Navigating evolving expectations, suitability scrutiny, and a shifting geopolitical landscape.

EQ Investors: Live & On Tour - Oxford

Delivering strong outcomes for sustainable clients is becoming increasingly complex.

Evolving client expectations, increased scrutiny on suitability and the current geopolitical landscape forces a legitimate question: does sustainable investing still make sense and is my approach still fit for purpose?

Join the EQ team for an afternoon session designed to help you answer it with confidence. We will explore how sustainable investing can be used as a powerful tool to enhance client conversations and your overall advice proposition.

What to expect:

A view of the current geopolitical landscape and what it means for sustainable portfolios right now.

Practical frameworks for navigating client conversations around sustainability and suitability.

Expect practical insights, relevant market context, and ideas you can apply immediately within your business.

A demonstration of how EQ’s market leading portfolios, tools, reporting and service work together to support your advice journey from end-to-end.

FOR FINANCIAL ADVISERS & PARAPLANNERS.

Description supplied by the event organiser.