Advisor to Advisor meeting
Advisor to Advisor
Are you an advisor who has questions about implementing Sustainable, Responsible, Impact Investing (SRI) into your practice?
I’ve specialized in SRI since 2004. I have experimented with different investment options, technologies, techniques, processes, and strategies to create a successful client experience.
I would love to share with you the insights I’ve learned.
We can discuss:
How to present investment impact
How to screen funds
Investment and custodian options
IPS for SRI clients
Our current buy list
$500 per 1.5 hour session
Please specify the areas you want to cover in the comments when you schedule or in a separate email – that will help me be prepared. Thanks, Bill