Advisor Practice Strategies to Meet the Demand for Responsible Investing

12 Jun 2020
11:00 am - 12:15 pm (EDT)
Retail Advisor Day

Advisor Practice Strategies to Meet the Demand for Responsible Investing

The vast majority of individual investors are interested in responsible investments and are looking to their advisors to guide them towards responsible investment options that align with their needs. This creates a challenge for advisors: how to engage clients in meaningful and productive conversations about RI? And how to orient their advice practices to meet this escalating demand for responsible solutions? In this session, Asmita Kanungo, National Director, ESG Practice Management at NEI will discuss best practices in client engagement and practice management, followed by a discussion with two leading RI advisors who are incorporating these practices in their businesses. Learn how to differentiate your practice, bolster your clients’ RI knowledge, help them effectively translate their interest in RI into suitable investments, and grow your business through responsible investment solutions.