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Sumday
Sumday for Advisors
Sumday for Advisors
Your exclusive Sumday Partner Toolkit includes everything you need, from assets to templates to engage clients and communicate your value with confidence.
Most Viewed Content
Talent Attraction & Retention — A Competitive Advantage Firms Can Deliver
Carbon Accounting for Advisors: Why are other firms doing this?
Talent Attraction & Retention — A Competitive Advantage Firms Can Deliver
Carbon Becomes Compliance: New Revenue from Large Clients
Advisors Are Uniquely Equipped to Lead This Work
Adding Value as Client Expectations Evolve
Now you're convinced - Let's see how advisors are offering this as a service
Four Proven Ways Firms Deliver Carbon Services for Larger Clients
For Firms Supporting Small Business Clients: Light-Touch, High-Impact
What Firms Are Charging — And Why It Works
Strategic Advantages of Partnering with Sumday
Leveraging Sumday to Add Value to your Firm
Now let's get you set up as a Sumday advisor
Becoming a Sumday Certified Advisor
Setting up your client’s Sumday Account
Inviting Staff and Assigning Staff to Client Accounts
How to market and sell Carbon Accounting with Sumday
How to Market Carbon Accounting to Small Business Clients
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