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, professional development, and community service and why those efforts matter more than ever as the industry works to redefine trust and credibility.
What this conversation covers
- How involvement in professional organizations helps change outdated industry perceptions
- Practical ways firms can begin pro bono planning without overextending resources
- Why financial planners play a critical role in closing knowledge and access gaps
- How shared frameworks help firms capture, measure, and improve impact
Why this matters for RIA firm leaders
As expectations shift, especially among younger advisors and clients, firms that lead with purpose are better positioned to attract talent, deepen trust, and build durable cultures.
Jorge’s perspective shows that meaningful impact requires intention, not necessarily a large national firm presence.
This interview is part of the Net Positive Consortium’s ongoing effort to surface real examples from firms doing the work, sharing what works, and helping the profession move forward together.
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