When discussing those preferences, uh, with clients, do you now feel that your clients are making their choices from a more informed position covering all the different preferences?

Yes, absolutely.

To be honest, that's probably the biggest benefit we've seen from the whole process.

Whether a client ultimately chooses a conventional investment approach, an ethical, or a sustainability-focused approach isn't really the point.

The, the key thing here is that they're making the decision from an informed position that's aligned to their personal values.

In financial services, almost every decision involves trade-offs.

There are advantages and disadvantages to different approaches, and as our role as an advisor is to help clients understand so they can make informed decisions that align with their views and objectives and values.

So d- do you find that, um, clients always arrive knowing that their personal views can be reflected in their investments? Or, um, do you sometimes find that you're introducing an option, um, via this education process and information process that they hadn't realized actually existed?