The Purpose Profit Shift

The Purpose Profit Shift

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The Purpose Profit Shift episodes

  • Your Retirement Is Funding What You're Fighting, With Erin Axelrod

    What if the economy wasn't designed around manufactured scarcity but around meeting actual human needs?

    In this episode, Rachel sits down with Erin Axelrod, Partner at LIFT Economy and co-founder of the Force for Good Fund, to explore what it takes to architect an economy that works for everyone. Erin shares how permaculture principles became her framework for redesigning economic systems, why her team is working to redirect $44 trillion in retirement savings from Wall Street to Main Street through the Next Egg initiative, and what she learned helping Winona LaDuke build an Indigenous-owned, vertically integrated hemp textile cooperative.

    This isn't theory. It's an operational strategy from someone who's been doing the work for over a decade with regenerative farms, ocean restoration ventures, and community land trusts.

    If you've ever wondered whether it's actually possible to build profitable businesses that heal rather than extract, this conversation offers both the frameworks and the proof points.

    Chapters:

    00:00 - Meet the Economy Architect

    07:40 - From Me Economy to We Economy

    12:02 - The First Principle: Human Needs

    24:29 - The $44 Trillion Redirect

    32:13 - Winona's Hemp Vision

    41:54 - Raising Non-Extractive Capital

    45:28 - Democratizing Capital

    Key Topics:

    • 10 Principles of Next Economy Enterprises
    • The Next Egg initiative and retirement savings redirect
    • Non-extractive capital and trust-based philanthropy
    • Permaculture principles applied to business design
    • Indigenous-owned cooperative supply chains
    • Community land trusts and housing justice

    About Erin:

    Erin Axelrod is a Business Consultant and Worker-owner at LIFT Economy (lifteconomy.com), where she works with clients and facilitates a 9-month online learning journey called the Next Economy MBA, with 800+ alumni. She is a co-facilitator of the Next Economy Living program focused on personal life design for building liberatory communities of practice to escape from the traps of the business as usual economy. She co-founded the $1.1M Force for Good Fund, The Next Egg, and works with clients all over the country including Jonas Philanthropies & Winona's Hemp & Heritage Farm.

    Erin lives and works in unceded ohlone territory with her partner, 2-year old daughter, in an extended multi-family household and tends to sheep and a small herd of dairy goats. When not working, she enjoys time with her family tending the land, growing mushrooms, planting trees, solar-cooking and harvesting & growing wild foods to make nutrient-dense foods for her friends.

    Resources mentioned:

    • LIFT Economy
    • Next Economy Living: Next Economy Living is LIFT's practical 6-month learning journey to design and create a values-driven life. This online program aims to deepen personal security and resilience practices to thrive and flourish amidst ecological and economic collapse.
    • Next Economy MBA Program: The Next Economy MBA program was born out of the LIFT team's 10+ years of work with over 250+ social enterprises and organizations that are helping grow the next economy. We’re proud to have over 400+ alumni who have taken the course and are transforming organizations and industries around the world.
    • Raising Mission-Aligned Capital Self-Study
    • Learn how LIFT Economy is helping Winona LaDuke bring a vision of an Indigenous-led bioregional hemp economy to life, starting with a toolbag produced by Patagonia: https://www.lifteconomy.com/winonas-hemp-patagonia
    • Crowdfunded Real Estate Projects Bring in Community Investors: https://shelterforce.org/2025/09/09/crowdfunded-real-estate-projects-bring-in-community-investors/
    • The Next Egg Initiative: https://www.lifteconomy.com/the-next-egg
    • East Bay Permanent Real Estate Cooperative: https://www.pochousingnetwork.com/ebprec
    • Rachel Faggiano's Report (Fund for Racial Justice): https://r2i-lab.org/wp-content/uploads/2025/10/ERISA-Follow-the-Money-Toolkit-1.pdf

    FOLLOW THE GUEST, ERIN AXELROD:

    • Facebook: https://facebook.com/lifteconomy
    • Twitter: https://twitter.com/LIFTEconomy
    • Instagram: https://www.instagram.com/lifteconomy/
    • LinkedIn: https://linkedin.com/company/lifteconomy

    Follow the Host, Rachel Bernier-Green:

