Pick My Brain - Free

Office Hours will resume July 23, 2019. See you then!

Office hours are free, have no agenda, and do not require an appointment. Just show up. It might be just me and you or you might meet new friends.

  • Introduce yourself

  • Discuss a new ESG investing idea you have

  • Ask me questions about impact investing, business operations, women in finance, or what my favorite vegetable is

Office Hours will resume July 23, 2019. See you then!

Login here for video chat. For voice only, call  (563) 999-2090, Access Code 549978

Pick My Brain - At Your Convenience

Book a 30 or 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 the impact investing marketplace

  • Discuss RIA and Financial Advisor office technology

  • Hone impact investing marketing messaging

  • Website & marketing collateral review

  • Discuss & design social media strategy

  • Bounce an idea around with someone (me!) who has run an RIA and has worked with hundreds of financial advisors

  • Talk about an employee situation with an experienced people manager (also me)