One Advisor’s Sustainable Strategy

Learn how a well communicated and executed sustainability strategy brought new business to one firm

Redwood Grove Wealth Management is an emerging independent wealth management firm in Marin County, Calif. Tanya Steinhofer, principal of Redwood Grove, wanted to align her business with her personal life along with helping her clients with SRI investments.

Critical to my own credibility with my clients and for my own personal motivation, was to construct a sustainable business,” noted Steinhofer. “Once I had identified where I stood from a green business practice point of view, it was a relatively simple matter to then create and document my strategy and put an action plan in place.”

But beyond just saying these things were important to her, Steinfhofer wanted to have a communication platform that she could point to with tangible evidence of how she and her firm were “walking the walk.”

“My sustainability strategy and approach has truly differentiated my practice in the crowded investment advisor marketplace here in the San Francisco Bay Area, and I am seeing marked new business because of it. My clients often remark to me how they appreciate doing business with me because of it. And from a profitability point of view, I have reduced my costs across the board, all of which drop to the bottom line.”

>> Return to "Why You Need to Build a Sustainable Business"

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