Sonya Dreizler, the founder of Solutions With Sonya, is a former financial services CEO with 15 years of industry experience. She helps financial services professionals to deepen client relationships and increase revenues using impact investing; and helps growing financial services firms to create efficient and scalable practices so advisors can spend more time with clients, doing the work they love. Learn more here.
I spent the first part of 2019 interviewing different industry leaders about whether indexing and impact investing can coexist. Kristin Hull, CEO of Nia Impact Capital...
So you’ve seen study after study showing that investors are overwhelmingly interested in sustainable, ESG, and impact investing, but you think it might just be hype...
After many years as an attendee and speaker at industry conferences, I continue to be bothered by the less-than-great part of being a woman attending financial...
This year, I’ve been exploring the intersection of indexing and impactful investing in public equities. Can we have our cake and eat it too? I wrote...
Whenever I have the pleasure of interviewing an impact investing leader, I love to ask if they have an “a-ha moment” that led them to impact,...
Late last year I wrote a post questioning if indexing can be impactful. The post, which you can read here, garnered a wide variety of responses...
Financial Planners Lead Adoption of Impact, SRI & ESG Strategies As demand for impact investing increases, financial planning focused advisors are poised to make a smooth...
One of the benefits of using impact investing and ESG strategies with clients is that it allows clients to connect with their investments around more than just...
While I was at the Total Impact Conference in Boston recently I noticed the same themes kept popping up in conversation, both on and off the stage. For...
Marian Wright Edelman says, “you can’t be what you can’t see.” Of course that extreme isn’t entirely true- Edelman herself was the first Black woman admitted...