Vert Education and Consulting

We help financial advisors
build their businesses with sustainability.

Let's get going

The Training


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.

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 Your ESG Investment Solution

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

Build It Bootcamp Day 1 - Portfolios


  1. Define your offering among ESG, SRI, Impact.

  2. Learn a framework for evaluating ESG funds and managers.

  3. How to use ESG research tools and build impact reports.

 


LIVE INTERACTIVE WORKSHOP

LENGTH 1.5 hours 
DATES November 16, 2021
TIME 10-11:30am Pacific
COST $250



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



SIGN UP

STEP 2:

Build Your Communications Toolkit

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

Build It Bootcamp Day 2 - Communications


  1. Craft Your Sustainability Story.

  2. Select Your Sustainable Investing Terminology.

  3. Define Your Sustainable Investment Philosophy.

 


LIVE INTERACTIVE WORKSHOP

LENGTH 1.5 hours 
DATES November 17, 2021
TIME 10-11:30am Pacific
COST $250



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

 

SIGN UP

STEP 3:

Grow Your Business

Integrate sustainability into your business development strategy.

Build It Bootcamp Day 3 - Marketing


  1. Branding & Positioning: Integrating sustainability into your website and your materials.

  2. Community Marketing:  A primer on attracting prospects and referrals through partnerships, events, and ongoing communications.

      


LIVE INTERACTIVE WORKSHOP

LENGTH 1.5 hours 
DATES November 18, 2021
TIME 10-11:30am Pacific
COST $250



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

 

SIGN UP

STEP 4:

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 5:

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 6:

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 entire Build It Bootcamp Series


Complete the Routemap Steps 1 - 2 - 3 in one week. SAVE $250 when you sign up for all three 1.5 hour live interactive workshops covered over three consecutive days. 

  • Step 1: Your Sustainable Portfolios
  • Step 2: Your Communications Toolkit
  • Step 3: Your Marketing Strategy

Trade insights with other financial advisor professionals. 

Upcoming workshops:
November 16, 17, 18, 2021

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

REGISTER TODAY

Learn More

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

Contact Us