4 Marketing Strategies for Sustainable Investment Advisors
Closing the gap between knowledge and marketing is where many advisors get stuck.
Phuong Luong
Phuong Luong, CFP, is an educator and financial planner focused on economic justice. She is the Founder of Just Wealth, a fee-only RIA, and the Director of Boston University's Financial Planning Program. Phuong is a subject matter expert in ESG, regenerative investing, and financial planning across income and wealth spectrums.
Follow Phuong on Twitter: @pt_luong
The views expressed in this article do not necessarily reflect the views of Morningstar.
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