Monthly Archives: February 2022

FEATURE

Ep 73: Use ESG as a GPS Tool, Not a Moral Compass — With Jeff Gitterman



Why is Environmental, Social and Governance (ESG) Investing moving from marginal to mainstream? Aligning investments with values is just the beginning. 

In this episode, Laura Gregg and David Partain talk with Jeffrey Gitterman, Co-Founding Partner and Creator of Sustainable, Impact, and ESG Investing Services at Gitterman Wealth Management, LLC. They discuss his passion as an ESG advocate, why he believes it belongs in every client conversation and how advisors can make it a standard practice. 

Jeffrey discusses: 

  • The difference between ESG and impact investing
  • Using ESG as a GPS device for investment decisions
  • Why, and how, he made ESG investing the sole focus of his business
  • Critical social changes that are driving the demand for ESG
  • The message he wants to provide in his book — Beyond Success: Redefining the Meaning of Prosperity
  • And more

Resources: 

Connect With Jeffery Gitterman:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Jeff  is a widely recognized leader in the ESG and sustainable investing field.  He has over 30 years of experience as a financial advisor, with a primary focus on high net worth individuals and higher education professionals.  Jeff began realigning Gitterman Wealth Management towards ESG and sustainable investing in 2015.  Jeff is also the co-host of The IMPACT TV show, which airs on fintech.tv and Bloomberg TV, and the author of Beyond Success: Redefining the Meaning of Prosperity. Noted as an “ESG expert” by Financial Advisor magazine, he has been featured in Barron’s, Forbes, The Wall Street Journal, Morningstar Magazine, Financial Advisor Magazine, Money Magazine, and CNN, among many others. In 2018, he was named RIA “Thought Leader of the Year” by WealthManagement.com


FEATURE

Ep 72: Building a More Successful – and Satisfying – Business Through Niche Marketing — With Kristen Luke



Trying to accommodate a wide range of client needs may actually limit your practice’s growth, your effectiveness, and your satisfaction. Targeting a niche that fits your specific experience and expertise can make a meaningful difference for you AND  your clients. 

Kristen Luke is the president of Kaleido Creative Studio, a marketing agency specializing in helping RIAs promote their businesses through a niche approach. In this episode, Kristen joins Laura Gregg and David Partain to discuss the process of shifting financial advisors businesses from a generalist model to a niche model to improve the client experience and business efficiency.

Kristen Luke discusses: 

  • Identifying your business niche based on market size and potential value of the niche 
  • How to ensure that a transition from a generalist to a niche focus makes sense for you 
  • Making the transition while maintaining your current book of business
  • And more

Resources: 

Connect With Kirsten Luke:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Kristen Luke is the President of Kaleido Creative Studio, a marketing agency that helps Registered Investment Advisors market themselves to a niche, making it easier for them to stand out from the competition and attract ideal clients.

For more than 15 years, Kristen has consulted with hundreds of financial advisory firms and shared her marketing expertise via industry conferences and publications nationwide. Most recently, she has contributed her advice to FPA NorCal, Kitces.com, Top Advisor Podcast, Kitces Office Hours, and Advisor Perspectives.