Oct
23
3:20 PM15:20

What You Need to Know About ESG Investing

  • San Francisco CA 94104 United States (map)
  • Google Calendar ICS

Moderator: Sonya Dreizler, CFP® - Founder; Solutions with Sonya
Panelist: Marie Dzanis, Head of intermediary and wealth distribution, Northern Trust Asset Management

Today, environmental, social and governance investing—known as ESG— is creating diversification, returns and new client growth for savvy financial advisers. InvestmentNews Research estimates that $150 billion in alternative assets could be added to client portfolios over the next three years – while roughly 85% of all clients are now expressing interest in learning more about alternative investment strategies. Find out where we are and what’s next for this evolving sector. The panel will share their ideas for incorporating these cutting-edge strategies into your menu of offerings to appeal to existing clients and attract new ones.

For over five years, the Women Adviser Summit has hosted over 1,600 women across the country with the goal of investing in their business, their brand and themselves, all while collaborating and networking with like-minded peers. Join in on the experience!

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Nov
1
to Nov 3

The Next Generation of SRI Leadership

 29th Annual Conference for Sustainable, Responsible, and Impact Investing

29th Annual Conference for Sustainable, Responsible, and Impact Investing

Sonya Dreizler takes the main stage on night 1 of the conference to shares her career story, her thoughts on what it takes to succeed in the field of SRI, and what the next years and decades hold for the industry.

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Sep
18
12:00 PM12:00

The What, Why, and How of Adding an Impact Investing Solution for Your Clients - Webinar

Sonya Dreizler, a former financial services CEO and impact investing expert will discuss the importance of impact investing in client portfolios and client relationships. She will cover an overview of the definitions of Impact, ESG, SRI, and Sustainable 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 Sonya will share practical tips and resources to use in your practice immediately.


Register here.

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Aug
22
10:00 AM10:00

Women & Investing in 2018- Webinar

WhoGloria Nelund, CEO and Founder of TriLinc Global, and Sonya Dreizler, Founder of Solutions with Sonya, impact investing and business management consultant.
WhatYour Money's Voice - Women & Investing in 2018: an insightful, impactful and educational webinar on women investors.

Gloria and Sonya will discuss how women are leading the way in impact investing, and how you can grow your business by attracting women investors. During this webinar, you will learn about:

  • The tremendous growth of women as leaders in the workforce and in the boardroom
  • The importance of building a portfolio that incorporates your clients' values
  • The opportunity in impact investing with women investors

To register, click HERE

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Jul
25
11:00 AM11:00

FPA Journal - Journal In The Round - Marketing Fails and Fixes

  • Online Webinar - Registration and Login Information Below (map)
  • Google Calendar ICS
fpapublic-logo.gif

Panelists:
Courtney McQuade,  Social Solutions for Financial Services
Zoë Meggert, Perfectly Planned Content
Sonya Dreizler, CFP®, founder of Solutions with Sonya

As a follow up to this month's FPA Journal cover story, Marketing Failures and Fixes, three of the experts featured in the article will discuss common marketing mistakes, how to avoid them, and best practices for marketing a financial planning practice.

FPA Member Price: Free

Non-Member Price: $19.00

Registration and Login Information

 

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Apr
3
to Apr 6

Panel: Moving Money For Good

 

 

 

Moderator: Aliza Wasserman, RIPE Roadmap
Panelists: 
Jonathan Hudacko, Just Invest
Sonya Dreizler, Solutions By Sonya
Becca Shepherd, Tides
Dr. Cathy Key, World Tree

Sustainotopia is one of the leading events in the world for social, financial and environmental sustainability & impact celebrates its 10th year as a company!

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Mar
23
2:00 PM14:00

The What, Why, and How of Adding an Impact Investing Solution to an Advisory Practice

Sonya Dreizler, a former financial services CEO and impact investing expert will discuss the importance of impact investing in client portfolios and client relationships. She will cover an overview of the definitions of Impact, ESG, SRI, and Sustainable 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 Sonya will share practical tips and resources to use in your practice immediately.

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Mar
9
9:00 AM09:00

The What, Why, and How of Impact Investing in an Advisory Practice

 Regional Advisor Conference-    San Francisco 

Regional Advisor Conference-    San Francisco 

Moderator: Sonya Dreizler
Panelist: Diane ManuelUrban Wealth Management
Panelist: Justin Martello, Effective Assets
Panelist: Shane Yonston, Impact Investors
Panelist: Jeff Gitterman, Gitterman Wealth Management

The panel will discuss why and how to integrate impact investing solutions into client portfolios and relationships.  We 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 talking about the impacts of their portfolios. The session will include practical tips and resources to use in your practice immediately.

