Values to Value-Add | Direct Indexing Webinar for Financial Advisors | Values Based Investing

Discover the Values-Aligned Direct Index Solution: www.yourstake....
"Values to Value-Add: One Advisor's Journey with VADIS" - an interactive and workflow-oriented session where Ken Silva-Ballard, CSRIC, IAR with First Affirmative, and Robyn Wood from YourStake will share their strategies for implementing values-aligned investing for clients through the Values Aligned Direct Index Solution (VADIS)
In this interactive webinar, you'll discover:
Proven approaches for introducing values-aligned investing to prospects and clients
Real client stories showcasing VADIS adaptation across different portfolio sizes and values
Practical solutions for tax management and client onboarding
Live demonstration of enhanced portfolio analysis and reporting tools
Actionable strategies to differentiate your practice using VADIS capabilities
Don't miss this opportunity to learn how combining personalized portfolios, active ownership, and compelling storytelling can strengthen client relationships and drive practice growth!