Vert Education and Consulting
We help financial advisors
build their businesses with sustainability.
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 |
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
Oct 4, 11, 18
Each day is approved for 1.5 hours of CFP® and CSRIC® CE credits.
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
-
Highlight the responsible nature of your firm's approach to financial advice.
-
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.
STEP 3:
Roll Out Your Solution
Present your offering in a manner consistent with your current service.
Roll Out Plan
-
Get internal buy-in.
-
Train your advisors on how to talk to clients.
-
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.
STEP 4:
Expand Your Offering
Build additional sustainable services to engage clients on more of their wealth.
Advanced Planning Solutions
-
Adding impact with Donor Advised Funds.
-
Integrate "Impact" insurance.
-
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.
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
Oct 4, 11, 18
Each day is approved for 1.5 hours of CFP® and CSRIC® CE credits.
Learn More
Not sure where to start?
Contact us to help you along to the Routemap
for your business needs.
