Neela Hummel's guest appearances

Neela Hummel

Work Your Wealth Podcast

Matt Brown Show - Telling the stories of startups, entrepreneurs, investors and business thought leaders, one conversation at a time

RIA Edge

Pat Flynn

Roger Whitney

Travis Hornsby

Paula Pant

Joe Saul-Sehy

Kwame Christian

Anna Runyan

Natalie Eckdahl

Paul Jarvis

Natalie Bacon

Kimberly Palmer

Lara Casey

Tonya Dalton

Whitney Hansen

Deacon Hayes

OwlTail

Welcome to the "Secrets of #Fail," a new pod storm series hosted by Matt Brown. In this series of 2023, Matt dives deep into the world of failures and lessons learned along the way from high-net-worth individuals.  Join Matt as he dives into the world of failures and lessons.Series: Secret of #FailAbacus began with a vision to be a catalyst for people to not simply get richer, but to live a more fulfilling life. Get an interview on the Matt Brown Show: www.mattbrownshow.comSupport the show

Welcome to the "Secrets of #Fail," a new pod storm series hosted by Matt Brown. In this series of 2023, Matt dives deep into the world of failures and lessons learned along the way from high-net-worth individuals.   Join Matt as he dives into the world of failures and lessons. Series: Secret of #Fail Abacus began with a vision to be a catalyst for people to not simply get richer, but to live a more fulfilling life.  Get an interview on the Matt Brown Show: <a href="http://www.mattbrownshow.com" rel="nofollow" target="_blank">www.mattbrownshow.com</a><a href="https://buy.stripe.com/9AQ6owfILdIwbFS28q" rel="payment nofollow" target="_blank">Support the show</a>

MBS619- Secrets of #Fail: Lessons in Entrepreneurship and Advocacy with Neela Hummel, CFP® (Secrets of Fail #13)

Not many CEOs of multi-billion dollar RIAs started out as an intern at the firm that they are now running. Even fewer have followed that career path to the top of a $4.4BN RIA that boasts over 70 employers.  That’s the story of Neela Hummel, co-CEO of Abacus Wealth Partners, who recently took over as a co-head of the firm alongside Mary Beth Storjohann. In this episode of the RIA Edge Podcast, Mark Bruno, Managing Director of the Wealth Management Group at Informa, talks with Neela about her path and new position at Abacus. Neela also shares how Abacus has embraced diversity within the company, creating a culture of inclusivity that has helped power Abacus’ growth and expansion.  Mark and Neela discuss:  How Abacus has recruited a high percentage of female advisors and how it aligns with the clients that they serve today. The evolution of roles within the company as it has grown How Abacus has approach M&amp;A and assessed cultural fits How has the advisor-client dynamic has changed in recent years and where will it go in the near future  Connect With Mark Bruno:  WealthManagement.com LinkedIn | Mark Bruno Mark Bruno (@brunz99) |  Twitter  Informa: Overview | LinkedIn  Connect With Neela Hummel:   LinkedIn: Neela Hummel, CFP® Abacus Wealth Partners  About Our Guest: Integrity. Advocacy. Tenacity. Community. These were the values Neela Hummel’s mother imprinted onto her family. Every time she goes to bat for a client, help them navigate their relationship with money, or see their shoulders relax in a meeting, her passion for what she does is renewed. Neela’s love of math and quest for order brought her into financial planning over a decade ago, but doing right by people is what keeps her going. 

Not many CEOs of multi-billion dollar RIAs started out as an intern at the firm that they are now running. Even fewer have followed that career path to the top of a $4.4BN RIA that boasts over 70 employers.  That’s the story of Neela Hummel, co-CEO of Abacus Wealth Partners, who recently took over as a co-head of the firm alongside Mary Beth Storjohann. In this episode of the RIA Edge Podcast, Mark Bruno, Managing Director of the Wealth Management Group at Informa, talks with Neela about her path and new position at Abacus. Neela also shares how Abacus has embraced diversity within the company, creating a culture of inclusivity that has helped power Abacus’ growth and expansion.  Mark and Neela discuss: <ul> <li>How Abacus has recruited a high percentage of female advisors and how it aligns with the clients that they serve today.</li> <li>The evolution of roles within the company as it has grown</li> <li>How Abacus has approach M&amp;A and assessed cultural fits</li> <li>How has the advisor-client dynamic has changed in recent years and where will it go in the near future</li> </ul> Connect With Mark Bruno: <ul> <li><a href="https://www.wealthmanagement.com/" rel="nofollow" target="_blank">WealthManagement.com</a></li> <li><a href="https://www.linkedin.com/in/mark-bruno-046b735/" rel="nofollow" target="_blank">LinkedIn</a><a href="https://allworthfinancial.com/" rel="nofollow" target="_blank"> | </a><a href="https://www.linkedin.com/in/mark-bruno-046b735/" rel="nofollow" target="_blank">Mark Bruno</a></li> <li><a href="https://twitter.com/brunz99" rel="nofollow" target="_blank">Mark Bruno (@brunz99)</a><a href="https://allworthfinancial.com/" rel="nofollow" target="_blank"> | </a><a href="https://twitter.com/brunz99" rel="nofollow" target="_blank"> Twitter</a> </li> <li><a href="https://www.linkedin.com/company/informa/" rel="nofollow" target="_blank">Informa: Overview | LinkedIn</a></li> </ul> Connect With Neela Hummel: <ul> <li><a href="https://www.linkedin.com/in/neela-hummel-cfp%C2%AE-256a2125/" rel="nofollow" target="_blank">LinkedIn: Neela Hummel, CFP®</a></li> <li><a href="https://abacuswealth.com/" rel="nofollow" target="_blank">Abacus Wealth Partners</a></li> </ul> About Our Guest: Integrity. Advocacy. Tenacity. Community. These were the values Neela Hummel’s mother imprinted onto her family. Every time she goes to bat for a client, help them navigate their relationship with money, or see their shoulders relax in a meeting, her passion for what she does is renewed. Neela’s love of math and quest for order brought her into financial planning over a decade ago, but doing right by people is what keeps her going.

