What if your RIA firm gave more than it took—from your people, your clients, your community, and even the planet?
In this conversation, Johnny Sandquist of Three Crowns Marketing sits down with Grant Rawdin (Wescott Financial Advisory Group), Mike LaMena (Wealthspire Advisors), and Suzanne Siracuse (Suzanne Siracuse Consulting) to unpack the origin story, vision, and impact of the Net Positive Consortium.
The Consortium is a collective of wealth management firms committed to creating meaningful, measurable change across five pillars: team, clients, community, industry, and planet.
Watch this video to learn:
✅ The inspiration behind launching the Consortium
✅ What it really means to be a “net positive” firm
✅ Real-world examples from founding members
✅ How the five pillars guide firms toward greater impact
✅ How your firm can join the movement
Whether you’re a solo advisor or running a national RIA, this episode offers a fresh framework to help your firm lead with purpose—and connect with like-minded professionals doing the same.
Click here to submit an application to join the Consortium.