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Client Experience
Ep 17: How to Manage Your PR and Client Communications in Times of Crisis - With Mark LaVoie
This piece is approved to use with clients.
Do you know how to show your clients that you’re present and at their service? Do you know how to approach questions about portfolio performance right now? In this episode Mark LaVoie, Vice President at Prosek Partners, discusses communication strategies for advisors to adopt during the pandemic. Mark shares which conversations to have –– and not have –– with clients right now along with ways to use email, video, and social media.
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Jim Patrick, Group President of Envestnet | PMC, talks about the tremendous growth of impact investing and how it is not just an Earth Day phenomenon.
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Jim Patrick on the Future of Impact
Jim Patrick provides his insights on the future of impact investing at the Envestnet Advisor Summit.
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Impact Investing with Jim Lumberg
Jim Lumberg, Executive Vice President and Co-Founder of Envestnet discusses the evolution of impact investing at the Advisor Summit 2017 conference.
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The PMC Spotlight: The Essentials of Impact Investing
Portfolio manager Ali Caffery talks about how to make an impact with the two key investor groups that stand to benefit significantly from the impending $30 trillion wealth transfer.