Moderator: Sonya Dreizler, CFP® - Founder; Solutions with Sonya
Panelist: Marie Dzanis, Head of intermediary and wealth distribution, Northern Trust Asset Management
Today, environmental, social and governance investing—known as ESG— is creating diversification, returns and new client growth for savvy financial advisers. InvestmentNews Research estimates that $150 billion in alternative assets could be added to client portfolios over the next three years – while roughly 85% of all clients are now expressing interest in learning more about alternative investment strategies. Find out where we are and what’s next for this evolving sector. The panel will share their ideas for incorporating these cutting-edge strategies into your menu of offerings to appeal to existing clients and attract new ones.
For over five years, the Women Adviser Summit has hosted over 1,600 women across the country with the goal of investing in their business, their brand and themselves, all while collaborating and networking with like-minded peers. Join in on the experience!