    • LinkedIn: https://www.linkedin.com/in/rachelberniergreen/
    • Website: www.instagram.com/jointhryvo/
    • Instagram: www.instagram.com/jointhryvo/
    • LinkedIn (Company): www.linkedin.com/company/jointhryvo/
    • Twitter/X: x.com/jointhryvo
    • Facebook: www.facebook.com/jointhryvo
    • Tiktok: www.tiktok.com/@jointhryvo

    Listening Links:

    • Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32
    • Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732
    • Youtube: https://www.youtube.com/@PurposeProfitShift

    If this episode resonated with you, subscribe, leave a review, and share it with a fellow business owner who needs to hear this.

    47 min
  • What Social Enterprises Actually Need (It's Not Money), With Mark Horoszowski

    Mark Horoszowski left a successful marketing agency during the Great Recession to travel the world asking one question: What do social enterprises actually need to flourish? His answer transformed how we think about scaling impact.

    In this episode, Mark shares how he co-founded MovingWorlds and coined the term "Experteering," deploying over $52 million worth of professional expertise to social enterprises across 122 countries. He reveals why chasing capital is often the wrong move, why focus is every entrepreneur's hardest discipline, and how corporations like Microsoft, SAP, and EY are proving that human capital creates more sustainable change than checkbooks alone.

    Whether you're a social entrepreneur drowning in operational chaos or a business leader wondering how to make impact more than a PR strategy, this conversation offers the blueprint.

    Chapters

    TimeChapter TitleWhat You'll Learn

    00:00 Why a Benefit Corporation?

    05:30 What Is Experteering?

    10:15 The Capital Myth

    18:30 Focus Is the Hardest Discipline

    31:00 Corporate Impact Done Right

    38:00 Dignity Over Heroism

    46:30 Building Mission-Driven Culture

    54:00 The Next 5 Years

    Key Topics
    • Skills-based volunteering vs. traditional volunteerism
    • Revenue-based equity buyback agreements
    • The 80/20 whirlwind (Four Disciplines of Execution)
    • Social purpose corporation structure
    • Corporate ESG and authentic impact partnerships

    About Mark:

    Mark Horoszowski is the CEO and Co-Founder of MovingWorlds, the pioneering social enterprise that coined the term "Experteering." MovingWorlds has deployed over $52 million worth of professional expertise to social enterprises in 122 countries. Mark has been featured in Harvard Business Review, Forbes, Fast Company, and Stanford Social Innovation Review. He is an Adjunct Faculty member at the University of Washington and an RSA Fellow.

    Resources Mentioned
    • MovingWorlds Platform: movingworlds.org
    • Book: The 4 Disciplines of Execution, by Chris McChesney, Jim Huling, and Sean Covey.
    • Book: How Emotions Are Made: The Secret Life of the Brain, by Lisa Feldman BarrettRewiring
    • Book: Your Anxious Brain
    • Book: The Rise of Social Business by Muhammad Yunus
    • Acumen (Organization): acumen.org
    • Dan Pallotta TED Talk on Nonprofits: https://youtu.be/bfAzi6D5FpM?si=BpsXcXluqC2_wfv_
    • World Economic Forum Global Alliance for Social Entrepreneurship: https://initiatives.weforum.org/global-alliance-for-social-entrepreneurship

    Follow the guest:

    • MovingWorlds - The Global Experteering Network: https://movingworlds.org/
    • MovingWorlds Instagram: https://www.instagram.com/experteering/
    • Mark's LinkedIn: https://www.linkedin.com/in/markhoroszowski/
    • Mark's Instagram: https://www.instagram.com/markhoroszowski/

    Follow the Host, Rachel Bernier-Green:

    • LinkedIn: https://www.linkedin.com/in/rachelberniergreen/
    • Website: www.instagram.com/jointhryvo/
    • Instagram: www.instagram.com/jointhryvo/
    • LinkedIn (Company): www.linkedin.com/company/jointhryvo/
    • Twitter/X: x.com/jointhryvo
    • Facebook: www.facebook.com/jointhryvo
    • Tiktok: www.tiktok.com/@jointhryvo

    Listening Links:

    • Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32
    • Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732
    • Youtube: https://www.youtube.com/@PurposeProfitShift

    If this episode resonated with you, subscribe, leave a review, and share it with a fellow business owner who needs to hear this.

