Vert’s Annual State of ESG Report 2026
Sustainable investing after the backlash.We cover these issues, and how to share them with clients: Is demand for ESG + sustainable investing shrinking? Are companies changing their ESG commitments? How are regulations changing? Has the transition to renewables stalled? What are advisors telling clients? RECORDING AVAILABLE SOON.
Integrating Climate Risk into Financial Planning
Featured Speaker: Peter Krull, Earth Equity Advisors Peter is a financial advisor and thought leader on sustainable investing. Tune in to hear him share: What role does a changing climate play in portfolio construction? How will the lower availability and higher cost of insurance affect home ownership? When is a home an asset and when […]
Telling Your Sustainability Story
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. https://vimeo.com/415179057 [approx. 7 mins.] Disclosure This presentation was prepared by Vert Asset Management, a federally registered investment adviser under the Investment Advisers […]
Sustainability in Real Estate 2025
Learn how the leaders in the real estate industry are creating economic value with sustainability. Which sustainability initiatives add value and how? Innovations that are gaining traction in real estate today. Stories of success for different types of real estate. https://vimeo.com/1095580906 [approx. 50 mins.]
Articulating Your Sustainable Investment Philosophy
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. https://vimeo.com/415181686 [approx. 8 mins.]
Breaking Through Your Colleagues’ Resistance to Sustainable Investing
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 aroundsustainable investing. What works when describing the merits of offering sustainable investing. How to have healthy and productive conversations. https://vimeo.com/873440927 [approx. 28 mins.]
Attract Sustainable Investors Without Alienating Existing Clients
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. https://vimeo.com/913526990/ […]
Succession Planning:Being Intentional About the Business You Are Building
Featured Speaker: Katie Calagui, Katie Calagui Consulting 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 […]
Defining Your Sustainable Investing Offering
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. https://vimeo.com/410873351 [approx. 9 mins.]
Discovering Which Clients and Prospects Want Sustainable Investing
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.]