Advisor Education
Watch and learn the what, how, and why of sustainable investing. Enhance your knowledge.
Events in 2025
Vert's Guide Series
Q1 2025
Featured Speaker: Katie Calagui, Katie Calagui Consulting
Katie helps financial advisors develop their management and talent strategies to grow their business with intention.
Tune in to hear her share:
- How to determine the right succession path for your firm
- What a talent strategy is and why it’s critical to have one
- How to build a workplace that attracts and retains Gen Y and Z
Vert's Build It Bootcamp
Autumn 2024
Space is limited to 15 participants. Each day is approved for 1.5 hours of CFP® CE.
- Tuesday | 10am-11:30am PT
Build Your Sustainable Portfolios
Construct your Environmental, Social, and Governance model portfolios with our frameworks and research guidance.
- Defining Your Offering among ESG, SRI, Impact, and Philanthropy
- A framework for Evaluating ESG Funds and Managers
- How to Use ESG Research Tools
- Wednesday | 10am-11:30am PT
Build Your Communications Toolkit
Develop concise and compelling content to present your ESG offering by using our templates and examples.
- Defining Sustainable Investing
- Your Sustainability Story
- Your Sustainable Investment Philosophy
- Thursday | 10am-11:30am PT
Grow Your Sustainable Business
Integrate sustainability into your business development strategy.
- Community Marketing: A primer on attracting prospects and referrals through partnerships, events, and ongoing communications.
- Walking the Talk: A framework to run your business sustainably.
Past Events
- [approx. 30 mins.]
Succession Planning:
Being Intentional About the Business You Are Building
October 1, 2024
Katie helps financial advisors develop their management and talent strategies to grow their business with intention.
Katie covers:
- How to determine the right succession path for your firm
- What a talent strategy is and why it’s critical to have one
- How to build a workplace that attracts and retains Gen Y and Z
Vert's Annual State of ESG Report
March 27, 2024
- Is demand for sustainable investing shrinking?
- Are institutional investors still embracing ESG?
- Are firms choosing “greenhushing” over “greenwashing”?
- Which clients and prospects want sustainable investing?
- [approx. 58 mins.]
- [approx. 30 mins.]
Attract Sustainable Investors Without Alienating Existing Clients
February 6, 2024
Featured Speaker: Sarah Cain, Carson Group
Sarah helps financial advisors create businesses that balance purpose and profit. She shares her insights to advisors’ frequently asked questions when they want to introduce sustainable investment choices:
- How advisors gain traction with clients on sustainability.
- How to market sustainability credentials.
- How to reach clients interested in sustainability.
Discovering Which Clients and Prospects Want Sustainable Investing
November 15, 2023
Featured Speaker: Michael Thompson, Copper Leaf Financial
Michael covers these frequently asked questions:
- How to engage people to share their values.
- What questions to ask investors to gauge their interest.
- How to ask each and every client and prospect.
- [approx. 30 mins.]
- [approx. 30 mins.]
Breaking Through Your Colleagues' Resistance to Sustainable Investing
October 3, 2023
Featured Speaker: Judy McNary, Vert Advisory Board Member
Judy was Head of Responsible Investing at a large national RIA. She shares how-to breakthrough your colleagues’ resistance by:
- Unpack the most common concerns around
sustainable investing. - What works when describing the merits of offering sustainable investing.
- How to have healthy and productive conversations.
Sustainability in
Real Estate
May 24, 2023
- Which ESG issues are measurable, material, and make a difference?
- The rapid development and adoption of ESG in the built environment.
- What factors are driving the sustainable transition.
- Stories of success for different types of real estate.
- [approx. 50 mins.]
- [approx. 60 mins.]
Vert's Annual State of ESG Report
March 29, 2023
- Did the 2022 down market affect demand for sustainable investing?
- How to deal with greenwashing?
- Is the political pushback on ESG relevant to clients?
- Are businesses actually becoming more sustainable?
- Which clients want sustainable investments?
Sustainability in Real Estate
- [approx. 50 mins.]
Sustainability in Real Estate
2024
Discover what is driving success in the sustainable transition. Learn how the leaders in the real estate industry are creating economic value with sustainability.
We cover these issues, and how to share them with clients:
- How leaders in the real estate industry are creating economic value with sustainability.
- Which sustainability initiatives add value and how?
- How real estate owners are setting science-based targets.
- How the rapid development and adoption of ESG is changing real estate?
- Stories of success for different types of real estate.
- [approx. 50 mins.]
Sustainability in Real Estate
2023
- Which ESG issues are measurable, material, and make a difference?
- The rapid development and adoption of ESG in the built environment.
- What factors are driving the sustainable transition.
- Stories of success for different types of real estate.
Vert's Guide Series:
Interviews with Practitioners
Discovering Which Clients and Prospects Want Sustainable Investing
- [approx. 30 mins.]
Featured Speaker:
Michael Thompson, Copper Leaf Financial
Michael covers these frequently asked questions:
- How to engage people to share their values.
- What questions to ask investors to gauge their interest.
- How to ask each and every client and prospect.
Breaking Through Your Colleagues' Resistance to Sustainable Investing
- [approx. 28 mins.]
Featured Speaker:
Judy McNary,
Vert Advisory Board Member
Judy was Head of Responsible Investing at a large national RIA. She shares how-to breakthrough your colleagues’ resistance by:
- Unpack the most common concerns around
sustainable investing. - What works when describing the merits of offering sustainable investing.
- How to have healthy and productive conversations.
Attract Sustainable Investors Without Alienating Existing Clients
- [approx. 30 mins.]
Featured Speaker:
Sarah Cain, Carson Group
Sarah helps financial advisors create businesses that balance purpose and profit. She shares her insights to advisors’ frequently asked questions when they want to introduce sustainable investment choices:
- How advisors gain traction with clients on sustainability.
- How to market sustainability credentials.
- How to reach clients interested in sustainability.
Vert's Annual State of ESG Report
Vert's 2024 Annual State of ESG Report
- [approx. 58 mins.]
- Is demand for sustainable investing shrinking?
- Are institutional investors still embracing ESG?
- Are firms choosing “greenhushing” over “greenwashing”?
- Which clients and prospects want sustainable investing?
Vert's 2023 Annual State of ESG Report
- [approx. 60 mins.]
- Did the 2022 down market affect demand for sustainable investing?
- How to deal with greenwashing?
- Is the political pushback on ESG relevant to clients?
- Are businesses actually becoming more sustainable?
- Which clients want sustainable investments?
Communications Toolkit:
How to Talk to Clients About Sustainable Investing
Defining Your Sustainable Investing Offering
- [approx. 9 mins.]
Sam shares how financial advisors can use the Sustainable Investing Spectrum to define ESG, SRI, and Impact Investing. This way of mapping sustainable investment options helps advisors define what they offer to clients.
Telling Your Sustainability Story
- [approx. 7 mins.]
Sam describes several approaches advisors use to initiate conversation about sustainable investing with their clients. These varied approaches all answer the fundamental question of why you are offering sustainable investing and why now.
Articulating Your Sustainable Investment Philosophy
- [approx. 8 mins.]
Sam breaks down the three main components to a sustainable investment philosophy. He shares 3 favorite examples of how advisors describe the financial, societal, and personal “returns” from sustainable investing.
Disclosure
These presentations were prepared by Vert Asset Management, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Additional information about our firm is also available at www.adviserinfo.sec.gov. You can view the firm’s information on this website by searching by our firm name.
These presentations are for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person. Neither the information nor any opinion expressed in this presentation constitutes an offer, or an invitation to make an offer, to buy or sell any securities. This material is not authorized for re-distribution unless it is accompanied by strategy disclosures. The information in this presentation is given as of the date indicated and believed to be reliable. Information that has been obtained from third party sources is believed to be reliable, but we do not guarantee their accuracy or completeness nor do we assume no obligation to update this information, or to advise on further developments relating to it.
The Book:
Your Essential Guide to Sustainable Investing
The definitive go-to resource that investors have been waiting for.
Sustainable investing is booming. But do sustainable investment products do what investors expect them to do?
How can investors weave their way through the web of confusing acronyms, conflicting agency ratings, and the mass of fund offerings, confident that they can recognize and avoid corporate greenwashing?
Larry Swedroe and Sam Adams cut through the fog and bring clarity on all of this and more—providing investors with a firm plan for truly sustainable investing.
Use the book to market your sustainable investment solution!
Advisors can write your own custom foreword when you order 25 or more copies.
Get your message out to your clients and prospects.
For bulk orders, email sam@vertasset.com
