Q&A: Introducing SRI to Prospects

Q&A: Introducing SRI to Prospects

In 2017, Bob Goellner and his partner Max Mintz of Common Interest Financial converted their practice to 100% Socially Responsible Investments (SRI).

 

SunStar Strategic’s Q & A with Bob details how he did it.

 

View the pdf

Date

29 May

Tags

Industry Trends

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