The Coaching 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 Coaching 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 coaching 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:

  • Templates that give you language to begin the sustainable conversation
  • Cutting edge research sound bites you can tell clients that show your expertise on key issues
  • An ESG profile to help you determine your clients’ interest level and hot button issues
  • A Psychographic Breakdown of who the Green Consumer is. And you’ll be surprised to find out just how many people are interested in sustainable consumption.
  • A marketing template to help you integrate sustainable investing into your regular marketing plan
  • A resources list of websites, publications, organizations, and conferences where you can learn more Sustainable Investing and network with leaders in the field

Coaching and Training Options

You can choose from one-on-one coaching or group training, depending on the needs of your practice.

  • Monthly coaching sessions with individual advisors or franchise teams: 12, 6, and 3-month options.
  • Half- or full-day training workshops for franchise consultant practices and market group management teams.
  • Customized visits to leading investment firms that incorporate sustainable strategies, including ClearBridge LLC; Calvert Investments; New Amsterdam Partners, LLC; Pax World Investments LLC; Trillium Asset Management LLC.

Individualized Monthly Coaching Fee Structure

$400 per month: 1 advisor + AFA, AUM less than $75M
$500 per month: more than 2 advisors, AUM $75-150M
$750 per month: Team practice, AUM $150+M

Workshops and Customized Visits

Fees for customized workshops and visits to investment firms will be determined on an individual basis.

To decide which option is best for you, contact me to schedule a complimentary consultation.