Aug
1
3:30 pm15:30

How to Leverage Impact Investing in Your Marketing- Podcast

  • Podcast

In this podcast, I'll be in conversation with business coach and social media expert, Matt Halloran, as well as Kirk Lowe, founder of Top Advisor marketing, RIA branding expert, and one of my favorite people to follow on LinkedIn.  We'll talk about both the why and the how of leveraging impact investing in your marketing, and how it helps to attract and retain great clients.

Sep
6
10:00 am10:00

Impact Your Practice- An Impact Investing Primer and Q&A

  • Corte Madera, CA

Marin RIA
Quarterly Coffee Group

By Invitation Only: For Marin RIA Quarterly Coffee Members Only- ask Sonya for an intro if interested.

I will discuss the importance of impact investing in client portfolios and client relationships and will cover a short overview of the definitions of impact, ESG, SRI, and green investing. We'll discuss incorporating ESG considerations and impact opportunities into investment evaluation, and how to strengthen your relationships with clients by incorporating impact investing. The session will include time for Q&A, and I will share practical tips and resources to use in your practice immediately.

Sep
8
1:30 pm13:30

Love Your To-Do List- Time Management for Financial Professionals

In this concentrated and interactive practice management session, Sonya will present three effective time management tools to help you focus your daily efforts towards meeting your business goals.  We will discuss practical and concrete steps you can implement in your practice immediately, and will do the first step together, in the session

Nov
1
Nov 3

Implementing Impact Investing in Your Practice

  • Hotel del Coronado

Moderator: Lazetta Rainey Braxton, CFP® - Financial Planner; Financial Fountains
Panelist: Sonya Dreizler, CFP® - Founder; Solutions with Sonya
Panelist: Shane Yonston, AIF®, CFP®, MFP - Principal Advisor; Impact Investors
Panelist: Bruce Herbert AIF® - CEO; Newground Social Investment, SPC

Our panel will discuss the importance of impact investing in client portfolios andclient relationships. We will cover a short overview of the definitions of impact, ESG, SRI, and green investing. We'll discuss the importance of incorporating ESG considerations and impact opportunities into investment evaluation, and how to strengthen your relationships with clients by incorporating impact investing. The session will include time for Q&A, and we will share practical tips and resources to use in your practice immediately.

Jan
27
8:15 am08:15

Implementing Impact Investing in Your Practice

  • His Lordship's Restaurant
NorCal Chapter

NorCal Chapter

By Invitation Only: For NorCal NAPFA Group Members Only- ask Sonya for an intro if interested.

Speaker: Sonya Dreizler, CFP® - Founder; Solutions with Sonya
Speaker: Shane Yonston, AIF®, CFP®, MFP - Principal Advisor; Impact Investors

Our speakers  will discuss the importance of impact investing in client portfolios and client relationships. We will cover a short overview of the definitions of impact, ESG, SRI, and green investing. We'll discuss the importance of incorporating ESG considerations and impact opportunities into investment evaluation, and how to strengthen your relationships with clients by incorporating impact investing. The session will include time for Q&A, and we will share practical tips and resources to use in your practice immediately.


Jul
18
7:30 pm19:30

Small Business Marketing & Management

  • The Community Well

By Invitation Only: For Community Well Members Only

In this informal session, we'll cover goal setting, time management, website and social media basics, and the importance of proactive outreach to clients and prospects.  Depending on attendee interest, we may also discuss invoicing and time tracking tools.

May
30
May 31

Impact Your Practice with Sustainable and Impact Investing

  • The Palace Hotel

Moderator: Sonya Dreizler, CFP® - Founder; Solutions with Sonya
Panelist: Justina Lai - Director of Impact Investing; Wetherby Asset Management
Panelist: Shane Yonston, AIF®, CFP®, MFP - Principal Advisor; Impact Investors

Our panelists will discuss the importance of impact investing in client portfolios and client relationships. Their presentation will include a short overview of the definitions of impact, ESG, SRI, and green investing. They will discuss the importance of incorporating ESG considerations and impact opportunities into investment evaluation, and how to strengthen your relationships with clients by incorporating impact investing. The session will include practical tips and resources to use in your practice immediately.

Apr
26
2:00 pm14:00

Loving Your To-Do List, Time Management for Financial Professionals

  • Gordian Compliance

In this concentrated and interactive practice management session, Sonya will present three effective time management tools to help you focus your daily efforts towards meeting your business goals.  We will discuss practical and concrete steps you can implement in your practice immediately, and will do the first step together, in the session.

Apr
18
8:30 am08:30

Loving Your To-Do List, Time Management for Financial Professionals

  • Westin St Francis

In this concentrated and interactive practice management session, Sonya will present three effective time management tools to help you focus your daily efforts towards meeting your business goals.  We will discuss practical and concrete steps you can implement in your practice immediately, and will do the first step together, in the session.