How to Build Stronger Client Relationships with ESG Investing - NAPFA and CFP® Credit

How to Build Stronger Client Relationships with ESG Investing - NAPFA and CFP® Credit


Carin Stimolo

Published: 9/17/2020 5:00:00 AM

This is a Partner Solutions recorded webinar sponsored by Fidelity Labs - ESG Pro.

Today’s investors are increasingly aware that ESG (Environmental, Social, and Governance) issues encompass every aspect of a business. Financial advisors have the opportunity to be their clients’ knowledgeable guide. This webinar will help financial advisors have more meaningful and engaging conversations with their clients as the client mindset and motivations around ESG is explored.

Learning Objectives:
• Identify the four unique ESG client mindsets
• Discover how to connect the client mindset with ESG investment strategies
• Learn the strategies and tradeoffs with creating ESG tilts

Speaker Bio:
Carin joined Fidelity Labs, the innovation arm of Fidelity Investments, in 2018 to help create and launch new businesses and services. She is the head of client experience for a new sustainable investing software startup for RIAs. In her role she has worked with advisors and CIOs nationally to understand the challenges and roadblocks of sustainable investing. Her research has guided the development of ESG ProSM currently in pilot.

Prior to Fidelity, she led the Experience Strategy group at Publicis Sapient, helping Fortune 500 companies transform their digital capabilities and create new digital service offerings. From 2007-2016 Carin defined new product and service experiences that delighted users and drove business results at Continuum, a global design and innovation consultancy. Her work spans industries and continents, some of her clients included the World Bank, AMP, CGAP, UnitedHealthcare, American Express and P&G.

1 NAPFA CE in J - Communications will be posted in your NAPFA CE record after successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP Board of Standards within 2 weeks.

This is a recorded webinar from September 2020.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.