Consulting
The VegTech™ Invest team offers consulting services for financial professionals in the following areas:
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Reaching Next Gen Investors.
1. Brand review to position your firm as experts in addressing Next Gen investing needs.
2. Marketing plan to position your firm as a Next Gen Advisory.
3. Communications strategy to reach your client's children and retain them.
4. Execution of communications strategy and public relations.
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Positioning as an Advisory that Offers Sustainable Investing Options and Expertise.
1. Strategy and planning for launching a sustainable financial product, including competitive mapping and whitespace identification.
2. Marketing and communications strategy, including messaging and branding, for a sustainable financial product.
3. Strategy and planning for delivering sustainable private market opportunities either through consulting on establishing a fund or via case-by-case deal flow.
4. Marketing and communications strategy for launching a sustainable private market fund.
5. Providing vetted deal flow including intital screenings to meet client criteria and, if desired, relationship building with private companies.
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General Marketing and Communications Coaching.
1. Public speaking coaching.
2. Social media coaching.
General Sustainability Guidance
1. Learn about the options to lower the carbon footprint of your firm's investment and operations.
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Reach out to Elysabeth@VegTechInvest.com.
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Don't miss out on reaching Next Gen clients. It's estimated that over the next few decades, around $68 trillion will change hands from Baby Boomers to their heirs, predominantly Millennials and Gen Z.
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"My entire family has always invested together, but more and more it is clear that the old guard doesn't see the writing on the wall. When you try to talk about ethical priorities, or even specific areas to include or to avoid, they just glaze over. Honestly, even asking for basic things like ESG you get sent a brochure greenwashing the same old same old. It is pretty clear to me that even though my parents are ok with investing like that, it just doesn't work for me. I need investment options from a financial advisory that really gets that I'm not just trying to build a future for my bank account, but also one I want to live in."
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-Anonymous Millennial, 41 years old