In this episode of Purpose Profit Shift, host Rachel E. Bernier-Green sits down with Ian Peterman, founder and CEO of Peterman Design Firm, to explore how conscious business design can lead to both profitability and sustainability. Ian shares how his journey through burnout, overwork, and business failure ultimately led him to build a thriving seven-figure company that prioritizes human well-being and purposeful impact. Together, they break down what it really takes to create a values-aligned business that doesn’t sacrifice your health or principles in pursuit of success.

Ian Peterman is a seasoned designer, entrepreneur, and the founder of Peterman Design Firm, a conscious design studio known for creating environmentally responsible products and brands. With over 15 years of experience working with innovators and companies like HP and Nike, Ian is also the host of the Conscious Design Podcast and co-author of the book Conscious Design. His firm champions a four-day workweek and emphasizes a people-first culture that proves ethical business is not only possible, it's profitable.

Expect to Learn

• How Ian went from burnout and failure to building a thriving conscious design firm
• Why traditional startup culture sets founders up for exhaustion
• The real economics of shifting to a four-day workweek
• How to build client relationships with clear boundaries and aligned values
• Why pricing with transparency can actually strengthen your business

Episode Breakdown with Timestamps

• [00:00:00] – Teaser
• [00:01:11] – Introduction to the Purpose Profit Shift and Guest Ian Peterman
• [00:02:32] – Childhood Entrepreneurship: The Greeting Card Business
• [00:06:29] – Personal Connections: Homeschooling and Family
• [00:08:16] – The First Adult Venture: Starting a Design Firm
• [00:12:11] – The "Business in a Box" Model and Its Challenges
• [00:16:02] – The Value of Cross-Functional Knowledge
• [00:21:04] – The Turning Point: Realizing the Grind Wasn't Working
• [00:29:41] – Implementing a Four-Day Work Week and Healthier Boundaries
• [00:36:29] – The Tactical Reality of Setting Boundaries
• [00:42:58] – Impact on Team Culture and Attracting Talent
• [00:48:16] – A Radical Pricing Strategy: Value, Certainty, and Filters
• [00:51:03] – Diversifying the Client Base and a Transparent Discovery Process
• [00:56:39] – The "Two-Way Filter" for Client and Company Alignment
• [00:59:34] – Phased Pricing to Avoid Stifling Creativity
• [01:00:11] – Building a Values-Aligned Team Through Conversation
• [01:04:50] – Prioritizing Family and Acting as a Buffer for the Team
• [01:06:35] – Trusting Your Team to Solve Problems and The Dangers of Micromanaging
• [01:10:26] – Conclusion and How to Connect with Ian

Follow the Host Rachel:

• LinkedIn: https://www.linkedin.com/in/rachelberniergreen/ 
• Website: https://ejconsortium.com/ 
• Company’s Instagram: https://www.instagram.com/ejconsortium?utm_source=ig_web_button_share_sheet&igsh=MXgxeWVmbTJjdTMwNA== 
• Company’s LinkedIn: https://www.linkedin.com/company/ej-consortium/ 
• Company’s Twitter: https://x.com/EJConsortium 
• Company’s Facebook: https://www.facebook.com/profile.php?id=61566522115133 

Follow the Guest Lan Peterman:

• LinkedIn: https://www.linkedin.com/in/ianpeterman/
• Ian’s Website: https://www.ianpeterman.com/
• Ian’s Podcast: https://www.consciousdesignhaus.com/category/podcast/
• Company's LinkedIn: https://www.linkedin.com/company/petermanfirm/
• Company's Website: https://www.petermanfirm.com/

Listening Links: 

• Spotify:https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32?si=4bd2e0e655864a26&nd=1&dlsi=37cbc85018304f35 
• Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732 
• Youtube: https://www.youtube.com/channel/UCwbV6ikn-xvcU4EtMEKJW9Q

In this episode of The Purpose Profit Shift, host Rachel E. Bernier-Green speaks with Amy Keller, Co-Founder of Climate Candy, about how she's reshaping the candy industry by focusing on sustainability and environmental impact. Amy shares how her background in both the candy industry and climate-conscious entrepreneurship led her to create a business model that upcycles imperfect produce into healthy, sustainable fruit snacks. Learn how Climate Candy is proving that innovation, sustainability, and profitability can go hand in hand in even the most traditional industries.

