Marketing and ESG Integration Strategies
for Sustainable Investing
For a free consultation contact Paul at
203-512-6467 or paul[at]paulellisconsulting.com
Whether you’re a solo practitioner or a larger firm looking for support in integrating sustainable investing into your existing practice management model, I offer customized training for groups and on-on-one coaching. Based on my 23 years as a franchise advisor and my expertise as a sustainable investing pioneer with an extensive network, I can help you:
Financial advisors who want to learn about sustainable investing and earn CE credits can participate in courses designed to offer the best in ESG investment integration education. In my latest collaboration with Gitterman Asset Management and the RIA Channel, we bring the most current ESG and impact investment strategies as well as interviews with top asset managers, ratings agencies, marketing experts, and financial advisors who have successfully transitioned their practices.
Check out the course here.
The Sustainable Finance Podcast: I interview the experts in sustainable finance. Listen to the thought leaders, movers and shakers, pioneers, and emerging leaders. From large broker-dealers like Morgan Stanley to analytics firms like MSCI to the CEOs of exciting new technology companies, learn what you need to know to take advantage of the opportunities in this fast growing industry.
Online Marketing: Use the power of online educational and marketing programming to showcase your latest ESG initiatives. Podcasts, webinars, and webcams offer popular, cost-effective ways to get your message out to more investors and advisors. Through the Sustainable Finance Podcast, BrightTALK.com’s investment management channel, and Paul Ellis Consulting, I aggressively promote programs on LinkedIn and Twitter to thousands of followers.
“When an important client asked one of my team to incorporate more sustainable investing into her portfolio, I asked Paul for help. With his expertise, we were able to present the client with a sophisticated SRI analysis that impressed her and led to referrals. Since then Paul has worked with me and my team to deepen our knowledge and confidence in presenting SRI to all our clients. He’s helped us build relationships with major SRI investment firms and introduced me to key players in the industry. With Paul’s help, I’m expanding my prospecting to institutional investors, an exciting opportunity to grow my business. In my practice, talking about values and priorities is a key ingredient in building relationships, and Paul has helped us to make SRI an important part of this process.”
— Geri Pell, CFP, MBA, President, Pell Wealth Partners.
Featured in Barron’s rankings of “Top 100 Women Financial Advisors”
“After running a successful general financial advising practice for 20 years, I decided it was time to focus on a marketable niche and investigated sustainable investing. I know quite a bit about it having used SRI/ESG funds for certain clients over the years, so I felt comfortable with the investing aspect. I needed help marketing my knowledge. Paul helped me actively target my existing clients, and he was right that most of my clients were interested once I built the conversation into my service appointments. Even more exciting, Paul helped me get the message out to my community and build marketing events with clients, their networks, and my business partners.”
— George Zelenak, CFP, ChFC, CLU