Corporate Citizenship in Action
From Focused on the Future by Suzanne Siracuse
October 8, 2025 · 26 min
About this episode
Pammi Bhullar discusses corporate citizenship at Edelman Financial Engines and its impact on culture and client engagement.
In this episode of Focused on The Future, host Suzanne Siracuse speaks with Pammi Bhullar, senior director of corporate citizenship at Edelman Financial Engines, about how the firm integrates purpose into its culture and client impact. Pammi shares her career journey across multiple sectors and why she chose Edelman to align her passion for helping others with financial planning. She explains how corporate citizenship at Edelman combines inclusion, philanthropy, and environmental responsibility, supported by data-driven insights and community engagement. The “We Aspire” program, which develops the next generation of financial planners, is also highlighted, as is the grassroots “Dollar Cents” financial literacy initiative, which now serves youth, parents, and veterans. Pammi also discusses how storytelling and vulnerability around mental health create stronger workplace communities and lasting change. Resources: Listen to Focused on the Future on WealthManagement.com Subscribe and listen to Focused on the Future on Apple Podcasts Subscribe and listen to Focused on the Future on Spotify Connect With Suzanne Siracuse: LinkedIn: Suzanne Siracuse Twitter: Suzanne Siracuse…
People in this episode
Host: Suzanne Siracuse
Guest: Pammi Bhullar
Topics covered
- corporate citizenship
- financial planning
- inclusion
- philanthropy
- environmental responsibility
- financial literacy
- mental health
Keywords
- corporate citizenship
- financial planning
- inclusion
- philanthropy
- environmental responsibility
- financial literacy
- mental health
Mentioned in this episode
Organizations: Edelman Financial Engines
More episodes of Focused on the Future
- Rethinking Financial Planning for Childfree Clients with Dr. Jay Zigmont · June 3, 2026 · 38 min
- Why Advisors Are Rethinking Marketing for AI Search with Susan Theder and Samantha Russell · May 20, 2026 · 45 min
- How AI Is Expanding Advisor Capacity and Elevating Human Connection with Dani Fava · May 6, 2026 · 34 min
- Building a Relationship-First Advisory Business with Dany Martin · April 22, 2026 · 40 min
- Leading With Empathy and Financial Vision with Cary Carbonaro · December 10, 2025 · 32 min
- Leading With Values, Growing With Intention with Julia Carlson · November 25, 2025 · 35 min
Explore listener stats, chart rankings, contacts and more on the Focused on the Future podcast page.