Breakout Session

60-Minute Workshop

Take Planning Conversations Deeper:Leveraging Impact Investing, SRI, and ESG Investments to Forge Enduring Client Relationships

Level of Complexity: Intermediate

Speaker(s)

• 

  Sonya Dreizler, CFP®

  Consultant to Financial Services Firms
  Solutions With Sonya

Find out the important distinctions between SRI, ESG, and Impact Investing. Understand where the rising demand for this type of investing is coming from. Hear about a variety of ways to meet that demand in a way that works with the values and infrastructure of your unique practice. Use this practice differentiator to authentically connect with clients, create enduring and meaningful client relationships, and inspire more referrals.

Learning Objectives:

• Understand and articulate the different varieties of impact, ESG, and SRI investing.
• Consider adding values discusion into prospect, new client, and existing client review conversations. Participate in or see how a values conversation can take the client-planner relationship deeper.
• Commit to one next step of a) learning more about the subject areas of interest or b)incorporating ESG/ SRI into practice. Alternatively, decide that this is not a fit for your practice at this time.