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What Every Advisor Should Know About Running a Successful SRI / ESG Practice


  • Hotel del Coronado (map)

Moderator: Lazetta Rainey Braxton, CFP® - Financial Planner; Financial Fountains
Panelist: Sonya Dreizler, CFP® - Founder; Solutions with Sonya
Panelist: Shane Yonston, AIF®, CFP®, MFP - Principal Advisor; Impact Investors
Panelist: Bruce Herbert AIF® - CEO; Newground Social Investment, SPC

This session is designed to provide guidance and best practices for newly-minted as well as seasoned advisors offering responsible investment strategies. This dynamic expert panel will share their journey in building a successful practice and offer key considerations integrating sustainable, responsible, impact investing into their practices. The discussion will cover the alphabet soup of terminology, screening the universe of SRI asset managers to determine best fit for clients, and how to conduct due diligence on this growing segment of the financial services industry.