Driving Meaningful Change: Sentinel Group Helps Launch Net Positive Consortium

Sentinel Group is excited to announce the launch of the Net Positive Consortium in Wealth Management (NPC), joining forces with a coalition of RIA and wealth management firms to drive this initiative. NPC unites financial advisory firms in a shared commitment to achieving meaningful societal impact that goes beyond traditional financial metrics.

At its core, the Consortium is committed to fostering a "Net Positive" outcome for clients, team members, communities, the environment, and the wealth management industry as a whole. It serves as a collaborative platform, enabling members to exchange best practices, share insights, and inspire others within the industry to pursue their own net positive paths.

Together, the Consortium aims to spark an industry-wide ripple effect, delivering significant benefits for both the profession and the clients it supports.

The Consortium has established five key pillars to help firms align their initiatives with a broader purpose. These pillars offer a structured framework for organizations seeking to create meaningful impact:

1. Workforce/Team Members: Fostering holistic well-being, inclusion, and career development for employees.
2. Community: Supporting local causes, charitable giving, and community involvement.
3. The Planet/Environment: Driving environmental stewardship and sustainability.
4. Client: Promoting financial literacy, impact investing, and philanthropy.
5. Industry: Giving back to the profession through mentoring, knowledge sharing, and leadership.

Learn more here.