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Making an impact: A financial professional’s guide to the responsible investing opportunity
Incorporating responsible investing into your practice can help to attract and retain clients, as well as keep you competitive amongst your peers.
With five decades of responsible investing leadership, Nuveen offers a wealth of resources and tools to help integrate these investments into client portfolios.
In this program we explore:
- Separating fact from fiction by dispelling common myths
- Incorporating responsible investing into your practice through client discovery
- Uncovering sales opportunities
- Implementing responsible investing in client portfolios
More than 80% of investors view advisors who discuss responsible investing as more forward thinking*
- RI program