Amy Keller is the founder and CEO of Climate Candy, a company that transforms imperfect fruits and vegetables into healthy fruit chews, all while focusing on sustainability and reducing food waste. Previously, she was involved in her family’s candy business, Spangler Candy Company, and now, through Climate Candy, she is pioneering a new era in the food industry. Amy is a 7-time Ironman, a champion of environmental causes, and a 2025 Meaningful Business 100 winner for her innovative solutions to global challenges.

Expect to Learn

• How to build a business that balances purpose with profitability
• The power of upcycling imperfect produce and reducing food waste
• How sustainability in business can be a competitive advantage
• Why taking risks and remaining tenacious is essential for success
• The challenges and triumphs of disrupting traditional industries

Episode Breakdown with Timestamps

• [00:00] - Teaser
• [01:16] - Introduction to the Purpose Profit Shift and Guest Amy Keller
• [04:47] - Holding True to Mission While Scaling a Purpose-Driven Company
• [07:57] - The Unique Food Service and Impact Reporting Business Model
• [10:02] - Maintaining Environmental Standards and a "Seed to Market" Approach
• [11:52] - Winning the Google Single-Use Plastics Challenge
• [13:45] - Debunking the Myth That Sustainable Business is More Expensive
• [18:45] - The Biggest Surprises of Building a Profitable, Purposeful Company
• [21:17] - Convincing Traditional Funders and Distributors to Take a Chance
• [23:32] - Building the Right Team: Advisors and Fractional Employees
• [26:21] - Managing Pressure as a Purpose-Driven Founder
• [29:11] - The Vision for Climate Candy in Five Years
• [37:24] - Final Thoughts: The Power of a Clear Mission

Follow the Host Rachel:

• LinkedIn: https://www.linkedin.com/in/rachelberniergreen/ 
• Website: https://ejconsortium.com/ 
• Company’s Instagram: https://www.instagram.com/ejconsortium?utm_source=ig_web_button_share_sheet&igsh=MXgxeWVmbTJjdTMwNA== 
• Company’s LinkedIn: https://www.linkedin.com/company/ej-consortium/ 
• Company’s Twitter: https://x.com/EJConsortium 
• Company’s Facebook: https://www.facebook.com/profile.php?id=61566522115133 

Follow the Guest Amy Keller:

• LinkedIn: https://www.linkedin.com/in/amygkeller/
• Company's LinkedIn: https://www.linkedin.com/company/climate-candy%E2%84%A2/
• Company's Website: https://climatecandy.com/

Listening Links: 

• Spotify:https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32?si=4bd2e0e655864a26&nd=1&dlsi=37cbc85018304f35 
• Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732 
• Youtube: https://www.youtube.com/channel/UCwbV6ikn-xvcU4EtMEKJW9Q

In this episode of Purpose Profit Shift, host Rachel E. Bernier-Green speaks with Chris Bolman, founder of Brightest and executive director of The Brightest Foundation. They discuss how Chris left the high-growth tech world to create a platform that makes sustainability accessible, and what it really takes to build systems that transform society.

Chris Bolman is a social entrepreneur and the visionary behind Brightest, a leading Environmental, Social and Governance (ESG) software platform serving nonprofits, startups, and Fortune 500s alike. With a background as VP of Marketing at Percolate and early work in solar energy, Chris combines tech expertise with a deep commitment to social impact.

