Articles by Devin Partida
- Ideas and Innovation for Financial Advisors - Advisorpedia
Communicating the Value of ESG Investing To Skeptical Clients
Skeptical about the prudence of putting their money behind ESG causes. Here are some ways you can help skeptics see the value of these investments. #ESG
- Ideas and Innovation for Financial Advisors - Advisorpedia
How To Talk to Clients About Bond Risk in a Volatile Market
Trust by explaining risks clearly, keeping choices tied to goals, and showing how the portfolio handles rate moves and credit events.