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Event Details

Overview

The research is clear; the pandemic has made people think more about investing sustainably, so how do advisors and wealth managers respond to what clients are really asking for?

In this FREE 60 minute webinar, Holly Mackay, Boring Money,  Ana Georgiou, Morningstar and Robin Keyte, Keyte Chartered Financial Planners unpack the research of 6,000 UK investors to help advisors meet the needs of six identifiable ESG investor types they are most likely to come across.

Specifically, we’ll look at:

• What the research tells us about your client ESG preferences
• How do you identify with confidence your client’s ESG preferences
• Why advisors must resist the urge to put product sets before client ESG needs

Speakers

Anastasia Georgiou
Morningstar
Holly Mackay
Boring Money
Robin Keyte
Keyte Chartered Financial Planners

Booking and Registration Information

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Tickets

Details

Date:
5th May
Time:
11:00 - 12:00
Cost:
Free
Event Categories:
,

Organisers

PIMFA
Morningstar

Other

CPD Hours
0

Venue

Zoom Webinar