We recommend that advisors start by watching the welcome video at left, to learn more about how your peers across the country are incorporating this area of investing into their client relationships. Once you have an overview of the various ways you can serve your clients in this area, follow the steps below, starting with watching the Resource Kit Explainer video included in the Download packet below.
Welcome to the resource area for Financial Advisors!
Whether you landed here out of your own curiosity or because your clients’ interests in supporting the local economy are growing, we have organized a great lineup to help you navigate the conversation with your clients and your compliance department.
Select a topic to visit the next steps: