Advisor to Advisor meeting

Advisor to Advisor

Are you an advisor who has questions about implementing Sustainable, Responsible, Impact Investing (SRI) into your practice?

I’ve specialized in SRI since 2004. I have¬†experimented with different investment options, technologies, techniques, processes, and strategies to create a successful client experience.

I would love to share with you the insights I’ve learned.

We can discuss:

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How to present investment impact

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How to screen funds

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Investment and custodian options

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IPS for SRI clients

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Our current buy list

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Podcasting

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Pricing structure

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Marketing

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Resources

$500 per 1.5 hour session

Please specify the areas you want to cover in the comments when you schedule or in a separate email Рthat will help me be prepared. Thanks, Bill

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AIO Financial, 520-325-0769

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