Tell Friends About SRI | Goodfunds Wealth Management

How to tell your friends about sustainable and responsible investing

Right now, people you know would like their money involved in the sustainable and responsible investing movement, they just don't know how. Or they don't know anyone that can help them yet. We like working with people like you, and the people you like. Who do you know that might agree with some of Goodfunds' guiding principles?

Of course you probably don't know all the details of your friends' finances. All you need to do is consider whether the household or organization is likely in need of trustworthy financial advice at this point in their lives. According to a recent CFP Board survey, 9 catalysts that prompt investors to seek professional guidance:

Receiving an inheritance/windfall 73%

Increasing complexity of investments 62%

Portfolio growth 52%

Need to make 401(k) distribution decisions 52%

Loss of assets as a result of own trading/investing 43%

Market downturns 35%

Change in marital status 32%

Change in job status 24%

Birth of a child 19%

Who can you think of right now that is or was recently dealing with one of these things listed above?

Three options for your next step

Personal introduction. We would be happy to take you and your friend or colleague to lunch or to a coffee house to get acquainted. Or we can have a conference call if more convenient. Of course feel free to share your impressions and service experience with your friend in advance.

Email. Just send your friend an email with Goodfunds' contact info and CC us. Or click here for a quick 2-page profile you can print or download.

Name drop. Simply give your friend our name and number. But this sometimes results in people not getting around to dealing with it despite their best intentions. So if you really want to help your friend and introduce them to sustainable investing, a personal introduction is generally better.

We do not send unwanted junk mail. We simply and politely contact your friend or colleague to see if they might be interested in learning more about trustworthy advice and sustainable and responsible investing. If they are not interested, we will not contact them again.

Who is a good match for Goodfunds' services?

First of all, it means a great deal to us personally that you are considering referring your friend, family, or colleague to us. We will thoroughly enjoy meeting them, we'll discuss their situation and needs with them, and see if they might be well-served with our services.

As you know, we serve a very specific group of clients so we can provide top-notch service. Sometimes a person's needs won't fit with our services and we will refer them to a colleague who can provide a different range of services. Rest assured that we'll try to help your friend or colleague find the best solution for their needs, whether through our office or another, and they will be treated with respect and dignity.

Thank you!

Site sponsored by Eric A. Smith, CFP^®, AIF^®
Specializing exclusively in sustainable and responsible investing since 1986. Member of First Affirmative Financial Network, US SIF, Green America Business Network, and Financial Planning Association. Securities & investment advisory services offered through KMS Financial Services, Inc. KMS is a FINRA Registered Broker/Dealer, member SIPC, and SEC Registered Investment Advisory firm. Please review our additional disclosures and disclaimers and contact information. ©2012 goodfunds.com; Eric A. Smith.