If you have clicked onto this site over the past few months, you likely have seen the advertisements for the forthcoming Impact Investing workshop I am directing July 21 at the Denver Convention Center.
You should attend. Here's why: the impact investing segment of the financial services industry is one of the fastest growing. Moreover, it's appealing to the next generation of investors. With numerous studies showing that you, Mr./Ms./Mrs. financial advisor, will be fired when the next generation comes into the money their parents (and your clients) left them -- perhaps impact investing will give you a fighting chance at keeping your job.
Impact investing combines social return with financial return, meaning there is an overarching mission or cause behind profit-making. That's a pretty clear rallying cry for change. By becoming a change maker yourself, you put yourself on the same side of the table as the next generation of clients rather than on the one with the stalwart, parent-like figure many of these younger clients are bucking.
We'll talk about this phenom at the workshop and how advisors can capitalize on the "doing good" movement by doing good themselves,.
Beyond simple career-saving advice, we'll be highlighting investments and sectors poised to take off, both in terms of financial return and community impact. Indeed, the securities being offered by community capital firms and broker-dealers are, in many cases, outperforming their traditional credit market cousins.
And there's much more that makes the workshop a must-attend event, from networking with ultra-high-net-worth individuals and advisors to learning about the importance of preservation of capital in the tangible asset market. Besides, it's a fun time. Casual yet professional, the workshop provides attendees with a relaxed atmosphere where they can ask questions and get quality answers from true leaders in the field of impact investing.
Come!
Register here.