What I’ve Learned About Growing Adviser Businesses from the most Successful Advisers

Join our workshop with Sam Adams and discover what he has learned over the years from successful advisers, and how this can be used to help grow your business.

Topics to be covered include:

• What are the most successful marketing strategies for advisers?
• Top tips for asking for referrals?
• What we have learnt from introducing light sustainability to client engagement.
• Use the power of stories with clients and what stories to use.

Sam Adams is a Non-Executive Director at EBI with extensive expertise in ESG investing. When not working with EBI, he’s running his own ESG asset management firm in California.

Structured CPD Applicable.

This webinar is for Financial Professionals Only.

Sam Adams, Non-Executive Director at EBI Portfolios

Samuel 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.