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Mar
2
3:30 PM15:30

5 Things Clients ACTUALLY Care About- Podcast Now Available

Are you really aware of what your clients care about and need? Sonya joined Matt and Kirk of the Top Advisor Marketing Podcast to discuss the 5 things clients ACTUALLY care about. Financial advisors often base the cares of their clients on their own personal cares, which often leaves them presenting clients with information or action that doesn't resonate. By incorporating these 5 things into your practice, you will be able to give clients the experience they need to ensure their continued satisfaction and happiness. 

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Jan
27
8:15 AM08:15

Implementing Impact Investing in Your Practice

 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.

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Nov
7
4:30 PM16:30

Investing with Intention

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Join Hanson Bridgett, Solutions with Sonya, Glass Lewis, Just Invest, MSCI, and SASB for a discussion on how you can make a positive impact with your financial choices. Our expert executives from the legal, investing, and banking world will share perspectives on investing with intention, public vs. private impact investments, and banking and lending with positive intention. The panel will also give their opinions on the different flavors of impact as well as their views on the outlook for growth in ESG and impact investing over the next 3-5 years. They will discuss barriers to adoption and potential solutions to move greater amounts of capital to investments that maximize returns and have a positive impact on the overwhelming environmental and social issues of today. Each panelist will share a story of individual career success, sharing tips and ideas with the audience on growing their own careers.

We expect nearly 75 investing, lending, and legal professionals in the audience. Attendees will include portfolio managers, bankers, lenders, financial advisors, CIOs, relationship managers, research analysts, principals of RIA firms and family offices, pension & endowment advisors, fintech entrepreneurs, and more.

Our Panel:

  • Sonya Dreizler, CEO, Solutions with Sonya (Moderator)

  • Courtney Keatinge, Director, ESG Research, Glass Lewis

  • Scott Smith, Partner, Corporate Group, Hanson Bridgett

  • Jonathan Hudacko, CEO, Just Invest

  • Jamie Nulph, ESG Consultant, MSCI

  • Nicolai Lundy, Director of Product and Partnerships, SASB 

PURCHASE TICKETS

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Nov
1
to Nov 3

What Every Advisor Should Know About Running a Successful SRI / ESG Practice

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

This session is designed to provide guidance and best practices for newly-minted as well as seasoned advisors offering responsible investment strategies. This dynamic expert panel will share their journey in building a successful practice and offer key considerations integrating sustainable, responsible, impact investing into their practices. The discussion will cover the alphabet soup of terminology, screening the universe of SRI asset managers to determine best fit for clients, and how to conduct due diligence on this growing segment of the financial services industry.

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Oct
19
8:00 AM08:00

ESG Asset Manager Panel: Exploring how managers utilize, integrate, and monitor ESG data within investment strategies

  • NYC Sustainable Investment Conference for Financial Advisors (map)
  • Google Calendar ICS

As of 2016, there were $8.7 trillion in professionally managed sustainable portfolios, representing a 33% two year growth. ESG investing is clearly on the rise.  This event is designed to align advisor practices with the rapidly growing ESG landscape, and will focus on the following:

ESG Marketing and Client Acquisition – How to brand yourself as an ESG expert and attract clients interested in ESG to your practice.

ESG Data –  Exploring whether ESG integration adds alpha and/or reduces risk in portfolio design.

RIA Perspectives on ESG Investing – An opportunity to learn from large RIA’s that are successfully incorporating ESG strategies into their investment process and business models.

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Sep
26
12:00 PM12:00

Hosting: ESG Speaker Series - Advisor Lunch, Chat, & Networking with Jens Peers of Mirova

This event is intended for financial services professionals.

In this first event of the relaunched ESG Speaker Series, we'll chat with Jens Peers, CIO of Mirova and Portfolio Manager of The Mirova Global Sustainable Equities Fund.  Mirova is a Paris based affiliate of Natixis Global Asset Management focused on responsible investing.  

For more information about the event, and for an invitation (financial services professionals only), please contact Sonya.

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Sep
13
1:30 PM13:30

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

Do you find yourself busy but not actually achieving your big picture business goals? Do you wish you had more time to grow your firm? Help is on the way!

Join me as I guest host a 25-minute webinar for Kristin Harad, marketing trainer and coach for financial advisors.

LOVE YOUR TO-DO LIST: TIME MANAGEMENT FOR FINANCIAL ADVISORS

Wednesday, September 13th at 1:30pm PT / 3:30pm CT / 4:30 pm EST

In this concentrated and interactive practice management session, I will share:

  • 3 effective time management tools to help you focus your daily efforts
  • how to protect time for your business goals
  • practical and concrete steps you can implement in your practice immediately

Plus, we'll do the first step together on the webinar. Register now to join us!

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Sep
6
8:30 AM08:30

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

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.

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Jul
18
7:30 PM19:30

Small Business Marketing & Management

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.

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May
30
to May 31

Impact Your Practice with Sustainable and Impact Investing

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.

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Apr
26
2:00 PM14:00

Loving 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.

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Apr
18
8:30 AM08:30

Loving 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.

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