Effectively Communicate your Sustainable Investing POV

1:30 PM - 2:30 PM

Gain tactical guidance and resources to help you position and communicate your firm’s approach to sustainable investing. In this session, see how other advisors talk about their offerings, plus, learn how you can use key content pillars to tailor communications to your clients.

Learning Objectives:

  • Learn how to think about your firm’s commitment to sustainable investing and the effects that has on your marketing efforts
  • Receive talking points and content examples for the top five content pillars used by advisors to communicate the benefits of sustainable investing to their clients
  • Use the five-step roadmap to get you started on developing your own personal POV on sustainable investing

This session is sponsored by Fidelity Labs / ESG Pro Team.