As client demand for Environmental, Social and Governance (“ESG”) and sustainable investing reaches new records every quarter, advisors are asking, “Where do I start?” and “What is the best way to talk to my clients about ESG?”
In this webinar, Gabe Rissman, president and co-founder of YourStake, will explain how every advisor, with the right information and tools, can leverage values-aligned investment strategies to win prospects, grow assets, and set their firm apart.
What you will learn:
- What “greenwashing” is and why it’s dangerous to investors
- How to help clients define what ESG investing means to them
- How YourStake’s tools can ensure a client’s portfolio is aligned with their personal values
- Attracting and winning prospects through Impact Metaphor Metrics
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Co-Founder and President