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Differentiation by Design: One-on-one with Abacus Wealth Partners' Neela Hummel
Season 2
Episode 10
Published 2 months, 3 weeks ago
Description
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."