Sawtooth Solutions, one of America’s Best TAMPs will be presenting a unique marketing webinar on Tuesday, November 17 at 12:00 pm CT with host Jay Lipman, cofounder & president of Ethic Inc.
In fact, according to a recent survey conducted by The Wealth Advisor, recognizing and pursuing value as it related to client goals have been seemingly non-existent. Perhaps the reason could be the messaging and depiction of value from the Washington bureaucracy . . .
. . . or it could be the lack of importance stressed in the value to communicate with clients and recognizing their concerns.
Either way, from Washington and Wall Street, we have seen the values of aligning strategy and client goals nearly diminish.
Sawtooth Solutions (VIP Messenger) is now helping eliminate this misconception and is providing an informational webinar. The topic is “Values Aligned Investing: A key to growth and differentiation for financial advisors.”
Speaker Jay Lipman will discuss how advisors can rely on values-aligned investment solutions to deepen relationships, engage with the next generation, and prospect with intention and differentiation.
Lipman is the Cofounder and President of Ethic Investing, a tech-driven sustainable asset manager. He works closely with advisors and their clients to help them define a sustainable investing strategy, personalized to reflect client’s unique impact priorities and financial goals.