Expect to Learn:

• Why Chris left a successful career in tech to start a purpose-driven business
• What it means to “build systems to change the system”
• How Brightest helps organizations measure ESG impact at scale
• The economics of pricing for impact while remaining profitable
• How AI is transforming the future of sustainability and social enterprise

Episode Breakdown with Timestamps:

• [00:00] – Teaser
• [01:05] – Introduction to the Purpose Profit Shift and Guest Chris Bolman
• [07:15] – From VP at a Sequoia-Backed Startup to Building for Purpose
• [11:05] – Building Systems to Change the System: The Brightest Mission
• [14:45] – Democratizing ESG: Why Brightest Serves Startups and Non-Profits
• [17:30] – The Portfolio Pricing Strategy: Balancing Profit and Purpose
• [21:27] – The Importance of B Corp Certification and Accountability
• [23:55] – How Brightest Tracks Its Own Impact and Operational Values
• [26:35] – The "Double Bottom Line": How Sustainability is Good for Business
• [29:10] – A Look Inside: How Brightest Uses Its Own Platform
• [31:05] – The Role of AI and Automation in Impact Measurement
• [33:28] – The Next Radical Shift: AI and the Integration of Purpose
• [38:41] – The Broader Impact of AI on Jobs and the Economy
• [42:42] – Consumer Responsibility and the Power of Your Dollar
• [44:59] – Chris's Personal Definition of Success and Work-Life Balance
• [48:52] – Closing Thoughts and How to Connect with Brightest

Follow the Host Rachel:

• LinkedIn: https://www.linkedin.com/in/rachelberniergreen/ 
• Website: https://ejconsortium.com/ 
• Company’s Instagram: https://www.instagram.com/ejconsortium?utm_source=ig_web_button_share_sheet&igsh=MXgxeWVmbTJjdTMwNA== 
• Company’s LinkedIn: https://www.linkedin.com/company/ej-consortium/ 
• Company’s Twitter: https://x.com/EJConsortium 
• Company’s Facebook: https://www.facebook.com/profile.php?id=61566522115133 

Follow the Guest Chris Bolman:

• LinkedIn: https://www.linkedin.com/in/chrisbolman/ 
• Company's LinkedIn: https://www.linkedin.com/company/brightestinc/ 
• Company's Website: https://www.brightest.io/

Listening Links: 

• Spotify:https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32?si=4bd2e0e655864a26&nd=1&dlsi=37cbc85018304f35 
• Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732 
• Youtube: https://www.youtube.com/channel/UCwbV6ikn-xvcU4EtMEKJW9Q

In a role reversal episode of Purpose Profit Shift, host Rachel E. Bernier Green becomes the guest as she shares the story behind Purpose Profit Shift and her own entrepreneurial evolution. Interviewed by her cousin and creative partner Conchetta Woods, Rachel dives into how personal burnout, a collapsing ceiling, and a desire to create community wealth drove her to launch a new kind of business, a consulting firm helping purpose-driven entrepreneurs build sustainable, profitable companies that also change the world.

Rachel E. Bernier Green is a social entrepreneur, activist, and the founder of EJ Consortium, a finance and operations consulting firm serving mission-driven businesses. Formerly a corporate accountant and bakery owner, Rachel’s journey spans global impact, personal reinvention, and unwavering commitment to economic justice.

Expect to Learn:

• How Rachel’s burnout and health challenges pushed her to pivot from corporate to entrepreneurship.
• The mission behind EJ Consortium and how it empowers other values-based businesses.
• Why many social enterprises fail, and what can be done differently to sustain impact.
• How to build a business that aligns with your personal values without sacrificing profit.
• Rachel’s vision for a new economy and the real reason behind launching Purpose Profit Shift.

