Awards, Articles, Podcast Appearances
Senior Editor, Tobias Salinger, asks Sonya for her perspective on this impact investing deal.
“‘I don’t see this as much of an investment from Ladenburg into Newday for return,’ Dreizler continues. ‘They are bringing this resource and technology to advisors so that advisors can really capitalize on the growing interest in values-aligned investing.’”
Sonya joins Kim Griego-Kiel’s podcast to discuss how advisors can make impact investing more accessible to the average investor and discuss the industry’s top trends.
Staff Writer Coryanne Hicks interviews Sonya and other impact investing experts on what beginning investors need to know.
“Impact investing is still investing so all the same rules apply. “None of the basic financial planning and investment guidelines change with impact investing,” says Sonya Dreizler, a consultant to financial services firms about impact investing and ESG at Solutions with Sonya. You still need to be investing in a way that’s well-diversified and in line with your risk tolerance as it works toward your financial goals, she says. And you need to be prepared to stick out the market when things get rough. “The strongest indicator of personal return is how well you stay invested in the long run, not the individual stocks or funds you pick,” she says.”
Josh Brown credits Sonya for the idea of discounting the ticket price to the Wealth/Stack conference for all women attendees, in recognition of the gender pay gap.
“I was talking with Sonya Dreizler about what I could do to change the typical ratio of the attendees, given all the work we’ve been doing to make the speakers list more inclusive, and she came up with a great idea… so, in response to this, Wealth/Stack will be offering women advisors a ticket to the event at 78 cents on the dollar.”
Staff Writer Coryanne Hicks highlights nine women to follow on Twitter.
“Newsflash: ESG, SRI and impact investing are not the same thing. Confused? Sonya Dreizler will clear it all up for you with her tweets. This former RIA and broker dealer CEO founded Solutions With Sonya to help financial firms drive the adoption of ESG, SRI and impact investing as they grow in popularity among investors. Her tweets often include links to podcasts and videos, so if reading isn't your thing, there's other ways to learn. And if you happen to be in the right place at the right time, you may even catch her speaking "live" at a conference.“
Journalist Michael Thrasher covers Sonya’s comments at the Morningstar Conference.
“Most clients are not going to bring this up. You’re going to have to bring this up,” said Sonya Dreizler, a former president of an independent broker/dealer who now consults wealth managers on impact investments. “There is plenty of product...where I see the bottleneck is that advisors aren’t asking clients if they are interested."
Sonya writes about how the Trump presidency has inspired more people to invest along with their values.
Sonya defines common terms in the values-aligned investing space
“Values-aligned investing is called by many different names, which are commonly misused or misunderstood by investors. Decoding the lingo will make this type of investing more accessible to advisors and investors alike.”
Sonya and Daniel discuss impact investing, ESG, and if investing along with one’s values drives more effective investor behavior. Plus favorite books, travel, and the transformative power of learning a new language.
November 2018 (Episode #24)
Host Paul Ellis invites Sonya for a conversation about several sustainable finance topics following the 2018 SRI Conference, where she gave the first ever NextGen Leaders presentation.
November 2018 (Season 2, Episode 5)
Sonya joined host, Rianka Dorsainvil, and fellow guest Arlene Moss to discuss race and privilege in the financial services industry. Listen in for a sometimes uncomfortable and always interesting discussion about allyship and what white people can do to advance racial equity in financial services.
October 2018 (page 10)
Sonya’s Twitter account is featured as a good one to follow for RIAs for both the ESG advice as well as practice management tips.
Coverage of an ESG panel, moderated by Sonya, at Investment News’ Women Adviser Summit.
Sonya was quoted for her pragmatic marketing expertise in this cover article for the Journal of Financial Planning.
“You don’t have to be just like other financial services professionals,” Dreizler said. “It’s OK to show your personality. Clients connect with people; they don’t connect with an industry, they connect with individual people.”
Sonya gets you up to speed with this primer all about the UNSDGs, or the United Nations Sustainable Development Goals, and what they mean to the Impact Investing community.
