Content Level: Foundational
NAPFA Subject Area: C-Investments

As of 2018, SRI investments account for one out of every four dollars under professional management in the United States. This represents a two-year increase of over 38% and an 18-fold increase since 1995. Yet many financial advisors are finding themselves ill-equipped to handle the very specific needs of this growing pool of clients.

This presentation will cover:
• Some of the most common obstacles advisors face in incorporating SRI strategies into their practices
• How to make the necessary changes to address them

Jennifer Coombs