The SRI Conference & Community Webinar Series

Summer Webinar Series

Coming Soon . . .

webinar-09182019

SRI: How to Have the Conversation

Presented by: Patrick Drum, MBA, CFA®️, CFP®️, of Saturna Capital
Date: September 18, 2019
Time: 2 p.m. to 3 p.m. EST
 
We get it. Sustainable, responsible, and impact (SRI) investing is new territory for many advisors. And that can keep them from having the talk they should have with their clients around this $12+ trillion investment movement. 
 
This webinar features Patrick Drum, portfolio manager with Saturna Capital, who shares a simple, but highly effective framework to help you have the most productive conversations with your clients around SRI, such as:
  1. Knowing who your best prospects are for SRI
  2. Understanding the 4 key SRI conversation-opening opportunities
  3. Using a values matrix to guide your conversation
  4. PLUS: The power of the “Sustainability Smile” 
You don’t want to miss this chance to learn about the simple, but powerful steps you can take to build your business through SRI.

View the Webinar
webinar-08072019

SRI: Your Unique Value Proposition

Presented by: Theresa Gusman, CIO of First Affirmative
Date: August 7, 2019

Tune in for actionable insights for growing your business that can only come from an exclusive focus on advisors:

  • Understanding your ideal prospects for SRI/ESG
  • Crafting the right message for each type of prospect
  • Choosing the best SRI/ESG investment options for each client

View the Webinar
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Webinar Replay

SRI: Your Unique Value Proposition

Presented by: Theresa Gusman, CIO of First Affirmative
Date: August 7, 2019

Tune in for actionable insights for growing your business that can only come from an exclusive focus on advisors:

  • Understanding your ideal prospects for SRI/ESG
  • Crafting the right message for each type of prospect
  • Choosing the best SRI/ESG investment options for each client

×
Webinar Replay

How to Have the Conversation

Presented by: Patrick Drum, MBA, CFA, CFP
Date: September 18, 2019

This webinar features Patrick Drum, portfolio manager with Saturna Capital, who shares a simple, but highly effective framework to help you have the most productive conversations with your clients around SRI, such as:
  1. Knowing who your best prospects are for SRI
  2. Understanding the 4 key SRI conversation-opening opportunities
  3. Using a values matrix to guide your conversation
  4. PLUS: The power of the “Sustainability Smile”