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One of the things that has not escaped the attention of advisors today is how seemingly overnight values-based investing has become a dominant trend. What is causing this shift toward values-based investing? This talk will explain the deeper, heart-level motivations for this move in assets and will demonstrate how advisors can grow their businesses by helping their clients invest their values.
Advisors want to see that they can increase the perceived value of their service to clients by helping clients invest their values will want to view this session. You'll realize that values driven investigating is going to be growing in the mind of the public and in the practice of a life centered planner.