How to Talk to Clients About Sustainable Investing

Solutions for you to integrate sustainable
investing into your offering.

UK/EU Communications Workshop

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Learn

Develop expertise and confidence in talking to clients and prospects about sustainability.

Build

Create compelling communications with our toolkit.

Expand

Integrate sustainability into your existing investment philosophy.

Ready to Start Building?

How to Talk to Clients About Sustainable Investing

Join the Vert Asset Management team for this interactive online event to help you speak to clients and prospects about sustainable investing

You will finish the workshop with clear ways to explain why and how you invest for sustainability.

LIVE INTERACTIVE EVENT DETAILS

LENGTH 1.5 hours 
DATES August 18, 2021 at 2pm BST
COST

£ 200

  • An interactive learning experience designed for financial advisors  

  • Taught by Sam Adams and Sarah Adams of Vert Asset Management

  • Includes all the tools, templates, and talking points for a complete solution

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WHO WILL BENEFIT

Investment Teams

Who need to explain an ESG offering that complements their existing portfolios.

Client-Facing Advisors

Who want get better at speaking to clients about sustainability.

Business Developers 

Who want to attract new business with sustainability.

"This workshop has been immensely helpful to solidify our position and thoughts around ESG.”

– Jake Weber, Willow Creek Wealth Management

WHAT YOU'LL LEARN

Join our 1.5 hour interactive course, where you will:

Build Your Communications Toolkit

Be able to describe your sustainable investing offering in a clear, compelling, and confident manner to clients and prospects.

  • How to Start a Conversation about Sustainable Investing: Explain why you offer sustainable investing and why now.
  • Your Definition of Sustainable Investing: Explain to clients and colleagues what the different types of sustainable investing are all about.
  • Your Sustainable Investment Philosophy: Answer client questions with messages that reinforce your investment philosophy.

COURSE TAKEAWAYS

 

Position Paper

Adopt or adapt our White Label paper on Sustainable Investing to use as your own.

Client Presentation

White Label Slides to build your own story.

ESG Research File

The top research papers on ESG investing.

Your Course 
Instructors

Our instructors have decades of experience working at the intersection of finance and sustainability.

Sam Adams

With over 25 years of experience helping financial advisors grow their business, Sam knows what works and what doesn’t. 

He has helped hundreds of advisors in the US, UK, Europe and Australia develop their sustainable investment offering.

Sam is a passionate alpinist, and believes capitalism can preserve his beloved mountains when enough investors embrace sustainability.

Sarah Adams

Sarah has been helping financial advisors integrate sustainability into their business since 2010.

She has expertise in impact investing, ESG standards and frameworks, shareholder advocacy, and sustainability certifications.

Sarah believes in human rights approaches to environmental protection and one way to do this is by building better businesses.

 

Build your complete sustainable investment communications toolkit.

  • Why you offer it
  • How you define sustainable investing 
  • What your sustainable investment philosophy is

 

If you are thinking about registering 3 or more on our course, please email us at [email protected]. You may want to consider one of our custom consulting packages.

UK/EU Communications Workshop

Register for the next live interactive event:

DATES August 18, 2021 at 2pm BST
LENGTH 1.5 hours 
COST

£ 200

Learn sustainability frameworks and key concepts to build a better business.

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Questions? Contact us.

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