The Consulting Process

Client Demand

The number of investors interested in learning more about sustainable investing is increasing dramatically every year.

The problem is that advisors, trustees, and other fiduciaries rarely have time to learn enough about sustainable investment strategies to feel comfortable talking about them with clients or incorporating them into existing portfolio models.

The fastest and most effective way you can take advantage of this growing opportunity is to find the right coach: one who can give you the tools you need to begin having client conversations about sustainable investing and start increasing net flows to your practice.

The Consulting Process

I help advisors grow their practices by integrating sustainable investing into their already existing marketing plans and portfolio allocation models.

My focus on making the process simple and uncomplicated allows you to introduce sustainable investing as an organic part of your overall growth strategy.

This means you can start at your own pace, introducing sustainable investing as a complementary investment approach that gives your clients valuable options.

After only a few sessions you’ll be ready to start talking to clients about sustainable investing.

I offer a range of tools that will quickly allow you to start the sustainable investing conversation and start increasing net flows to your practice, including:

  • An ESG profile to help you determine your clients’ interest level and hot button issues.
  • The most current research you can use with clients to show your expertise on key issues.
  • A resources list of websites, publications, organizations, and conferences where you can learn more Sustainable Investing and network with leaders in the field.
  • Access to some of the most respected ESG asset managers.

My fees are based on the number of advisors, AUM, and combination of services.

For more information on how I can work with you and your team, contact me to schedule a complimentary consultation.