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Member News: Designing Client Events That Matter
This article, published by Net Positive Consortium advisory member Suzanne Siracuse, originally appeared in Financial Advisor Magazine. Click here to read the full article. During a recent webinar hosted by the Net Positive Consortium in Wealth Management, two firms, Brighton…
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Member News: How RIAs Are Turning Community Impact into Growth
This article, featuring Net Positive Consortium members from Focus Partners Wealth, Brighton Jones, and Mariner, originally appeared in AdvisorHub. Click here to read the full article. Purpose has long been part of the conversation in wealth management, but for…
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Building Firms That Matter: How Community Impact Is Driving Growth in Wealth Management
There has long been an assumption in wealth management that community involvement sits outside the core business. It is often treated as something additive—a reflection of values, but not a driver of performance. What emerged from this Net…
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Financial Planning, Pro Bono Work, and Community Impact: Interview with Jorge Padilla
What does it look like when a financial advisory firm treats impact as an essential part of the job? In this conversation, Jorge Padilla, CEO of Meira Wealth, shares how his firm has spent decades investing in financial literacy,…
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Member News: Philanthropy can help RIAs win top talent
This article, featuring Net Positive Consortium member Gerry Goldberg, Focus Partners Wealth divisional president, originally appeared in Citywire. Click here to read the complete article. The conversation around community impact in the advice profession is changing. In July 2023,…
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Member News: New Financial Advisor Talent Pipeline
The below was originally published on InvestmentNews. Click here to read the full article. featuring NPC members Hannah Moore and Suzanne Siracuse. The financial advisory industry’s long-anticipated talent crunch has arrived, and new benchmarking research from Schwab Advisor Services and…
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Net Positive Consortium in Wealth Management Wins Industry Award, Expands Resources, and Welcomes New Strategic Partner
The Net Positive Consortium in Wealth Management, a collective of leading financial advisory firms committed to creating positive outcomes for clients, communities, team members, the industry, and the planet, today announced several major milestones: winning a prestigious industry award,…
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Advisor Development and Investing in Talent in Wealth Management
The wealth management profession is built on relationships, and relationships require people. But a growing concern is emerging: a shortage of advisors just as client demand reaches new heights. In a recent Net Positive Consortium conversation, Kevin Corbett…
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Member News: Creating a Net Positive Future
Angela Giombetti is the Chief Marketing Officer of Wealthspire Advisors, a $31 billion RIA firms and member of the Net Positive Consortium. This article was originally published in InvestmentNews. Click here to read it in its entirety. Let’s…
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Member News: How Female Advisors Can Turn Obstacles into Opportunities
This article, featuring Net Positive Consortium members Halbert Hargrove and Modera Wealth Management, originally appeared in Financial Advisor IQ. Click here to read the complete article. Sometimes, creating opportunities requires enlisting support. Samantha Garcia, senior wealth advisor at Halbert Hargrove,…
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Member News: Suzanne Siracuse Featured in Barron’s Advisor
How can you reinvent yourself and your career? Suzanne Siracuse has worn many hats in her career, beginning in sales at the Philadelphia Business Journal, then later serving as CEO and publisher of InvestmentNews, and now running Suzanne…
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Member News: Westcott Financial Featured in Contrasting Viewpoints
This article and podcast were originally published by FA Mag. Click here to view the original article. In this episode of Contrasting Viewpoints, Ray Sclafani and Mark Hurley are joined by Grant Rawdin of Westcott Financial to unpack some of…
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Webinar Replay: Winning the Talent Race
Today’s emerging advisors aren’t just searching for a job—they’re looking for purpose, mentorship, and momentum. This on-demand webinar combines insights from two powerful sources: Amplified Planning’s nationally recognized Externship Program and the newly released FinServ Foundation/FP Transitions Survey…
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Net Positive Consortium Named a Finalist for 2025 Wealth Management Industry Awards
We are thrilled to share that the Net Positive Consortium has been named a finalist for Corporate Social Responsibility in the 2025 WealthManagement.com Industry Awards. This recognition is a validation of the purpose and progress being made among the…
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Member News: Bogart Wealth Featured in RIA Edge Podcast
This article and podcast interview featuring Bogart Wealth, a Net Positive Consortium member firm, was originally published here. In this episode of the RIA Edge Podcast, James Bogart describes to host David Armstrong what he is doing now…