Abacus Wealth’s Neela Hummel on Strategically Building a $4.4BN RIA

This week I sat down with fellow Financial Planner and Abacus partner Neela Hummel to discuss what we see in breadwinning women. Neela is passionate about women taking their finances to the next level. Women are increasingly out-earning and in control of more money than their male counterparts, yet many company policies and financial services are leaving women out. Her goal is to step outside the “paint it pink” model and tailor financial planning to the unique needs of different types of women. As any woman knows, different women have different needs, and She specializes in working with breadwinners, decision-makers, and young inheritors.  Neela is a partner with Abacus Wealth Partners. Since 2009, Neela has helped grow a firm that values and supports women through flexible policies, career advancement, and equal pay for equal work. As a consequence, 50% of Abacus’ advisors are women, in an industry were 20% is the norm. Neela was named as Investment News’ “40 Under 40” for financial advisors in 2016 and is a graduate of UC Berkeley.  Neela lives in Los Angeles with her wonderful husband, two adorable children, and two rescue dogs. She is an avid traveler and foodie, taking any opportunity to visit a new country, try a new restaurant, or hone her language skills (she peaks both Spanish and Italian). HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:  Neela’s background and her path to Abacus Wealth Partners The biggest challenge breadwinning women tend to face The financial opportunities that benefit breadwinning women over men Other factors to consider besides the dollars and cents when looking at your finances Why outsourcing can be a crucial tool for breadwinning women What it looks like for Neela being the breadwinner in her family Why you should use a financial planner when talking finances with your significant other Why you must separate out money for your financial goals Why so many women are asking what is their enough The benefits of being a breadwinning woman (or having one in your life) The impact breadwinning women will have on future generations What a family needs to be financially successful, regardless of who is the breadwinner  GET SOCIAL WITH NEELA AND LET HER KNOW YOU HEARD ABOUT HER HERE  Neela’s e-mail Instagram Twitter 

This week I sat down with fellow Financial Planner and <a href="https://abacuswealth.com/" rel="noopener nofollow" target="_blank">Abacus</a> partner <a href="https://abacuswealth.com/team/neela-hummel/" rel="noopener nofollow" target="_blank">Neela Hummel</a> to discuss what we see in breadwinning women. Neela is passionate about women taking their finances to the next level. Women are increasingly out-earning and in control of more money than their male counterparts, yet many company policies and financial services are leaving women out. Her goal is to step outside the “paint it pink” model and tailor financial planning to the unique needs of different types of women. As any woman knows, different women have different needs, and She specializes in working with breadwinners, decision-makers, and young inheritors. Neela is a partner with Abacus Wealth Partners. Since 2009, Neela has helped grow a firm that values and supports women through flexible policies, career advancement, and equal pay for equal work. As a consequence, 50% of Abacus’ advisors are women, in an industry were 20% is the norm. Neela was named as Investment News’ “40 Under 40” for financial advisors in 2016 and is a graduate of UC Berkeley. Neela lives in Los Angeles with her wonderful husband, two adorable children, and two rescue dogs. She is an avid traveler and foodie, taking any opportunity to visit a new country, try a new restaurant, or hone her language skills (she peaks both Spanish and Italian). HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: <ul> <li>Neela’s background and her path to Abacus Wealth Partners</li> <li>The biggest challenge breadwinning women tend to face</li> <li>The financial opportunities that benefit breadwinning women over men</li> <li>Other factors to consider besides the dollars and cents when looking at your finances</li> <li>Why outsourcing can be a crucial tool for breadwinning women</li> <li>What it looks like for Neela being the breadwinner in her family</li> <li>Why you should use a financial planner when talking finances with your significant other</li> <li>Why you must separate out money for your financial goals</li> <li>Why so many women are asking what is their enough</li> <li>The benefits of being a breadwinning woman (or having one in your life)</li> <li>The impact breadwinning women will have on future generations</li> <li>What a family needs to be financially successful, regardless of who is the breadwinner</li> </ul> GET SOCIAL WITH NEELA AND LET HER KNOW YOU HEARD ABOUT HER HERE <ul> <li><a href="mailto:neela@abacuswealth.com">Neela’s e-mail</a></li> <li><a href="https://www.instagram.com/neelahummel/" rel="nofollow" target="_blank">Instagram</a></li> <li><a href="https://twitter.com/NeelaHummel" rel="nofollow" target="_blank">Twitter</a></li> </ul>

Understanding Breadwinning Women with Neela Hummel