    54 min
  • Profit First Explained: The Cash Flow System Behind 1 Million Businesses With Ron Saharyan

    Ron Saharyan went from investigating felony crimes in Washington, D.C. to co-founding the world's largest organization dedicated to small business profitability. In this episode, he sits down with Rachel to trace the unlikely path that led him and childhood friend Mike Michalowicz to launch Profit First Professionals from a basement in Boonton, New Jersey a movement that has now driven over one million Profit First implementations across 50+ countries.

    Ron dismantles the "doctrine of sacrifice" that keeps mission-driven entrepreneurs broke and burned out, making the case that profit isn't the opposite of purpose — it's the engine that sustains it. He shares how he funds a family-first culture at his own company (8 weeks paid vacation, profit-sharing, half-day Fridays) and why every business, from startups to $100M enterprises, needs a cash flow system from day one.

    Whether you're a founder who feels guilty about making money, a leader struggling with financial chaos, or someone who just knows there's "something more" out there — this conversation will challenge everything you think you know about profit.

    Key Topics

    • Ron's journey from felony investigator to Profit First co-founder
    • The real story behind the "12-minute decision"
    • Why profit is agnostic — and how it funds culture, mission, and community
    • Building a family-first workplace funded by Profit First
    • The #1 mistake entrepreneurs make with their money
    • Breaking the "doctrine of sacrifice" for mission-driven founders
    • Starting Profit First at any stage — even 1% at a time
    • Getting through "the suck" of learning new financial systems
    • The intersection of Profit First and purpose-driven business advisory
    • Ron's "Oprah Moment" epiphany at a QuickBooks conference

    Guest Bio

    Ron Saharyan is the Co-Founder and Managing Partner of Profit First Professionals, the international membership organization that has helped drive profitability in over one million businesses worldwide across 50+ countries. A former criminal investigator turned business builder, Ron co-founded the organization in 2014 with bestselling author Mike Michalowicz. Ron co-hosts the Grow My Accounting Practice podcast (500+ episodes) and leads the annual ProfitCON conference. His mission: to eradicate entrepreneurial poverty.

    Resources Mentioned

    • Profit First Professionals — profitfirstprofessionals.com
    • EJ Consortium — ejconsortium.com (Now called Thryvo Financial Advisory)

    Follow the Host, Rachel Bernier-Green:

    • LinkedIn: https://www.linkedin.com/in/rachelberniergreen/
    • Website: www.instagram.com/jointhryvo/
    • Instagram: www.instagram.com/jointhryvo/
    • LinkedIn (Company): www.linkedin.com/company/jointhryvo/
    • Twitter/X: x.com/jointhryvo
    • Facebook: www.facebook.com/jointhryvo
    • Tiktok: www.tiktok.com/@jointhryvo

    Listening Links:

    • Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32
    • Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732
    • Youtube: https://www.youtube.com/@PurposeProfitShift

    If this episode resonated with you, subscribe, leave a review, and share it with a fellow business owner who needs to hear this. Book a discovery call at jointhryvo.com — the first 5 people get a free copy of Profit First, courtesy of Ron Saharyan.

    34 min
  • The 20% Rule: How to Make Your Business Sustainable, Profitable, and Built to Last!

    In Part 2 of our conversation with Ian Peterman, founder and CEO of Peterman Design Firm, we pick up where we left off — moving beyond burnout recovery and team culture into the mechanics of building products and brands that restore rather than deplete.

    Ian breaks down his "Conscious Design" framework, built on four pillars (observation, impact, connection, and inclusion), and explains why every decision-maker in a company — including the CFO — is a designer whether they realize it or not.

    We dig into how Ian's design process works the same whether he's serving a funded startup or a Fortune 500 client, why the all-or-nothing approach to sustainability is killing good ideas, and how small businesses can start building more sustainable supply chains without destroying their margins. Ian shares real examples from CES, his own client work, and the research behind his book "Conscious Design" to show that transparency and incremental progress beat perfection every time.

    Rachel also shares her own experience as a supplier to Starbucks and as a customer who became a lifelong brand advocate — proving that the inclusion and connection Ian talks about aren't just theory. They're the difference between surviving and thriving.

