promise to investors.
Be honest about how well the 'set it and forget it' approach works in investing—and how investment management is just a small part of what clients pay you for.