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:
- Knowing who your best prospects are for SRI
- Understanding the 4 key SRI conversation-opening opportunities
- Using a values matrix to guide your conversation
- 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.