    You will learn:

    - The four pillars of Conscious Design: observation, impact, connection, inclusion

    - Why every decision-maker is a designer (and what happens when they don't realize it)

    - How the design-to-market process stays the same across company sizes

    - The all-or-nothing trap that kills sustainability efforts

    - Building sustainable supply chains on a startup budget

    - The power of supplier relationships and why startups need to be "the one they like most"

    - Transparency over perfection: telling your sustainability journey as a marketing strategy

    - Gen Z purchasing power and the shift toward values-driven buying

    - Involving customers before they're customers

    - Why silos and binary thinking are the enemy of innovation

    Guest Bio:

    Ian Peterman is the Founder and CEO of Peterman Design Firm, a conscious design studio rewriting the rules of product innovation. Over 15+ years, Ian has helped visionaries and Fortune 500 companies alike turn ideas into sustainable, market-ready brands. He's the co-author of "Conscious Design," host of the Conscious Design Podcast, co-founder of Conscious DesignHaus, and Chair of the IDSA LA Chapter. His firm operates on a 4-day work week, generates 7-figure revenues, and proves that purpose and profit are essential partners.

    Resources Mentioned:

    • Conscious Design book — Available on Amazon
    • Peterman Design Firm — petermanfirm.com Ian
    • Peterman personal site — ianpeterman.com
    • Conscious Design Podcast & Book — consciousdesignhaus.com
    • CES 2025 (referenced for startup examples)
    • EU Digital Product Passport (referenced re: supply chain transparency)

    Follow the Host, Rachel Bernier-Green:

    • LinkedIn: https://www.linkedin.com/in/rachelberniergreen/
    • Website: www.instagram.com/jointhryvo/
    • Instagram: www.instagram.com/jointhryvo/
    • LinkedIn (Company): www.linkedin.com/company/jointhryvo/
    • Twitter/X: x.com/jointhryvo
    • Facebook: www.facebook.com/jointhryvo
    • Tiktok: www.tiktok.com/@jointhryvo

    Listening Links:

    • Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32
    • Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732
    • Youtube: https://www.youtube.com/@PurposeProfitShift

    If this episode resonated with you, subscribe, leave a review, and share it with a fellow business owner who needs to hear this.
    1 hr 4 min
  • Burnout Isn't Your Fault. The System Is Broken. With Alison Campbell

    For nearly 20 years, Alison Campbell built her career inside high-growth finance and tech companies, rising to senior leadership roles in Ecommerce and HR Tech, including Chief of Staff & Head of Strategy and Analytics at a $1B+ global organization. She knew how to drive results. She knew how to keep up. And like many ambitious leaders, she accepted exhaustion as normal.

    Then a health scare forced her to stop.

    In this episode of The Purpose Profit Shift, host Rachel Bernier-Green speaks with Alison about what happens when high performance quietly turns into chronic stress, and why so many leaders don’t see the breaking point coming. Now the founder of unBurnt, a women-owned, SBA-certified business, Alison combines two decades of operational expertise with certification as a Health & Wellness Coach to help organizations remove friction, rebuild capacity, and create workplaces where ambition and well-being can coexist. This conversation is for leaders who want to build sustainably without sacrificing impact.

    Expect to Learn:

    • How to recognize early warning signs of burnout before they escalate into crisis.
    • Why chronic stress reduces capacity, creativity, and long-term performance.
    • The role of operational rhythms and leadership behavior in shaping workplace well-being.
    • Strategies for building sustainable capacity within teams without sacrificing results.
    • Ways to recalibrate ambition and performance expectations without abandoning growth goals.

