Entrepreneurship, Small biz, Social enterprise, ESG, Impact investing, Tech, Management, Marketing, Management/financial advisors, Custom content, Thought leadership, Articles, White papers, Op-eds
Are Advisors Really Doing Something About Diversity?
The road to real change in advisory firms calls for a full-court commitment. A small number of RIAs are moving past lip service.
My Life as a Client: Just Listen to Me!
A lot can be learned listening to clients’ experiences with financial advisors—good and bad. We talked to Stan Kimer, president of Total Engagement Consulting by Kimer, a diversity and career consulting firm in Raleigh, N.C.
Turmeric, Ginger And Cardamom: Doselva Builds A New Supply Chain For Coffee Farmers In Central America
Five years ago, Jefferson Shriver cofounded Doselva, a social enterprise in Nicaragua that not only helps coffee farmers grow botanical ingredients for spices to sell to the food industry, but also has established a new, sustainable supply chain system to process and export those materials.
Is Entrepreneurship Through Acquisition The Answer To Building Wealth For People Of Color?
How to create inter-generational wealth among people of color and to do so in a way that’s accessible to a critical mass of people? The answer: Boost business ownership by people of color, but with a twist. Instead of helping founders start something from scratch, focus on entrepreneurship through acquisition.
Workplace Racism is Rampant. Here's How We Can Step Up.
I ghost wrote this article about Catalyst research on racism at work faced by women from marginalized racial and ethnic groups.
Startup Founders Report Entrepreneurship Is Taking A Toll On Their Mental Health
Starting a company, whether it’s a social enterprise or a regular one, is a high-stress endeavor and not for everyone. But does it harm founders’ mental health? The answer, according to a new report, is yes.
Mastering Effective Listening
Clients who think their advisor really hears what they’re saying tend to stick around for longer.
How to Resonate with the LGBTQ+ Community
An annual nod during Pride Month is no longer adequate acknowledgment, a new study finds
Five Pandemic Practice Changes With Staying Power
Sure, during the pandemic, many firms started Zooming and introduced hybrid work setups. But some advisors also tried out a wide range of other practices, innovations they still continue to use.
From the Frontline to the C-Suite: How We Can Help Women Thrive
I ghost wrote this article on Catalyst's new strategy for CEO Lorraine Hariton
CFOs: Time to Leverage Your Actuarial Talent?
By maximizing existing actuarial skills, companies could benefit from their unique ability to provide comprehensive predictive insights and recommendations able to help drive organizational performance.
When Succession Plans Fail, Keep Trying
Advisors looking for someone to take over their practice may find the second—or third—time’s the charm.
How Climate Change Is Impacting Financial Planning
A growing number of advisors are finding they have to add a new element to their financial planning—how badly their clients may be affected by global-warming-induced wildfires, flooding, hurricanes or other disasters and whether adjustments need to be made to their plans, as a result.
The Fashion Industry Turns Up ESG Efforts as Pressure Increases
Consumers and investors are not the only ones playing a big role in shaping sustainability trends in the fashion industry. The sector’s substantial impact on the climate—comprising as much as 10% of annual global carbon emissions—has necessitated government agencies to step in as well.
The Rise of the Chief Diversity Officer Pays Dividends across the Board
The push for greater diversity at the highest levels of organizations received a boost in March, when the United States Agency for International Development appointed its first Chief Diversity Officer, The appointment of a diversity, equity, and inclusion (DEI) leader follows similar moves within a wide array of organizations and industries over the past several years.