Written by Jenny Coombs, Head of Content & Development at US SIF
Advisor Day is a curated track in the US SIF FORUM on June 26 that targets financial advisors and wealth managers. It offers a more affordable option for those who prefer to participate in just these focused sessions while gaining valuable insights, practical strategies, and connecting with peers and industry experts. Also included:
-
Digital “Advisor Day Workbook” -- includes worksheets, handouts, case studies, frameworks, checklists, etc. as tie-ins to the corresponding panels, all in one document
-
Networking opportunities with sustainable investing industry leaders
-
Evening networking reception
-
Breakfast and lunch
Select panels at the conference include:
Beyond the Buzzwords: Demystifying ESG Data with Impact Pioneer, Robert Brown
Join us for an eye-opening fireside chat with Robert Brown, a trailblazer in the field of impact evaluation. From launching JUST Capital’s Impact Authenticity Methodology to founding the world’s first impact hedge fund at Atlas Impact, Robert has shaped how we define and measure real impact. Now leading the Impact Evaluation Lab, he’ll unpack the strengths—and critical limitations—of ESG data, revealing how financial advisors can avoid common pitfalls and harness ESG metrics with clarity and purpose. If you’ve ever felt ESG is too vague to be useful—or too complex to be credible—this session is your compass through the noise.
Bringing It Home: How Advisors Can Support Real People in Real Places
In an era marked by social division, economic uncertainty, and climate anxiety, both financial advisors and their clients are increasingly seeking more than just financial returns—they’re looking for meaning, connection, and a sense of agency. Many clients, especially those who care deeply about equity and justice, are asking: What can I do that actually helps? And advisors are often asking the same thing. This panel explores how financial professionals can help bridge that gap—connecting portfolios with purpose and aligning investment strategies with tangible, community-level change. For those who feel overwhelmed by the scale of today’s challenges, this session offers a grounded reminder: capital, when directed intentionally, can rebuild, uplift, and restore.
From Numbers to Narratives: How Stories Can Reshape Sustainable Finance
What if financial advice wasn’t just about the bottom line, but about the story behind the investments? In this session, industry leaders explore how advisors can use storytelling to connect with clients, illustrate impact, and make sustainable investing more engaging. Whether through personal experiences with climate change, real-world examples of shareholder advocacy, or the tangible outcomes of impact investing, learn how to weave meaningful narratives into client conversations—transforming sustainable finance from abstract metrics into compelling, actionable stories.
Continuity with Purpose: Passing the Torch in Sustainable Wealth Management
According to Cerulli Associates, approximately 37% of financial advisors—managing nearly 40% of industry assets— are expected to retire within the next decade. Many experienced sustainable advisors have built deep, trusted relationships with their clients and face an additional concern: will their clients be lein good hands when they retire? Our panelists will explore how financial professionals can transition their practices—whether through mentorship, succession planning, or innovative business models. We’ll also discuss how young finance graduates can step into advising roles and why financial planning is a key career path for those passionate about sustainable finance.
Advising in the AI Era: How Fintech is Revolutionizing Sustainable Investing Tools
As sustainable investing advances, so do the tools available to financial advisors. From AI-powered ESG analysis to specialized networking platforms, technology is revolutionizing how advisors research investments, engage with clients, and collaborate with like-minded professionals. Our panel brings together industry experts and innovators to explore the most effective digital solutions—helping sustainability-focused wealth managers and RIAs streamline their work, enhance client impact, and stay ahead in a rapidly evolving financial landscape. Attendees will obtain practical, actionable insights they can immediately apply to improve efficiency, strengthen client relationships, and maximize their impact in an increasingly tech-driven industry.
Related: Top 4 Questions Fixed Income Investors Want Answered Now