Join us April 17th from 12-1 pm: Webinar: How to Build Stronger Client Relationships with ESG Investing
Applied for one hour of CE credit towards the CFP® certification.
Today’s investors are increasingly aware that ESG (Environmental, Social, and Governance) issues encompass every aspect of a business. Given the option, most people would prefer to invest in companies that do right by the environment and the communities they serve.
Clients want to know: How do companies minimize their impact on the environment? Do they provide a safe and healthy workplace for their employees? Do they have ethical business practices?
As their financial advisor, you have the opportunity to be their knowledgeable guide. ESG investing is a way to deliver a more meaningful client experience by considering the issues that are important to them, while meeting their financial goals.
During this conversation hosted by ESG Pro and FPA® MA, advisors will learn:
✓ ESG fundamentals, like working definitions and investing approaches
✓ ESG client mindsets, a communications framework you can use with clients
✓ Emphasis, engagement, and exclusion—the levers that fund managers have
✓ Setting client expectations about what ESG investing can and can’t do
About ESG Pro
Designed for the independent financial advisor, ESG Pro is software that helps you start and grow your ESG investing practice. Get ESG model construction tools and client success tools, in one end-to-end solution. www.esgpro.com