Impact Investing Success Story: Making Investing with Our Values Accessible for Both Advisors and Investors | In Conversation with Catherine Berman of CNote

Supporting individuals and companies outside of philanthropy felt like a natural way to open more capital for strong organizations that were solving real societal problems; I’ve been a fan of impact investing ever since. 

Read More

Top Problem; Top Solution: Call Your Clients!

Top Problem; Top Solution: Call Your Clients!

Recently, someone asked me about the top challenges I see when working with RIAs. I identified four common issues, and want to share one of them with you today. The problem is not unique to RIAs, but instead fairly universal to service businesses.  I’d love to hear if this resonates with you, and if so, if you have any techniques that work for you.

Problem: Many RIA founders, managers, and financial advisors say that they should be spending more time communicating with and seeing their clients, but they just aren’t doing it.

My thoughts: Regular, personal communication with clients is arguably the most important thing you can do to maintain and grow your business.

Read More

Impact Investing Success Story: Solutions to Our Greatest Risks | A Conversation with Betsy Moszeter of Green Alpha Advisors

Impact Investing Success Story: Solutions to Our Greatest Risks | A Conversation with Betsy Moszeter of Green Alpha Advisors

It was my pleasure to chat with Betsy Moszeter, COO of Green Alpha. The impact story from this interview is an alternative energy play. Read on to see the interesting ways that this forward looking manufacturing company has been able to use their technology for more than just wind energy. Also, you’ll get to hear more about Betsy, her path to impact investing, her thoughts on stock buybacks, and her favorite hike.

Read More

Impact Investing Success Story: Game Changer Medical Testing | In conversation with Kristin Hull of Nia Impact Capital

Impact Investing Success Story: Game Changer Medical Testing | In conversation with Kristin Hull of Nia Impact Capital

Kristin Hull is the Founder, CEO, and CIO of Nia Impact Capital. She and I have known each other through the impact investing field for many years; but it wasn’t until I sat down with her for this interview that I got to know more of her fascinating personal story. Read on for that as well as an interesting success story about one of her favorite solution-based investments.

Read More

Impact Investing Success Story: Using Shareholder Engagement to Advance LGBT Rights in the Workplace | In conversation with Cheryl Smith and Brianna Murphy of Trillium Asset Management

Impact Investing Success Story: Using Shareholder Engagement to Advance LGBT Rights in the Workplace | In conversation with Cheryl Smith and Brianna Murphy of Trillium Asset Management

Research has shown that corporate policies that foster inclusive workplaces by supporting LGBT employees lead to more positive business outcomes, lower staff turnover, and increased job satisfaction and productivity.  Read how Brianna Murphy of Trillium used the shareholder engagement process to push for LGBT workplace protections at JB Hunt.

Read More