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Get your clients’ attention with responsible investment
What is stopping advisors from discussing responsible investment (RI) more with their clients? How can it help them connect more deeply with them? Are advisors missing out on important opportunities?
No matter if you have doubts or are already providing RI solutions to your clients, this webinar is for you.
Our guest expert will address the typical questions and challenges advisors encounter and offer practical tactics to improve your client interactions.
Date : May 14, 2024, 11 AM EST
Speakers : Milla Craig, President and CEO, Millani | Responsible investing advisory services
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The unintended consequences of COVID-19 in the fixed income market
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Legal notes
This webinar is intended for advisors, wealth management firms, alternative product managers and sales representatives.
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