• [00:00] – Teaser
• [02:18] – Welcome and format twist: Rachel becomes the guest
• [05:28] – “This or That” game reveals Rachel’s business values
• [08:42] – Leaving corporate: burnout, baking, and breaking points
• [13:57] – Why she built a bakery that hired returning citizens
• [17:43] – Launching EJ Consortium: The mission, the model, and the mistake that inspired it
• [21:28] – Helping founders who want to do good but don’t know how
• [25:57] – Small business vs. scaling: how her firm works with all stages
• [28:49] – Mistakes entrepreneurs make when scaling too fast
• [31:18] – Why founders must value themselves in their pricing and schedules
• [33:34] – How to get started with EJ Consortium and what they offer
• [34:27] – Creating the podcast: The vision behind The Purpose Profit Shift
• [37:41] – Final reflections: You can change the world with your business

 Follow the Host Rachel:

• LinkedIn: https://www.linkedin.com/in/rachelberniergreen/ 
• Website: https://ejconsortium.com/ 
• Company’s Instagram: https://www.instagram.com/ejconsortium?utm_source=ig_web_button_share_sheet&igsh=MXgxeWVmbTJjdTMwNA== 
• Company’s LinkedIn: https://www.linkedin.com/company/ej-consortium/ 
• Company’s Twitter: https://x.com/EJConsortium 
• Company’s Facebook: https://www.facebook.com/profile.php?id=61566522115133 

Follow the Guest Concheta Woods:

• Personal Instagram: https://www.instagram.com/mrzchetta/
• Company's Instagram: https://www.instagram.com/dominionvideo/
• Company's landing page: https://www.dominionchi.com/followers-to-customers?fbclid=PAZXh0bgNhZW0CMTEAAadWBBd-fIbzpG5sCWExq2DIQZT2lNEPQNmYbpA5pC_fzcRY-KNvpBHTrouePw_aem_x6DQYVKtIu1akdkgZOjIGA
• Company's Sales page: https://www.dominiondesignsmm.com/10x-growth-6212?fbclid=PAZXh0bgNhZW0CMTEAAaeuh8pfnvpFDUpEhNdAEOOSTFxd2GQgEPpRWT2IT1ZPxv0pYc5m9ph2AJE6TA_aem_Q_sMWo8XkH_qVTaAWqvLqg

Listening Links: 

• Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32?si=4bd2e0e655864a26&nd=1&dlsi=37cbc85018304f35 
• Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732 
• Youtube: https://www.youtube.com/channel/UCwbV6ikn-xvcU4EtMEKJW9Q

In this episode of Purpose Profit Shift, host Rachel E. Bernier Green is joined by Deon Bonaparte, CEO of Threi Strategy and a brand strategist who is redefining how entrepreneurs turn personal challenges into community impact. Deon shares his powerful journey from growing up in difficult circumstances, graduating with a 1.7 GPA, and overcoming stuttering to becoming a visionary leader in brand strategy. This episode offers a deep dive into how Deon helps purpose-driven businesses, especially those led by BIPOC entrepreneurs, build strategies that close wealth gaps while driving profit and social impact.

Deon Bonaparte is the CEO of Threi Strategy, a brand strategy firm dedicated to helping organizations, particularly BIPOC-led businesses, create meaningful impact through strategic branding and marketing. Deon’s personal story is one of resilience and transformation, overcoming significant obstacles in his life to become a trusted advisor to entrepreneurs looking to scale their businesses. His approach to brand strategy integrates purpose with action, enabling businesses to turn their missions into measurable, market-ready strategies.

• Deon’s personal journey from academic struggles to building a successful career in brand strategy.
• How to identify hidden advantages in challenges and turn them into strengths for business growth.
• The role of purpose in shaping strategic business decisions and how it leads to long-term success.
• The power of self-awareness and faith in guiding business strategy and leadership.
• Insights into growing a business with a clear focus on purpose and community impact.

• [00:00] - Teaser
• [01:02] - Introduction to Deon Bonaparte
• [04:12] - Realization of Strengths by Deon
• [08:31] - Identifying Hidden Advantages
• [13:33] - Breaking Through Business in 30 Days
• [23:36] - Lessons from a Failed Business
• [32:03] - Signal to Noise
• [38:11] - Embracing Authenticity and How Imperfections are often Strengths
• [47:53] - God redirects us to our paths
• [51:30] - Impact of Threi on the World
• [55:21] - Closing Thoughts: A final reflection on the importance of purpose and strategy in business

Follow the Guest Deon:

• LinkedIn: https://www.linkedin.com/in/deon-bonaparte-0087a0169/ 
• Instagram: https://www.instagram.com/deon_bonaparte/ 
• Company’s LinkedIn: https://www.linkedin.com/company/threi-strategy/ 
• Company’s Website: https://www.threistrategy.com/ 

 Follow the Host Rachel:

• LinkedIn: https://www.linkedin.com/in/rachelberniergreen/ 
• Website: https://ejconsortium.com/ 
• Company’s Instagram: https://www.instagram.com/ejconsortium?utm_source=ig_web_button_share_sheet&igsh=MXgxeWVmbTJjdTMwNA== 
• Company’s LinkedIn: https://www.linkedin.com/company/ej-consortium/ 
• Company’s Twitter: https://x.com/EJConsortium 
• Company’s Facebook: https://www.facebook.com/profile.php?id=61566522115133 

Listening Links: 

• Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32?si=4bd2e0e655864a26&nd=1&dlsi=37cbc85018304f35 
• Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732 
• Youtube: https://www.youtube.com/channel/UCwbV6ikn-xvcU4EtMEKJW9Q

In this episode of Purpose Profit Shift, host Rachel Bernier Green speaks with David Lidz, founder of Appalachian Field Services (AFS) Builds and co-founder of WaterBottle Co‑Op, a worker-owned real estate cooperative revitalizing West Baltimore through equitable, community-centered housing. David shares his powerful journey from government relations in D.C. to homelessness and recovery, and ultimately to building a social enterprise rooted in worker ownership and shared equity.

David Lidz is the founder of AFS Builds and co-founder/CEO of WaterBottle Co‑Op, where he leads community-centered real estate development that empowers workers and addresses systemic inequality. His innovative "community equity model" prioritizes local ownership and economic upliftment for marginalized workers.

Expect to Learn

How personal recovery fueled David’s vision for social entrepreneurship.

The role of AFS Builds in the foundation of WaterBottle Co‑Op.

What makes the worker-owned cooperative model effective in real estate.

How WaterBottle Co‑Op is reversing exploitative patterns in housing markets.

The financial strategies behind equitable real estate and community ownership.

The difference between restorative rehab and extractive flipping

David’s Reading List

Episode Breakdown with Timestamps

[00:00]: Introduction

[06:15]: From Government Relations to Addiction and Recovery

[13:45]: What kept you going after Recovery

[16:53]: Transition from a Traditional Business Owner

[21:24]: Appalachian Field Service Needed to be a Worker Co-Op

[25:57]: Benefits of Non-Extractive Financing Models

[34:16]: Walking Away after the Bill Passed

[38:03]: Measuring Success: From 3 to 30+ Properties and $6.5M Raised

[45:43]: The Impact Real Estate Portfolio: A National Replication Model

[56:00]: Holistic Healing Through Business and Community Empowerment

[58:54]: Where to Find David and Learn More

Follow Guest David:

LinkedIn: https://www.linkedin.com/in/davidlidz/

Company’s Website: https://www.waterbottle.coop/

Company’s Instagram: https://www.instagram.com/waterbottlecooperative/

Company’s 2nd LinkedIn: https://www.linkedin.com/company/appalachian-field-services/

Company’s 2nd Website: https://www.afsbuilds.com/

Company’s 2nd Instagram: https://www.instagram.com/afsbuilds/

Follow the Host Rachel:

LinkedIn: https://www.linkedin.com/in/rachelberniergreen/

Website: https://ejconsortium.com/

Company’s Instagram: https://www.instagram.com/ejconsortium?utm_source=ig_web_button_share_sheet&igsh=MXgxeWVmbTJjdTMwNA==

Company’s LinkedIn: https://www.linkedin.com/company/ej-consortium/

Company’s Twitter: https://x.com/EJConsortium

Company’s Facebook: https://www.facebook.com/profile.php?id=61566522115133

Listening Links:

Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32?si=4bd2e0e655864a26&nd=1&dlsi=37cbc85018304f35

Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732

Youtube: https://www.youtube.com/channel/UCwbV6ikn-xvcU4EtMEKJW9Q

In this episode of Purpose Profit Shift, host Rachel Bernier Green sits down with Iris Nichole Patterson, a remarkable entrepreneur and cancer survivor who turned her adversities into a thriving healthcare empire. Iris shares her incredible journey, from becoming a teen mother to surviving stage 4 cancer, building a $1.6 million healthcare business, Chicago Integrated Health, which offers community-driven wellness services. Iris discusses her journey of self-discovery, the power of curiosity, and how she leveraged her personal experiences to create impactful solutions in health and wellness, all while maintaining her commitment to serving her community.

Iris Nichole Patterson is an entrepreneur, stage-4 cancer survivor, and founder of Chicago Integrated Health, a family-owned wellness practice that offers personal training, nutrition coaching, and massage therapy services. Iris’s entrepreneurial journey began when she formulated hair care products in her kitchen, eventually landing them in Whole Foods. Her company now employs 50 staff members and has expanded to include various health and wellness services. Iris is passionate about improving the health of her community, particularly by providing high-quality care to those in need, including Medicaid and Medicare recipients.

 Expect to Learn

• Iris’s journey from being a teen mother to building a $1.6 million business in the healthcare industry.
• How she overcame challenges such as being told she couldn’t succeed and transitioned from survival mode to thriving in entrepreneurship.
• The power of curiosity and how Iris’s love for research led her to create products like Iris Botanicals.
• Insights on maintaining a holistic health approach, especially after surviving stage 4 colon cancer.
• How Chicago Integrated Health is revolutionizing the healthcare space by offering services to Medicaid and Medicare recipients and prioritizing staff wellness.

 Episode Breakdown with Timestamps

• [00:00:00] - Introduction to Iris Nichole Patterson
• [00:04:02] - The Struggles of Becoming a Teen Mother
• [00:12:08] - Building Iris Botanicals and Getting Into Whole Foods
• [00:22:58] - The Impact of Stage 4 Colon Cancer on Iris's Perspective
• [00:30:01] - How Iris Created a Healthcare Environment
• [00:39:45] - The Importance of Western Medicine
• [00:40:55] - The Role of Chemotherapy in Changing Perspective.
• [00:49:32] - Quality Drugs with Health Insurance
• [00:57:59] - Advice for other Entrepreneurs 
• [01:00:07] - Closing Thoughts: Talk to the 16-year-old teen mom

 Follow the Guest

• LinkedIn: https://www.linkedin.com/in/irispatterson/ 
• Facebook: https://www.facebook.com/irisnichole/ 
• Instagram: https://www.instagram.com/irisnicholepatterson/ 
• Linktree: https://linktr.ee/irisnicholepatterson?utm_source=linktree_profile_share<sid=56914a5f-1a73-4705-99f3-ca85ce051950 
• YouTube: www.youtube.com/@ThriveEmbracingLifeAfterCancer 
• Email: [email protected] 
• Company’s Website: https://www.integratedhealthchicago.com/ 
• Company’s Instagram: https://www.instagram.com/chicagointegratedhealth/?hl=en 
• Company’s Facebook: https://www.facebook.com/chicagointegratedhealth?mibextid=ZbWKwL

 Follow the Host

• LinkedIn: https://www.linkedin.com/in/rachelberniergreen/ 
• Website: https://ejconsortium.com/ 
• Company’s Instagram: https://www.instagram.com/ejconsortium?utm_source=ig_web_button_share_sheet&igsh=MXgxeWVmbTJjdTMwNA== 
• Company’s LinkedIn: https://www.linkedin.com/company/ej-consortium/ 
• Company’s Twitter: https://x.com/EJConsortium 
• Company’s Facebook: https://www.facebook.com/profile.php?id=61566522115133 

Listening Links: 

• Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32?si=4bd2e0e655864a26&nd=1&dlsi=37cbc85018304f35 
• Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732 
• Youtube: https://www.youtube.com/channel/UCwbV6ikn-xvcU4EtMEKJW9Q

In this episode of The Purpose Profit Shift, host Rachel Bernier Green is joined by Rendel Solomon, a former managing director in private equity who pivoted to become a purpose-driven entrepreneur after the deaths of George Floyd and Breonna Taylor. Rendel shares his journey from corporate success to his commitment to democratizing wealth and fostering racial equity through finance. He discusses his ventures, including InHeirit, an AI-driven estate planning platform, and One Stock-One Future, an initiative to turn youth into shareholders. The conversation explores the intersection of systemic change, sustainable revenue, and the entrepreneurial spirit.

