This Event is Co-Hosted by ImpactPHL, ImpactAlpha, and CapShift
Your clients want to do more with their money. You want to do more with your clients. Financial advisors who engage their clients about their values and offer them simple yet credible strategies for impact investing can deepen their relationships and expand their business.
In this candid, solutions-focused conversation, advisors can bring the real questions and concerns that often go unspoken: How real is client demand? How do I talk about returns – and tradeoffs? What’s legit in the growing landscape of impact products? Gain practical insights into how impact investing fits into your current practice, and how you can prepare for generational shifts and The Great Wealth Transfer.
Join Liz Sessler of CapShift, ImpactPHL's Cory Donovan, Westfuller's Randall Strickland, Glenmede's Mark Hays and David Bank of ImpactAlpha for an interactive session designed to cut through the noise for financial advisors. You’ll leave with actionable strategies and trusted resources to help you move forward with confidence.
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