Jeff Gitterman (@JeffGitterman) is a co-founding partner of Gitterman Wealth Management, LLC, and a true visionary in the field of Sustainable, Impact, and ESG Investing. With his expertise in creating SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, Jeff offers investment opportunities and research services for both individual clients and financial professionals in the Sustainable, ESG, and Impact arenas.
In today’s episode, Jeff and Chris talk about
- The world of sustainable investing
- Working with high-net-worth clients
- Targeting college professors
- The importance of ESG investing
- Current market insights
Facebook: https://www.facebook.com/jeff.gitterman/
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!