What is stopping advisors from discussing responsible investment (RI) more with their clients? How can it help them connect more deeply with them? Are advisors missing out on important opportunities?
No matter if you have doubts or are already providing RI solutions to your clients, this webinar is for you.
Our guest expert will address the typical questions and challenges advisors encounter and offer practical tactics to improve your client interactions.
May 14, 2024 | 11 AM EDT
Speaker
President and CEO
Millani
Milla is Founder and President of Millani Inc., an independent ESG and impact advisory firm based out of Montreal.
Prior to founding Millani in 2008, she worked for more than 15 years in the institutional equity markets for major Canadian financial institutions such as RBC Dominion Securities and Scotia Capital, where she was consistently ranked as a top-tier salesperson.
Milla is a board member of the Responsible lnvestment Association (RIA) and chairs its Nomination Committee. She is past Co-Chair of the Steering Committee of the Finance and Sustainability Initiative of Finance Montréal.
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