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.
Speaker : Milla Craig
Target audience: Advisors in Canada
Event: Get your clients’ attention with responsible investment
Date: May 14, 2024
Time: 11:00 a.m. - 11:45 a.m. EST
Location: Online