2022 Study of ESG Preferences and Advisory Practices in the United States

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DateJun 3rd, 2022

Author

Pat Spenner

Read time 10 minutes

2022 Study of ESG Preferences and Advisory Practices in the United States

Download the infographic

US investors are increasingly attuned to sustainable investing concerns. Wealth managers that deliver a high caliber ESG experience stand to see significant gains in loyalty, advocacy and assets under management.

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About author

Pat Spenner

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Pat heads marketing and strategy at Capital Preferences, driving go-to-market strategy, messaging and thought leadership.

He is a co-author of The Challenger Customer, a Wall Street Journal best-selling book on B2B marketing and sales, and has contributed to Harvard Business Review and blogged for Forbes. He lives on New Zealand’s South Island with his wife, four children and two overactive border collies.