The Financial Advisor Nurturing the Next Generation of Young Black ProfessionalsMartin A. Smith runs a robo-advisor with a goal of supporting HBCUs. Charles Keenan Feb 5, 2024
California Advisor Takes a Slow, Deliberate Approach With Prospective ClientsShe wants to make sure investors are comfortable and committed before engaging in a long-term relationship. Charles Keenan Aug 8, 2023
Solo PractitionerWorking on his own, advisor George Papadopoulos finds success on his terms. Charles Keenan Feb 7, 2023
Creating an Environment Where Clients Feel Safe Advisor Zaneilia Harris offers her own experiences to gain clients’ trust. Charles Keenan Nov 9, 2022
Why Investors Shouldn't Wait to Enjoy Their MoneyAdvisor Dustin TenBroeck challenges his clients to view their dollars differently. Charles Keenan May 23, 2022
Bringing Sustainable Private Placements to Investors'It’s our way of helping to try to democratize access to the high-impact private investments population.' Charles Keenan Feb 11, 2022
Creating an Inclusive Practice to Help Women‘I just want every woman to know that she has the ability,’ says Danika Waddell, president of Xena Financial Planning. Charles Keenan Nov 8, 2021
Coaching Confidence and Catering to All Levels of WealthCharlotte Geletka helps clients feel secure in their financial decisions. Charles Keenan Aug 6, 2021
Ushering In a New Generation of Financial PlannersAndrew Miller infuses youth into building a firm poised for the long run. Charles Keenan May 7, 2021
Digging for Responsible Growth Liz Simmie says shortcomings in ESG research and data create opportunities. Charles Keenan Feb 11, 2021