I get many requests to pick my brain or chat about my areas of expertise. While I’d love to help everyone who asks, I keep my limited one on one time available for my consulting clients and current mentees. To pick my brain, please book a short consulting call, join my quarterly class or reserve a spot for my free office hours. I look forward to chatting!
Pick My Brain: 1 on 1
HOURLY CONSULTING
Book a 60 minute phone or video call for ad hoc advice and guidance. This is a great format for people who want to:
Pick my brain about ESG, SRI, or Impact Investing
Discuss racial and/ or gender justice initiatives
Ask questions about social media strategy
Bounce an idea around with someone (me!) who has run an RIA and has worked with hundreds of financial advisors
Online Class:
ESG: What Advisors Need to Know
This small group session is for financial advisors thinking about adding ESG to their practice. In 60 minutes, I'll cover the basics of what you need to know to get started on your journey.
Approaches to ESG in an advisory practice
The difference between ESG, SRI, and Impact Investing
Products available
How to talk to clients
What is greenwashing, and how to spot it
Best next steps for learning and starting
We'll have 15 minutes for Q&A after the presentation, so bring your questions.
$325 per participant.
Minimum three attendees needed for the class to run, capped at a maximum of eight attendees.
Pick My Brain:
Free Community Office Hours
First Wednesday of the month at 11:00 AM Pacific Time. Office hours are free, and have no agenda. It might be just me and you or you might meet up to 3 new friends.
Introduce yourself or your company/ get to know you meetings
Discuss racial and gender representation in financial services
Discuss your ESG/ impact investing job search
Solicit feedback on ESG / impact products and services
Want the road map to build your own office hours? I wrote about it for Morningstar.