Connect with Paul

Listen to Paul's Sustainable Finance Podcast

click here

Read Paul's articles in Financial Advisor Magazine

click here

Upcoming Events

  • ESG Practice Playbook: 4 Session Course. Now available online (https://train.riadatabase.com/esgpracticeplaybook/)
  • The Great Repricing: Financial Advice in the Age of Climate Change, The Impact Conference, Sept. 21-24, 2021, virtual (www.theimpact.io/)

Consulting and Training

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:

  • Increase revenue with existing clients during the first year.
  • Increase high value client acquisition and galvanize marketing plans by appealing to a new market segment.
  • Develop blogs, podcasts, and social media marketing strategies.
  • Appeal to mainstream investors with a combination of traditional and ESG products.
  • Attract institutional investors who understand their fiduciary role as long-term asset managers.
  • Increase practice equity value.

Advisor Education

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.

Podcasts, Webinars, and Webcams

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.

What People Are Saying

“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”

***

"It was a pleasure to seek Paul's support and thought partnership on the topics of sustainable finance media communications and ESG investment integration. Paul has a sincere care for social impact, combined with his deep technical financial acumen served as a really solid sounding board for us. He was generous enough to invite us on his podcast for a stimulating conversation as well to amplify our work, which we greatly appreciated. He is fantastic at asking questions (a real art), connecting dots, and understanding complexity to help you expand and clarify your ideas into more cohesive impact messaging."
— Vicki Lay, Partner, Head of Impact Investing, Artesian

***

“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

***

"Paul Ellis is a treasure to the sustainable investing world. Long before it became fashionable, Paul was dedicated to helping educate financial advisors and bridge the gap between academia and practitioners. He is smart, caring and well regarded by all those who get to know him."
— Charles Hamowy CFP, CPA/PFS, CEO - Founding Partner at Seasons of Advice Wealth Management