I’m often asked how I started in public speaking. I’m certainly naturally drawn to it as you can see from the photo of me prepping for one of my first talks. It also takes diligence to create and deliver engaging, relevant content. One of the ways I got started speaking at industry conferences was by moderating panel discussions. It’s a great way to get used to being on stage and presenting content to an audience. I did well at moderating which led to being asked to take on larger roles. But if you’re new to moderating, the task can seem daunting. Here are my top tips for moderating a panel. I’ve added notes specific to impact and ESG investing, but the format works for any topic.
So you’ve seen study after study showing that investors are overwhelmingly interested in sustainable, ESG, and impact investing, but you think it might just be hype because your own clients aren’t asking about it. Right?
Almost every conference or panel discussion about impact or sustainable investing starts with a discussion of terminology. While it's annoying that we have to start all of our conversations with a discussion about semantics, that discussion is incredibly important.
If the work you are doing is even tangentially related to impact investing, you’ve likely heard chatter about the SDGs, which is short for the UN Sustainable Development Goals. I mentioned them as one of the top themes I saw in 2017, and they continue to come up at every impact focused event I attend. So let’s do a quick catch up. What are the SDGs, why are impact investing professionals talking about them, and what’s next?
I don't know about you, but sometimes it feels hard or even superficial to focus on work while seeing the heartbreaking stories of immigrant families being separated at the border. But how do we also leverage our positions in financial services to make pragmatic steps forward with the financial levers available to us? I have some thoughts.
Recently, someone asked me about the top challenges I see when working with RIAs. I identified four common issues, and want to share one of them with you today. The problem is not unique to RIAs, but instead fairly universal to service businesses. I’d love to hear if this resonates with you, and if so, if you have any techniques that work for you.
Problem:Many RIA founders, managers, and financial advisors say that they should be spending more time communicating with and seeing their clients, but they just aren’t doing it.
My thoughts:Regular, personal communication with clients is arguably the most important thing you can do to maintain and grow your business.