Common Programs: Technology & Investment Firms

All of the work I do for clients is customized, but these common engagements serve as a good jumping off point.

ACCESS THE MARKET
Strategic consulting for technology and investment firms offering Impact Investing and ESG products to RIAs and BDs.

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Cost: Priced per project. Hourly consulting available.


LEARN & GROW
Custom educational presentations on ESG/ II Marketplace

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Cost: Starting at $5,000 & travel expenses