Vert Education and Consulting

We help financial advisors
build their businesses with sustainability.

Let's get going

Courses


Attend our webinars and bootcamps to advance your sustainable investing knowledge.

The Guide Service


Hire us. We offer a selection of tailor-made consulting services to grow your business to the next level.

Essential Gear


Use our templates, tools, and resources to complete your solution.

The Routemap to a Complete
Sustainable Investing Solution

Use this routemap to build your own solution. Start at any step.

Prepare:

Become an Expert

Embark on or continue your journey to expertise on sustainable investing.

From Niche to Normal


  • Define ESG, SRI, and Impact investing and what they entail. 

  • Review ESG performance.

  • Get up-to-date on the current ESG landscape.


 


LIVE PRESENTATION

LENGTH 1 hour
DATES TBD
TIME 10-11am Pacific
COST Free

 

CONTACT US FOR INFORMATION

STEP 1:

Build It Bootcamp

Complete the Bootcamp in one month. Sign up for the live interactive workshop - 90 minutes each day over three weeks.


Next Bootcamps in 2022:
April 6, 13, 20
May 4, 19, 26
Sept 15, 22, 29
Nov 2, 9, 16
Each day is approved for 1.5 hours of CFP® and CSRIC® CE credits.


REGISTER FOR THE NEXT COURSE

 

Build Your Sustainable Portfolios

Construct your Environmental, Social, and Governance model portfolios with our frameworks and research guidance.

 

Build Your Communications Toolkit

Develop concise and compelling content to present your ESG offering by using our templates and examples.

 

Grow Your Sustainable Business

Integrate sustainability into your business development strategy.

STEP 2:

Demonstrate Your Commitment to Sustainability

Show how your firm lives the values that clients are looking for.

Walk the Talk


  1. Highlight the responsible nature of your firm's approach to financial advice.

  2. Choose initiatives to further demonstrate your commitment to sustainability.

     

 


CONSULTING ENGAGEMENT

Schedule a free discovery call to identify your objectives. We will design an implementation strategy to fit your timeframe and budget.

 

LEARN MORE ABOUT VERT'S CONSULTING SERVICES

STEP 3:

Roll Out Your Solution

Present your offering in a manner consistent with your current service.

Roll Out Plan


  1. Get internal buy-in.

  2. Train your advisors on how to talk to clients.

  3. Present your new offering to clients and prospects.

     

 


CONSULTING ENGAGEMENT

Schedule a free discovery call to identify your objectives. We will design an implementation strategy to fit your timeframe and budget.

 

LEARN MORE ABOUT VERT'S CONSULTING SERVICES

STEP 4:

Expand Your Offering

Build additional sustainable services to engage clients on more of their wealth.

Advanced Planning Solutions


  1. Adding impact with Donor Advised Funds.

  2. Integrate "Impact" insurance.

  3. Add ESG to your 401k plans.

     

 


CONSULTING ENGAGEMENT

Schedule a free discovery call to identify your objectives. We will design an implementation strategy to fit your timeframe and budget.

 

LEARN MORE ABOUT VERT'S CONSULTING SERVICES

Register for the Build It Bootcamp Series


Complete the Bootcamp in one month. Sign up for the live interactive workshop - 90 minutes each day over three weeks.

  • Build Your Sustainable Portfolios
  • Build Your Communications Toolkit
  • Build Your Business

Trade insights with other financial advisor professionals. 

Upcoming workshops in 2022:
April 6, 13, 20
May 4, 19, 26
Sept 15, 22, 29
Nov 2, 9, 16

Each day is approved for 1.5 hours of CFP® and CSRIC® CE credits.

REGISTER FOR THE NEXT COURSE

Learn More

Not sure where to start?
Contact us to help you along to the Routemap
for your business needs.

Contact Us