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 courseGrow Your Business Workshop
Demonstrate to clients and prospects your firm's commitment to sustainability.
Explore the courseReady 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
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
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.
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