    Episode Breakdown with Timestamps:

    [00:00] – Introduction and Alison’s Corporate Background

    [03:00] – The Cost of Hustle Culture and Identity-Driven Achievement

    [10:00] – Early Warning Signs and the Health Crisis

    [15:00] – Choosing a Hard Stop and Reassessing Identity

    [24:00] – Reframing Performance: Capacity, Not Hustle

    [31:00] – From Personal Recovery to Founding Unburnt

    [36:00] – Measuring Burnout Risk and Organizational Capacity

    [42:00] – Protecting Founder Well-Being While Scaling a Business

    [53:00] – Practical First Steps for Leaders Experiencing Burnout

    [56:00] – Resources, Final Reflections, and Closing Thoughts

    Follow the guest, Alison Campbell:

    • LinkedIn: https://www.linkedin.com/in/alison-campbell-3035b63/
    • Company LinkedIn: https://www.linkedin.com/company/getunburnt/
    • Company Website: www.getunburnt.com
    • Additional Resources: Free resources and guides available at https://www.getunburnt.com/free-resources

    Follow the Host, Rachel Bernier-Green:

    • LinkedIn: https://www.linkedin.com/in/rachelberniergreen/
    • Website: www.instagram.com/jointhryvo/
    • Instagram: www.instagram.com/jointhryvo/
    • LinkedIn (Company): www.linkedin.com/company/jointhryvo/
    • Twitter/X: x.com/jointhryvo
    • Facebook: www.facebook.com/jointhryvo
    • Tiktok: www.tiktok.com/@jointhryvo

    Listening Links:

    • Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32
    • Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732
    • Youtube: https://www.youtube.com/@PurposeProfitShift

    1 hr
  • The Net Zero for Purpose-Driven Founders to Achieve Climate Goals Without Perfection - David Jaber

    In this episode of The Purpose Profit Shift, host Rachel E. Bernier-Green speaks with David Jaber, Founder and SBTi Certified Expert at Climate Positive Consulting. David shares his journey of creating Climate Positive Consulting, a B Corp committed to achieving net zero by 2030, and how businesses can turn climate action into measurable, profitable results. With over 20 years of experience in sustainability consulting, David discusses the importance of decarbonization, aligning environmental goals with business strategy, and how small and medium-sized businesses can take meaningful climate action.

    David is the author of Climate Positive Business, and his firm has worked with over 100 companies to help them reduce their carbon footprint and set ambitious climate goals. He brings a unique perspective, combining technical expertise in environmental engineering with practical strategies to help businesses take action.

    Expect to Learn:

    • How to implement effective decarbonization strategies, including measuring emissions and setting science-based targets.
    • The role of business leaders in driving climate action and overcoming the misconception that purpose and profit cannot coexist.
    • How businesses can uncover surprising strategic advantages by pursuing climate-positive initiatives.
    • Why transparency, stakeholder engagement, and systems thinking are essential for genuine climate action.
    • How smaller businesses, including remote teams, can reduce their carbon footprint with simple yet impactful strategies.

    Episode Breakdown with Timestamps:

    • [00:00] – Teaser
    • [01:35] – Welcome & Introduction to the Purpose Profit Shift
    • [03:31] – The Shift to Sustainability & Founding Climate Positive
    • [05:56] – The Mission: Using Business as a Lever for Climate Action
    • [09:38] – Explaining Science-Based Targets (SBTs)
    • [11:51] – The Growth of Corporate Climate Commitments
    • [14:10] – Strategic Business Advantages of Decarbonization
    • [15:27] – The Role of Investors & ESG in Driving Climate Action
    • [18:58] – Hidden Emissions: The Supply Chain Factor
    • [21:04] – Climate Footprint for Remote & Service-Based Businesses
    • [24:00] – Typical Company Size & Engagement Model
    • [27:25] – Navigating Greenwashing & the Pressure to Be Perfect
    • [29:53] – Transparency, Trust & Third-Party Standards
    • [31:08] – The Importance of Systems Thinking in Climate Work
    • [35:29] – Operational Policies: Travel & Sustainable Purchasing
    • [37:10] – Explaining Carbon Offsets & Removals
    • [39:57] – A Multi-Layered Approach to Climate Strategy
    • [42:48] – Climate Justice in Practice: Project Examples
    • [45:54] – Top Actionable Strategies for Small & Medium Businesses
    • [47:31] – Final Advice: Measure Your Baseline & Commit to a Plan
    • [49:50] – Additional Lever: Aligning Your Banking & Investments
    • [51:47] – Measuring the Right Things, Not Just Everything
    • [53:14] – Closing Remarks & How to Connect Further

    Follow the guest, David Jaber:

