Evan Zall

Founder and president

Evan Zall is president and founder of Longview Strategies, a strategic communications firm focused on the intersection of finance and sustainability.

He and his team have worked with wealth management firms for decades to help them differentiate and communicate about sustainable investing, ESG and their overall practice strengths. Evan is also a board member and the Impact Chair of Entrepreneur's Organization (EO) Boston Chapter.

ESG

How to nail the ESG conversation with clients

For clients who want sustainable investing reflected in their portfolio, financial advisors will need to find an approach that resonates while staying true to fiduciary responsibilities.

By Evan Zall

January 29

TRENDING

Practice and client management

It's not just wirehouses: Lure of independence strong for IBD advisors

Nearly one out of three advisors at independent broker-dealers has thought about going solo in the past year, a new survey finds.

By Dan Shaw

11h ago
Technology

Raymond James' CEOs on criticisms that led to growth, tech and more advisors

Raymond James' outgoing CEO Paul Reilly and incoming CEO Paul Shoukry talk on their long-term strategy that led to growth, challenges ahead with PE buyouts and an $800M technology budget.

By Rachel Witkowski

May 2
Practice and client management

An RIA's guide to the 3 types of firms trying to buy them

The general categories represent a starting point for RIAs that may be trying to figure out how they fit into a buyer's long-term plans, a Datos Insights study says.

By Tobias Salinger

May 2