RIA+

Differentiation by Design: One-on-one with Abacus Wealth Partners' Neela Hummel


Listen Later

While there are thousands of RIAs, only a small portion have truly differentiated their businesses and their "why" in a way that allows them to create a unique brand identity. Abacus Wealth Partners, led by CEO Neela Hummel, has grown to over $3 billion in AUM by ensuring the firm - no matter how large it becomes - stays true to its core values and identity. Abacus was the first certified B-Corp in financial services, and Neela shares with Emigrant's Mark Bruno how this has allowed the firm to speak directly to a targeted segment of investors - and employees - and "differentiate by design."

...more
View all episodesView all episodes
Download on the App Store

RIA+By Mark Bruno

  • 5
  • 5
  • 5
  • 5
  • 5

5

1 ratings


More shows like RIA+

View all
Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,031 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,203 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

20,663 Listeners

David Senra by Scicomm Media

David Senra

228 Listeners