    • LinkedIn: https://www.linkedin.com/in/david-jaber/
    • Company’s LinkedIn: https://www.linkedin.com/company/climatepositive/
    • Company’s Website: http://www.climatepositiveconsulting.com/

    Resources mentioned in the episode:

    Small Business Carbon Calculator: https://smeclimatehub.org/start-measuring/

    Follow the Host, Rachel Bernier-Green:

    • LinkedIn: https://www.linkedin.com/in/rachelberniergreen/
    • Website: www.instagram.com/jointhryvo/
    • Instagram: www.instagram.com/jointhryvo/
    • LinkedIn (Company): www.linkedin.com/company/jointhryvo/
    • Twitter/X: x.com/jointhryvo
    • Facebook: www.facebook.com/jointhryvo
    • Tiktok: www.tiktok.com/@jointhryvo

    Listening Links:

    • Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32
    • Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732
    • Youtube: https://www.youtube.com/@PurposeProfitShift

    55 min
  • The Ethical Developers Build Community-Owned Housing without Landlords with Carlos Robles-Shanahan

    In this episode of The Purpose Profit Shift, host Rachel E. Bernier-Green speaks with Carlos, Rafael, and Karla Robles, the family behind Duo Development, an innovation studio that seamlessly blends social impact with sustainable business models. The Robles siblings share their journey of creating spaces that challenge traditional business paradigms while fostering community ownership and empowerment.

    Duo Development, founded in 2019, specializes in what they call multi-contextual design, a framework that integrates economics, ecology, technology, culture, and ethics into every project. From affordable housing to community hubs, the Robles family is proving that businesses can thrive while staying rooted in purpose. The conversation explores how they combine architecture, real estate, and innovation to reshape the built environment and create lasting community impact.

    Expect to Learn:

    • How the Robles family’s diverse backgrounds led to the creation of Duo Development.
    • The principles of multi-contextual design and how it shapes their projects.
    • How Duo Development has tackled challenges like affordable housing and landlord-tenant dynamics through creative, sustainable models.
    • The role of community engagement in designing spaces like Starling Community Hub, a space for liberation in North Lawndale.
    • How the Robles family uses business to champion ethical profitability, balancing purpose with financial sustainability.

    Episode Breakdown with Timestamps:

    • [00:00:00] – Teaser
    • [00:01:18] – Welcome & Introduction to the Purpose Profit Shift
    • [00:03:09] – How Three Siblings Co-Founded an Innovation Studio
    • [00:07:36] – Explaining Multi-Contextual Design in Practice
    • [00:09:46] – The Five Lenses: Economics, Ecology, Technology, Culture, Ethics
    • [00:13:09] – Using Lenses to Understand Context & History
    • [00:15:49] – An Integrated Practice: Blending Design, Development & Business
    • [00:17:48] – Choosing Boutique Size for Values Alignment & Quality of Life
    • [00:20:01] – HomeKeeper: Breaking the Landlord-Tenant Model with Shared Ownership
    • [00:24:02] – Financing HomeKeeper: City Loans & Equity Crowdfunding
    • [00:26:39] – Lessons Learned: Moving at the Speed of Trust
    • [00:30:55] – Starling: A "Space for Liberation" in North Lawndale
    • [00:32:09] – Community Engagement & Teaching Development Skills
    • [00:37:29] – Conceptualizing Starling from Community Needs
    • [00:40:39] – Navigating Institutional Assumptions & Community Desires
    • [00:44:56] – How Starling Is Being Used: Events, Memberships & Milestones
    • [00:48:54] – Designing for Beauty in Underinvested Neighborhoods
    • [00:51:43] – Business Model: Balancing Purpose, Profit & Sustainability
    • [00:53:51] – Debunking Misconceptions About Money & Morality
    • [00:58:14] – Navigating Financial Realities as a Small Practice
    • [01:01:16] – What’s Next: Supporting 12 Community-Led Projects
    • [01:03:50] – Addressing Funding Barriers in Development
    • [01:05:51] – Advice for Founders: Everything Is Designable
    • [01:07:09] – The Power of Partnership
    • [01:10:42] – Closing Remarks & Final Reflections

    Follow Duo Development

    • LinkedIn: https://www.linkedin.com/company/duodevelopment/
    • Website: https://www.duodevelopment.org/

