Date: Wednesday, January 22, 2020

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: Edward Jones

Offering ESG/SRI funds may not be enough to appeal to your socially-minded clients, as many prefer advisors who practice what they preach. Is your firm operating at a level that aligns with the ESG funds you offer your clients? There are proven ways to enhance your company’s value by being more socially responsible to parallel client values.

Join this complimentary webcast to learn how to activate and elevate your practice with “green” daily operations. You will discover how to:

• Build simple, clearly defined portfolios that reflect your clients’ investing desires, particularly for millennial clients
• Affiliate with charitable-giving groups where you can meet like-minded advisors and potential clients
• Diversify your advisory staff and implement other ideas to help you stand out from other, less-involved practices

Speakers:

Amy O'Brien | Global Head of Responsible Investing | Nuveen  
Jeff Gitterman | Co-Founding Partner | Gitterman Wealth Management, LLC