UK Course
Choices

Actionable solutions for you to integrate
sustainable investing into your offering.

Communications
Workshop

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

Explore the course

Grow Your Business Workshop

Demonstrate to clients and prospects your firm's commitment to sustainability.

Explore the course

Ready to Start Building?

UK Communications Workshop

Join the Vert Education 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 EVENT DETAILS

LENGTH 1.5 hours 
DATES TBD
TIMES 1:30-3:00 PM GMT
COST

£ 99

  • 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

ENQUIRE FOR OUR NEXT OFFERING

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.

Let's Keep Building!

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.

Grow Your Business Workshop

Join the Vert Education team for this interactive online event to help you demonstrate to clients and prospects your firm's commitment to sustainability.

You will finish the workshop with clear ways to grow your business with Sustainable Investing.

LIVE EVENT DETAILS

LENGTH 1.5 hours 
DATES TBD
TIMES 1:30-3:00 PM GMT
COST

£ 99

  • 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

ENQUIRE FOR OUR NEXT OFFERING

WHAT YOU'LL LEARN

Join our 1.5 hour interactive course, where you will:

Build Your
Business with Sustainability

Know how to set up your firm to grow with Sustainable Investing.

  • Walk the Talk: Use this framework to define your business in sustainable terms so you can demonstrate your commitment.
  • Understand the Sustainable Investor: Learn what motivates the sustainably minded person and how to connect with them.
  • Community Marketing: Attract prospects and referrals to your firm with your sustainable investment offering.

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

– Jake Weber, Willow Creek Wealth Management

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 co-author, with Larry Swedroe, of Your Essential Guide to Sustainable Investing. Sam is an instructor of the Chartered SRI Counselor (CSRIC) Professional Designation Program.

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.

Sarah is an instructor of the Chartered SRI Counselor (CSRIC) Professional Designation Program. She also serves on the US SIF Education Committee.

Questions? Contact us.

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