    Follow the Founders Behind Duo Development

    Carlos Robles-Shanahan

    • LinkedIn: https://www.linkedin.com/in/roblescf/

    Karla Robles

    • LinkedIn: https://www.linkedin.com/in/karla-robles-596285a1/

    Rafael Robles

    • LinkedIn: https://www.linkedin.com/in/rafael-robles-530625348/

    Follow the Host, Rachel Bernier-Green:

    • LinkedIn: https://www.linkedin.com/in/rachelberniergreen/
    • Website: www.instagram.com/jointhryvo/
    • Instagram: www.instagram.com/jointhryvo/
    • LinkedIn (Company): www.linkedin.com/company/jointhryvo/
    • Twitter/X: x.com/jointhryvo
    • Facebook: www.facebook.com/jointhryvo
    • Tiktok: www.tiktok.com/@jointhryvo

    Listening Links:

    • Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32
    • Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732
    • Youtube: https://www.youtube.com/@PurposeProfitShift

    1 hr 13 min
  • How Business Owners Fix Broken Culture to Boost Profits using the Impact Model with Jaime Taets

    In this episode of The Purpose Profit Shift, host Rachel E. Bernier-Green sits down with Jaime Taets, Founder and Chief Vision Officer of Keystone Group International. Jaime shares her journey from corporate transformation to entrepreneurship, and how she helps leaders bridge the gap between high performance and sustainable change. A passionate advocate for people-first cultures, Jaime explains how businesses can achieve long-term profitability by focusing on their leaders and employees.

    As a bestselling author of The Culture Climb and host of the Superpower Success Podcast, Jaime brings a wealth of experience in leadership development and culture transformation. She discusses the importance of intentional leadership, the role of culture in scaling businesses, and why the future of business lies in building strong, resilient organizations.

    Expect to Learn:

    • How to build a culture that drives both growth and profitability.
    • Why leadership activation, not just development, is crucial in today’s business world.
    • The importance of aligning business strategy with people investment for sustainable success.
    • How small businesses can leverage culture and leadership for a competitive edge.
    • The impact of AI and how it will reshape organizational structures and leadership.

    Episode Breakdown with Timestamps:

    [00:00] – Teaser

    [01:11] – Welcome & Introduction to Jaime Taets

    [03:00] – The Transition from Corporate America to Entrepreneurship

    [05:12] – The Keystone Moment: How Jaime Found Her Business Name

    [07:10] – The Role of People in Business Growth

    [09:32] – Why Leadership Development is the Key to Profitability

    [12:04] – The Impact Model: Connecting Leadership Investment to Bottom Line Results

    [15:30] – Navigating Leadership Exhaustion and Employee Frustration

    [18:22] – Building a Values-Driven Business for Long-Term Success

    [22:15] – Overcoming the Fear of Investing in Culture and Leadership Development

    [24:40] – Creating a Strong Foundation for Business Scalability

    [29:00] – The Power of Making the Right Hiring Decisions

    [32:00] – Tools for Cultivating Culture and Measuring Organizational Health

    [35:00] – Case Study: Transforming Culture in Growing Organizations

    [39:20] – Managing Organizational Change and Evolving Culture

    [43:00] – Measuring Leadership Success and Its Direct Impact on Business

    [47:30] – The Importance of Personal Resilience for Leaders

    [50:15] – Closing Thoughts: Leading with Intention and Building Sustainable Growth

    Follow the guest, Jaime Taets:

    • LinkedIn: https://www.linkedin.com/in/jaimetaets/
    • Company’s LinkedIn: https://www.linkedin.com/company/keystonegroupintl/
    • Company’s Website: https://www.keystonegroupintl.com/

    Follow the Host, Rachel Bernier-Green:

    • LinkedIn: https://www.linkedin.com/in/rachelberniergreen/
    • Website: www.instagram.com/jointhryvo/
    • Instagram: www.instagram.com/jointhryvo/
    • LinkedIn (Company): www.linkedin.com/company/jointhryvo/
    • Twitter/X: x.com/jointhryvo
    • Facebook: www.facebook.com/jointhryvo
    • Tiktok: www.tiktok.com/@jointhryvo

    Listening Links:

    • Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32
    • Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732
    • Youtube: https://www.youtube.com/@PurposeProfitShift

