Turn Great Client Service Into Organic Growth With ESG Education

Learn how ESG advisors build trust and turn satisfied clients into confident advocates using short, strategic email courses

Why Great Service Isn't Enough

Even happy clients struggle to explain your value. Without a deeper understanding of your methodology, they can't:

• Write compelling reviews
• Make strategic referrals
• Share your insights effectively

Systematic Client Education = Predictable Growth

When clients understand your approach, you're not just building stronger client relationships...you're creating confident advocates who enhance your business development.

This framework shows you how to make that shift using short, focused educational email courses.

What You'll Get:

• A sample 3-day ESG email course
• A framework you can customize by topic, length, and complexity
• A model for turning client confusion into clarity and advocacy

Download Your Framework

Your information is secure and will only be used to send you the framework

You're in! The Framework Is On Its Way

Within the next minute or two, you'll get an email from me, Lisa Marie Harast.It contains a customizable framework you can start using right away, so be sure to check it out!If you have any questions, just hit reply. I read every message and I'm happy to help! 😊Now head over to your inbox and look for that email!

P.S. If it doesn’t show up in a few minutes, check your spam or promotions folder.Sometimes email filters get suspicious of new senders (especially when they’re not robots 🤖)

About Your Strategic Communication Partner

• With over 20 years in the investment industry, I’ve helped advisors communicate complex strategies with clarity and confidence.
• I hold the CIPM designation and bring deep compliance expertise to every framework I build - so you can educate clients without second-guessing the language.