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X-WR-CALDESC:Events for Evidence Based Investing
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SUMMARY:How can I show value to clients?
DESCRIPTION:How can I show value to clients?\n\n\n\n\n\n\n\nJoin our workshop with Sam Adams who discusses how advisers can show value to clients. \n\n\n\nTopics to be covered include: \n\n\n\n\nListen to how other advisers have increased revenue and AUM.\n\n\n\nTips from advisers on never having to say sorry for investment performance again.\n\n\n\nPassive investments outperform 86% of active investments over a ten year period1\, learn how Smart Beta outperforms passive.\n\n\n\nWill discuss ‘do clients care about investment performance?’.\n\n\n\n\n1 [Online] Morningstar Active-Passive barometer \n\n\n\nStructured CPD Applicable. \n\n\n\nFor Financial Professionals Only \n\n\n\n  Register Here\n\n\n\n\n\n\n\n\n\nSam Adams\, Non-Executive Director at EBI Portfolios\n\n\n\n\n\nSamuel Adams joined EBI’s board as a Non-Executive Director in September 2020\, bringing a wealth of experience as a senior manager in the financial services sector\, and particular expertise in ESG investments and presenting ESG solutions to advisers and investors alike. Previously\, Sam started Dimensional’s Financial Advisor business in the UK & Europe\, leading it for 10 years. In 2016 he founded Vert Asset Management\, a dedicated ESG investment manager that is focused on making sustainable investing easier for financial advisers and their clients. Sam is leading EBI’s charge into the adoption of sustainable and ESG investing\, and aiding in delivering this philosophy to advisers and investors.
URL:https://ebi.co.uk/events/how-can-i-show-value-to-clients/
LOCATION:Online
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