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!