Our industry is full of inspiring individuals and barely a day goes by without some new nuggets of wisdom being shared. As we approach the end of the year, I set myself the (very hard) task of selecting only three people whose wise words have resonated most with me from among multiple webinars I’ve watched during 2020. Below are my brief notes from each one.
Paul’s epiphany came because it was “harder to continue to live hiding my mental health issues than it was to be brave enough to open up about them”.
As CEO of a major financial corporation, Paul’s willingness to address the topic of mental health shows both courage and supreme leadership.
Be wise to mental health:
How employers/colleagues can help with mental health:
Brett is a coach for advisers and teaches them how to turbo-charge their business. A lot of what he writes is relevant for any business so I often read his updates. In particular I found his “Get Sh!t Done” process invaluable.
My summary of Brett’s top tips is listed below. You can sign up for a more comprehensive summary by clicking here (it’s free).
Julia has been talking about the importance of ESG in investing for the last 20 years. Sadly, it seems that most of the world has only started listening in the past 12 months.
She uses two channels to spread the word on ESG; SRI Services and FundEcomarket as well as writing a newsletter that flags upcoming events and key news in the sector.
She also has a “Find an Adviser” section on her FundEcoMarket website that allows end-clients to find advisers who can help them invest with an ESG focus. I’m delighted to see that a number of the adviser firms we partner with are on that list but I’m amazed that only 30 advisers are currently listed.
Finally, I’m excited to see the launch of Julia’s Dialshifter project next year. Her aim is to “inform the whole investment chain” (fund manager, DFM, adviser, retail investor) and act as a conduit to connect interested people to high quality providers.
Before you ask, I’m not on a retainer from Julia! I flag this because I firmly believe that ESG is not a passing fad, this is a core investment building block that is here to stay. And as the wealth shifts between generations, I think this will become a default investment selection for many millennial investors. If you’re not ready to meet that demand I would recommend getting up to speed as soon as possible. Get in touch with Julia direct or read our white paper “Everything you wanted to know about ESG but were afraid to ask”.