Clients are becoming more concerned about their life choices aligning with their beliefs. This webinar talks about how you can strengthen your client relationships by heightening your awareness through meaningful conversations to address their environmental, social and governance concerns. We discuss the solutions available for implementing a plan to avoid investments that aren’t aligned with their personal beliefs. This trend of “doing good” with money continues to grow in accommodating the socially conscious. Andrew Gradus, Head of Investment Consulting and Bob Gray and Doug Classen of Dana Investment, talks about a few case studies that have impacted clients in a positive way by utilizing overlays within a Unified Managed Account – not only addressing investment concerns but achieving cost savings along the way.
By Adhesion Wealth, A Vestmark Company