How is the securities business model shifting with ESG going mainstream?

📐 Answer Framework

ESG->Advisory

💬 Sample Answer

Shift from sales to wealth formation. Explain ESG products and build long-term portfolios aligned with client values.

🎯 Strategy

Check FSA policies and IR data for product trends. Link risk tolerance with values in client dialogue. Note the analyst shift to storytelling. Prioritize compliance.

⚠️ Common Mistakes

• ✗ESG as buzzword
• ✗Short-termism
• ✗Ignoring life goals

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