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Only a quarter of 2,200 companies listed on the FTSE All-Word Developed Index are adequately managing their Environmental, Social and Governance (ESG) risks, according to At risk? - How companies manage ESG issues at board level, a recent research report from Ethical Investment Research Services (EIRIS).  Over the three year period of the study (2005 - 2008), the financial sector was the worst performer, the resources sector was the best performer.

Thursday, November 1, 2007
10:45 AM - 12:45 PM

Holistic Financial Planning: Transforming Client Relationships

Speaker(s)
Susan Galvin M.A. Founder and CEO, Galvanic Communications

Description
Susan Galvan offers financial advisors training on the skills and methodology for creating client relationships for life. This two-hour workshop will introduce the basic approach and skill set required to assist clients in visioning and actualizing a financial plan that is aligned with their core values and life dreams.