Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Jeff Gitterman (https://www.gittermanwealth.com/) is the CEO of Gitterman Asset Management and a Partner at Gitterman Wealth Management. Widely seen as a thought leader in the climate change and sustainable investing fields, he is the creator of the firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, which offer climate-focused investing solutions to both financial professionals and individual investors. Jeff has been featured in Forbes, Barron’s, The Wall Street Journal, Financial Advisor, Morningstar Magazine, and on CNN, among many others. He is a co-host of TheIMPACT show, which films at the NYSE and airs on fintech.tv, and also speaks frequently about climate-focused investing at conferences throughout the United States. Jeff is the author of Beyond Success: Redefining the Meaning of Prosperity, and also an Associate Producer of the feature documentary film Planetary.
For more information, please visit www.GittermanAsset.com and www.GittermanWealth.com.
In this episode, Chris and Jeff discuss:
1. Why Passion Drives Real Connections with Clients
2. Understanding the True Role of ESG in Investing
3. Why Governance (the ‘G’ in ESG) Matters for Advisors
4. Cultivating Long-Term Client Relationships in a Niche Market
LinkedIn: https://www.linkedin.com/in/jeffgitterman/
Website: https://gittermanasset.com/ https://www.gittermanwealth.com/
Book: https://www.amazon.com/Beyond-Success-Redefining-Meaning-Prosperity/dp/1452594023/
Documentary Film (Associate Producer): https://player.vimeo.com/video/60234866
Show: https://www.fintech.tv/News/Host/7-Jeff-Gitt
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
