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Throughout this powerful session, Nathan will: |
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| Teach you how to transition existing investments to an ESG-focused portfolio — one that is attractive and seamless for clients. |
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| Give you a take-home framework and performance workbook that will take you through identifying, assessing, controlling and monitoring risk step by step. |
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| Provide insights to navigate the ESG investing landscape so you can provide valuable guidance to a range of clients. |
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Our 2023 ESG Summit has been curated to meet the needs of today’s advisers, addressing the most critical issues seen in the industry and arming advisers with the right knowledge, tools, tactics, and more to confidently navigate ESG conversation with even the most difficult of clients. |
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