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

About this episode

Neela Hummel discusses how Abacus Wealth Partners has differentiated itself in the financial services industry.

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 t...

People in this episode

Host: Mark Bruno

Guest: Neela Hummel

Topics covered

• differentiation
• brand identity
• financial services
• core values
• B-Corp

Keywords

• RIAs
• AUM
• B-Corp
• brand identity
• core values

Mentioned in this episode

Organizations: Abacus Wealth Partners, Emigrant

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