Why Sustainability is Important for Wealth Management with Lydia Pinnell Lawrie

Lydia Pinnell Lawrie is the senior strategist at Clarity AI, a company that brings societal impact to markets. They build-in a customizable, scalable sustainability tech kit to your existing workflow, which empowers you to efficiently and confidently assess, analyze and report on anything valuable to your clients and everything required by law.

Doug and Lydia sat down at the T3 Advisor Conference and talked sustainability and the importance of it in wealth management. They also discuss

  • Increasing demand for sustainability across the industry
  • Ways to discuss sustainability with your clients
  • How to think about including sustainability as a way to deliver personalized advice to your clients
  • The big idea behind Clarity AI and how advisors can work with their technology platform

Resources: Clarity AI

Related: Moving Captive Advisors to the Land of the Free with Danielle White