Sustainability Conversations for Financial Planners: growing your effectiveness

“Courage is what it takes to stand up and speak; courage is also what it takes to sit down and listen.” Winston Churchill

Do you struggle to start conversations about sustainability?

Is your current approach to sustainable investing serving your clients - and you?

Would you like more resources to support these conversations?

This one-day training will provide you with new perspectives and tools for shifting blockages to change. It will include individual and group exercises, with the aim of facilitating you to:

  • Introduce sustainability into conversations in a fun and engaging way

  • Develop your own script, supporting you to reach a deeper understanding of your clients’ priorities

  • Gain awareness of hidden dynamics and missed potential

  • Sense into your power to effect change as a financial adviser

If appropriate, this practical workshop may include opportunities for a number of participants to explore their particular issues, including in a systemic format. For more information on the methodology see this page.

Next workshop dates:

London: Monday 16th February 2026 09:30-16:30, Hammersmith Quaker Meeting House, 30-32 Bradmore Park Road, London W6 0DT

Participant numbers are limited so you are advised to reserve your place early.

Reserve your place

Programme launch offer: first 12 places available at £150 each with code FP-1602 (full price £200). Email Steph if cost remains a barrier to participation.

If you still have questions then contact Steph to arrange a chat. If you are interested in this workshop but not available on the date, please email Steph to be notified of future dates.