One word we hear on repeat in the financial industry is niche. For many that means targeting a very specific population, whether that be people from a certain industry, company, or lifestyle. But have you ever considered breaking into the niche of sustainable finances? For many, SRI (Socially Responsible Investing) may just be a buzzword, but for today's guest it's a way of life and business.
In today's episode, Matt is joined by a woman who not only walks the walk, but has also built a successful business when it comes to niche marketing and sustainable finance. Social advocate and financial planner Kim Griego-Kiel joins Top Advisor Marketing Podcast to share some of personally history with sustainable investing, along with the fundamentals.
Kim is the president of Horizon’s Sustainable Financial Services, and has been in the sustainable investing industry for over 20 years. Kim walks Matt through the fundamentals of how a sustainable financial services business operates, and how other advisors can adopt similar practice to create lasting client relationships and portfolios.
If you’re interested in learning more about how you can create a strong portfolio that reflects your client’s values and passions, this is an episode you won’t want to miss!
LINKS: www.HorizonsSFS.com| KIMBERLY GRIEGO-KIEL
Episode 188 - Building a Valuable Advisory Board With Stephen Wershing
Episode 187 - Client Insights With Julie Littlechild
Episode 186 - Building External Relationships and Growing your Business - With Matt McGowan
Episode 185— 14 Rules of Advisor Marketing Success
Episode 184 - A Guide to Success and Enjoyment for Investment Advisors — With Bob DiMeo
Episode 183 — Enhancing Your Business With the Psychology Behind People — with Genevieve Thayer
Episode 182 — How to Secure Solid Introductions — Referrals Mini-Series Part 3
Episode 181 — How to ask for Referrals without Begging — Referrals Mini-Series Part 2
Episode 180 — How to get Referrals Without Asking — Referrals Mini-Series Part 1
Episode 179 — The Power of Podcast Marketing — with Ben Jones
Episode 178 - Show Your Clients How to RetireReady — With Ed Dressel
Episode 177 - 7 Steps for Strategic Risk-Taking — with Craig Hersch
Episode 176 - Uncork Your Productivity: Part 2 — With Patty Kreamer and Michelle Donovan
Episode 175 - Uncork Your Productivity: Part 1 — With Patty Kreamer and Michelle Donovan
Episode 174 - Start Creating Documented and Repeatable Systems — With Dean Soto
Episode 173 - Cracking the Code to Customer Devotion — With Shawn Moon
Episode 172 - Make Your Brand Powerful and Consistent Across Locations — With Austin Schmitt and Elijah Kovar
Episode 171 - Start Interrupting Your Patterns — With Jon Dwoskin
Episode 170 - #BeYourOwnLoud
Episode 169 - Breaking Money Silence® with Kathleen Burns Kingsbury
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