Purpose-Driven Advising - Mastering Impact & Philanthropic Investing

Designed for wealth management professionals seeking to enhance their role by integrating impact investing and philanthropy into client conversations. As (U)HNW clients increasingly align their wealth with personal values; this shift presents both opportunities and challenges; particularly in light of emerging regulations such as the Consumer Duty and SDR. It will cover: An overview of philanthropy and impact investing and how they fit into modern wealth management practices; How the regulatory environment impacts client conversations; Practical advice for values-based discussions with clients addressing their financial and sustainability goals; improving client satisfaction; and enhancing your role as a trusted advisor.