If the work you are doing is even tangentially related to impact investing, you’ve likely heard chatter about the SDGs, which is short for the UN Sustainable Development Goals. Sonya mentioned them as one of the top themes she saw in 2017, and they continue to come up at every impact focused event she attends. What are the SDGs, why are impact investing professionals talking about them, and what’s next?
Sonya was honored to be featured in Sheryl Brown's #FemalesAndFinance initiative. Sheryl, with her company BionicSocial, shines a light on women in finance, an industry that continues to be heavily dominated by white men. Sheryl is inspiring women in finance by featuring women that are pushing the industry forward, thereby encouraging more women to seek careers in finance.
Sonya's featured quote: "One of the best aspects of being a woman in finance is how collaborative and helpful the other women in the field are. Almost every woman I know in financial services works either formally or informally on helping other women in the field. After 15 years in the industry, I have an amazing network of powerful women that can help open doors and answer questions for other women. Of course, we still have a long way to go. I'd love to see financial services C-suites and boards that are not only 50% women, but also representative of the communities they serve in terms of race, ethnicity, age, sexual orientation, and life experience. Diverse and inclusive boards and executive teams make better business decisions. And it's the just way to operate a business and serve clients and communities."
Sonya joins Kirk Lowe and Matt Halloran from Top Advisor Marketing to discuss what clients actually care about vs. what financial advisors think clients want to hear.
Sonya describes the four most common hurdles (and how to get past them) she sees when helping advisors add Impact Investing to their practices.
"Clients want impact investing options. Women want it. Millennials want it. Even investors aged 65+ are interested. I've seen this survey data reflected anecdotally while helping RIAs add impact investing to their practices. The financial advisors and RIA executives I speak with want to meet the increasingly frequent requests of their clients and prospects who want their money working in line with their values and interests. Many RIAs and advisors find themselves interested in impact investing, but encounter hurdles in moving from interest to adoption. Here are the most common four hurdles I see, and how to address them."
Download this easy to read and share whitepaper on the hurdles to adopting Impact Investing and how to overcome them here.
Sonya outlines five impact investing trends she's seen emerge in 2017.
An in-depth interview with Sonya- covering her career story, finding mentors, her thoughts on technology in the asset management space, Impact Investing, her volunteer service, and even her tattoo!
"I’ve sat in the chair that most of my clients are sitting in. I’ve been in the position of trying to balance the business needs and the budget. I understand what it’s like to want to make a better client experience while also balancing the needs of regulations, compliance, employees, client service, and changing technology. I’ve been through those challenges and can come in with practical approaches to help other folks dealing with similar issues of growth and scale."
Courtney McQuade interviews Sonya as well as two other leaders in finance, Winnie Sun and Katherine Earhart, for their insights in working in a male dominated field.
"I’d love to see companies formalize diversity, equity, and inclusion initiatives that have the full support of upper management and buy-in throughout the organization. I would encourage both men and women who have climbed the corporate ladder, to look back and help mentor other people, and when they do so, stretch out of their comfort zones and offer their knowledge and resources to women of color as frequently as possible. The makeup of our board rooms, C-suites, and companies should reflect the diversity of the broader communities in which we live. We’re pitifully behind as an industry but if everyone steps up, we can change the face of our industry for the next generation."
Sonya stops by the Top Advisor Marketing Podcast to discuss Impact Investing and break down the jargon and acronyms popping up in this newly popular area of responsible investing. She outlines the steps advisors need to consider to add impact investing to their practice.
Paul Ellis interviews Sonya and her Dad as part of a series about millennials and sustainable investing.
"I think the new regulations are well intended, and better protecting the end client is always a good idea, but increased regulation is very challenging for smaller firms. That is one of the reasons we see more and more consolidation in the industry.”
Sonya was honored to be included in the 2015 class of the Investment News 40 under 40 project, which "aims to provide a glimpse of the tremendous potential in the financial advice industry by finding often unrecognized young talent doing remarkable things. The key attributes the editorial staff looked for among the 1,200 nominations we received in each of this project’s first two years were: accomplishment to date, contribution to the industry, leadership and promise."