FA and Wealth Managers Summit: All About ESG


For FAs and Wealth managers, communicating with clients is harder than ever, and nowhere is that more evident than with the growing ESG field. Your clients need to see your expertise, but they also want to know you share their values. That’s why we recently held a Summit with advisors and wealth managers in our network to discuss what’s been working for them in their conversations with clients about ESG.

One key takeaway: Show existing clients how to dip their toe in. Open up the ESG dialogue with already existing clients, and provide them with simple ways to test small portions of their portfolio in ESG investments.

Want to learn more? Fill out the form below and we’ll send you our notes from this event.

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