The Financial Advisor Nurturing the Next Generation of Young Black Professionals Martin 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 Clients She wants to make sure investors are comfortable and committed before engaging in a long-term relationship. Charles Keenan Aug 8, 2023
Solo Practitioner Working 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 Money Advisor 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 Wealth Charlotte Geletka helps clients feel secure in their financial decisions. Charles Keenan Aug 6, 2021
Ushering In a New Generation of Financial Planners Andrew 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