Webinar: October 19, from 12-1 pm. 1 CFP CE Applied for.
Imagine developing an interest and degree of expertise in an approach to investing that deeply resonates with ultra-high-net-worth families, women, millennials and Gen-Xers. For some advisors, incorporating responsible investing has become transformational, as it opens up entirely new branding possibilities, exponentially expands opportunities to attract new clients and presents an impassioned new agenda for existing client families.
This presentation demystifies this rapidly growing discipline by reviewing the history, clarifying the terminology and presenting a compelling case for initiating conversations with clients. Responsible investing can make the world a better place, allow clients to align their values and portfolios without sacrificing performance, AND have significant implications for the success of advisors’ practices.
David Gordon is a vice president and director of Eaton Vance Advisor Institute. He is responsible for
supporting advisors who serve ultra-high-net-worth clients with programming that addresses the planning
and investment requirements of wealth holders. He joined Eaton Vance in 2007.