    52 min
  • The Racial Wealth Gap for Founders to Dismantle Finance and Redistribute Power with Alex Saingchin

    In this episode of The Purpose Profit Shift, host Rachel E. Bernier-Green speaks with Alexander Saingchin, President & Co-Founder of Just Futures PBC, a revolutionary investment firm based in Quito, Ecuador. Just Futures is built on a radical structure where 55% of the ownership is held by five BIPOC-led nonprofits, completely flipping the traditional wealth extraction model. Alex, with over 25 years of experience, shares his journey from corporate consulting to building a $20 million fund that provides 0% interest loans and values-aligned retirement plans for nonprofits and social enterprises. Join us as Alex discusses balancing purpose and profit, creating a regenerative economy, and the power of community-driven investment models.

    Key Takeaways:

    • Just Futures' Radical Business Model: 55% of Just Futures is owned by BIPOC-led nonprofits, ensuring that profits flow back into social movements.
    • The Shift in Corporate Mindset: Alex reflects on his transition from corporate finance to social impact, including leaving a lucrative career to pursue work that aligns with his values.
    • Redefining Fiduciary Responsibility: How Alex's approach to finance challenges traditional models by prioritizing community well-being over wealth accumulation.
    • Creating a Regenerative Economy: Moving away from extraction-based systems to one that builds, nurtures, and supports all stakeholders.
    • The Role of Purpose-Driven Investments: Why businesses and individuals need to align their investments with their values for long-term societal benefit.

    Episode Breakdown with Timestamps:

    • [00:00] – Teaser
    • [01:33] – Welcome & Introduction to The Purpose Profit Shift
    • [02:50] – Alex’s Opening Remarks
    • [04:01] – Alex’s Background: Family, Identity, and Early Career
    • [07:16] – Family’s Reaction to Leaving Corporate Career
    • [11:24] – Flipping the Traditional Finance Model
    • [15:54] – Community Ownership Breakdown: Equity, Governance, Management
    • [18:54] – $20M in 0% Interest Loans: Centering Borrower Wellbeing
    • [21:54] – Questioning “What Is Enough?” and Rejecting Extraction
    • [25:24] – Moving from Maximizing Returns to Maximizing Impact
    • [27:09] – The Need for Interdependence and Predistribution
    • [29:54] – Working Within Contradictions: Finance and Justice Under Capitalism
    • [32:24] – Making Values-Aligned Investing Accessible and Less Scary
    • [37:24] – Adding Business Lines for Sustainability
    • [39:24] – Overview of Just Futures’ Three Product Lines
    • [42:45] – The Economic Power of Values-Driven Investing
    • [45:24] – Shifting Capital to Influence Corporate Behavior
    • [47:58] – Explaining the Extractivist-to-Regenerative Spectrum
    • [50:24] – Applying the Spectrum to Business Practices (e.g., Worker Treatment)
    • [53:24] – Changing the World Through How We Relate
    • [57:24] – Rachel’s Summary and Call to Action
    • [59:01] – Alex’s Closing Thanks and Invitation to Connect

    Follow the guest, Alexander Saingchin

    • LinkedIn: https://www.linkedin.com/in/alexsaingchin/
    • Company’s LinkedIn: https://www.linkedin.com/company/just-futures/
    • Company’s Website: https://justfutures.com/

    Follow the Host, Rachel Bernier-Green:

    • LinkedIn: https://www.linkedin.com/in/rachelberniergreen/
    • Website: www.instagram.com/jointhryvo/
    • Instagram: www.instagram.com/jointhryvo/
    • LinkedIn (Company): www.linkedin.com/company/jointhryvo/
    • Twitter/X: x.com/jointhryvo
    • Facebook: www.facebook.com/jointhryvo
    • Tiktok: www.tiktok.com/@jointhryvo

    Listening Links:

    • Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32
    • Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732
    • Youtube: https://www.youtube.com/@PurposeProfitShift

    1 hr 1 min
  • Leaving Corporate: The Journey to Purpose, Profit, and a New Economy with Rachel E. Bernier Green

    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.


    Episode Breakdown with Timestamps:
    • [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

    41 min

About The Purpose Profit Shift

From the publisher's feed

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.