Advisors who want to reach new clients, and retain their current ones, will need to find more ways to bring personalization to their practice. But it can be difficult and time-consuming to deliver portfolios that align with client values at scale, especially with new regulatory compliance considerations.
Join Gabe Rissman, co-founder of YourStake, to learn more about the growth of the values-based investing space, the challenges advisors need to consider, and ways to deliver more value to your client:
– The importance of understanding the right language to use around these themes with your clients.
– Understand the differences between “ESG”, “values-based”, “socially responsible”, and “faith-based” investing
– How you need to create and document your values-based investing processes to overcome regulatory scrutiny as the SEC continues audits in the wake of its
ESG risk alert
– How to offer personalized investments for your clients and deliver portfolios that have higher values alignment without sacrificing financial performance or
creating administrative nightmares.
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
Members can use the promo code CECOACHING for free registration.