Rendel Solomon is a Chicago-based entrepreneur, financial activist, and advocate for wealth democratization. After spending 13 years in private equity, where he rose to the position of managing director, Rendel left his lucrative career in 2020 to pursue racial equity through finance. He co-founded InHeirit, an AI estate planning platform, and One Stock-One Future, a program that gives youth the opportunity to become public company shareholders. Rendel is also a TEDx speaker and has received numerous accolades for his work in financial literacy and racial justice.

Expect to Learn

• The story behind Rendel’s transition from private equity to purpose-driven entrepreneurship.
• How InHeirit is disrupting the estate planning industry by making the process more affordable and accessible.
• The impact of One Stock-One Future and how it empowers youth by turning them into shareholders.
• Insights into the challenges of balancing capitalism with anti-oppression efforts.
• How Rendel navigates the tension between systemic change and generating sustainable revenue for his businesses.

 Episode Breakdown with Timestamps

• [00:00:00] - Introduction
• [00:05:07] - Rendel’s Story
• [00:22:30] - Rejecting Hustle Culture
• [00:30:09] - Quick Early Career Story
• [00:35:34] - How InHeirit is Solving Problems
• [00:42:16] - One Stock One Future - Navigating the Tensions
• [00:52:53] - The First Step
• [00:58:44] - Vision for a Truly Equitable Economy
• [01:09:10] - Learning is a Journey
• [01:12:03] - Closing Thoughts: Connect with Rendel and The Ongoing Journey of Purpose Profit Shift

 Follow the Guest

• LinkedIn: https://www.linkedin.com/in/rendelsolomon/ 
• Website:https://linktr.ee/Rendelsolomon 
• Instagram: https://www.instagram.com/rendel_solomon/?hl=en 
• X: https://x.com/RendelSolomon 
• Company’s LinkedIn: https://www.linkedin.com/company/getInHeirit/ 
• Company’s Website: https://www.getInHeirit.com/who-we-are

Follow the Host

• LinkedIn: https://www.linkedin.com/in/rachelberniergreen/ 
• Website: https://ejconsortium.com/ 
• Company’s Instagram: https://www.instagram.com/ejconsortium?utm_source=ig_web_button_share_sheet&igsh=MXgxeWVmbTJjdTMwNA== 
• Company’s LinkedIn: https://www.linkedin.com/company/ej-consortium/ 
• Company’s Twitter: https://x.com/EJConsortium 
• Company’s Facebook: https://www.facebook.com/profile.php?id=61566522115133 

Listening Links: 

• Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32?si=4bd2e0e655864a26&nd=1&dlsi=37cbc85018304f35 
• Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732 
• Youtube: https://www.youtube.com/channel/UCwbV6ikn-xvcU4EtMEKJW9Q 

Welcome to The Purpose Profit Shift, the podcast that’s reshaping how we think about business success. Hosted by Rachel E. Bernier-Green, MST - social entrepreneur, speaker, and founder of EJ Consortium - this show explores what happens when purpose and profit move together.

In each episode, Rachel sits down with visionary founders, bold investors, and community change-makers who are building thriving businesses rooted in equity and impact. They share real stories, hard-won lessons, and the strategies behind building operations that uplift communities, close wealth gaps, and grow without losing sight of values.

If you're ready to scale responsibly, lead with intention, and transform the way business is done, this is your place.

Subscribe now and join the movement toward a more just, sustainable, and profitable future. New episode coming soon.