Zenith Wealth Partners’ Post

A MAJOR learning point for me recently is the Triple-Bottom-Line business model. If you haven't heard of this model, I am a firm believer that it should be (and likely will be) the future of business. In the past, many companies maintained a sole focus on financial bottom line, which is necessary to fund all business fundamentals... understandable, but outdated. Philanthropy in these situations is just a cut off of the additional revenue as an expense more or less. What the TBL model provides is a genuine core value of People, Planet and Profit. It allows financial focus to be a part of a three-headed approach on how you treat your stakeholders, uphold your philanthropic goals, and still focus on financial planning. My favorite part of this is that it opens the door for compassion, volunteerism, humanism and more at the highest leadership levels. This resonates throughout the culture of the entire organization, which creates a positive image on the organization in a growing digital world full of accessibility. Photo Credit: https://lnkd.in/gWiw5QGC #mba #leadership #business #philanthropy

Sharpen your investment insights this Financial Literacy Month by exploring the same books that helped propel our thought leaders. Watch for new must-reads throughout the month of April from the team of WisdomTree thought leaders. Today’s title is courtesy of Jeremy Schwartz, Global Chief Investment Officer. For more investment and market insights from Jeremy, check out his thought leadership page here: https://bit.ly/3TTrMPJ #FinancialLiteracyMonth #InvestmentInsights

Another pearl from our CFO's desk: In today’s fast-paced market, balancing short-term wins with long-term sustainability is critical. Our CFO reminds us of the importance of building for the future while delivering on immediate goals #fundraise #PrivateEquity #VentureCapital

Learned all about successful fund investment from zero, leadership impact on team success, and the Rule of 72 for doubling money in this inspiring video! #InvestmentSuccess #LeadershipImpact https://lnkd.in/dGKrxzCs https://lnkd.in/dgDHZ-kB

Important Evaluation Tool: How to evaluate your programs by impact and financial sustainability. Link below This information can help a ton with many scenarios . . .  Scenario 1: Get a visual of where impact and revenue lie.  Scenario 2: If your programs are impactful but not generating good financial returns, it gives you an opportunity to focus on the revenue generation.  Scenario 3: Use this information to make good decisions about resources (cut or increase - staff time, money, marketing, etc.). “The program strategy map is a tool you can use to visualize and evaluate the performance of your nonprofit’s programs. It uses two dimensions—alignment with goals for impact and financial sustainability—to create four quadrants. Each quadrant raises a set of questions for you to consider about the programs that fall within it. The map paints a picture of how your unique set of programs is contributing to your mission and financial health. It can help you better understand and make decisions about those programs.” #leadership #nonprofitleadership #nonprofitorganizations https://lnkd.in/gHWueaMx

If you want to learn about impact investing - there is no one better than Priya Parrish from the Impact Engine! Highly recommend checking out her excellent new Wiley book 📕 #impactinvesting

Thoroughly enjoyed 'the cutting edge science of change, looking at how, when, and why people shift their beliefs and when they don't, when they alter their actions and adopt new perspectives, and when they stick to what they're doing already'. Particularly valued The REDUCE Framework: Reactance, Endowment, Distance, Uncertainty, and Corroborating Evidence. Definitely worth the look if you want to up-skill on change management. #change https://lnkd.in/gdEguvg9

Important Evaluation Tool: How to evaluate your programs by impact and financial sustainability. Link below This information can help a ton with many scenarios . . .  Scenario 1: Get a visual of where impact and revenue lie.  Scenario 2: If your programs are impactful but not generating good financial returns, it gives you an opportunity to focus on the revenue generation.  Scenario 3: Use this information to make good decisions about resources (cut or increase - staff time, money, marketing, etc.). “The program strategy map is a tool you can use to visualize and evaluate the performance of your nonprofit’s programs. It uses two dimensions—alignment with goals for impact and financial sustainability—to create four quadrants. Each quadrant raises a set of questions for you to consider about the programs that fall within it. The map paints a picture of how your unique set of programs is contributing to your mission and financial health. It can help you better understand and make decisions about those programs.” #leadership #nonprofitleadership #nonprofitorganizations https://lnkd.in/gHWueaMx

🌟 Exciting News Alert! 🌟 Coaching clients to invest successfully and enhance their financial wellbeing has been one of the most exhilarating experiences I've ever had. 🚀 I strongly believe that everyone can achieve exceptional returns in the stock market by adhering to the proven strategies and principles handed down to us by some of the most successful investors of all time. 💼 Yes, you heard it right—low-risk, high-return investing is not just a myth; it's been demonstrated time and time again. 📈 Key steps like investing in companies with robust competitive advantages, stellar management, thriving in strong secular markets, and trading at attractive valuations are essential in distinguishing winners from the rest. Our goal? To invest in the crème de la crème—those whose missions and visions resonate with ours—and watch them multiply our investments at remarkable rates over the long haul. 🌱 Charlie Munger, Warren Buffett, Bill Ackman, and Phil Town are just a few of the seasoned investors who swear by these principles. And you know what? I do too. 💡 Curious to learn how I navigate the markets and facilitate sustainable wealth growth over the long term? Reach out to me, and together, let's embark on a journey to unlock your full potential in the financial markets! 📈💰 #InvestmentCoaching #FinancialWellbeing #LongTermWealth #InvestingStrategies #coaching

I'm so grateful for the work Sharon Epps and Rob West are stewarding at Kingdom Advisors. They serve over 3,600 financial professionals across the industry with a suite of services, products, programs and learning that is making a huge difference. We serve over 150 firms in this financial space in C12 Business Forums - leaders who are passionate about Business-as-a-Ministry (#BaaM). KA is helping them and their team truly master Product-as-a-Ministry (PaaM) and bring a Biblical worldview to bear on the entire process of serving families in this critical domain of stewardship. 2 such champions are Jeff Thomas of Arkos Global Advisors and Harry Pearson of OneAscent. All 4 helped us develop some equipping of our global cadre of Chairs (#Missionpreneurs) who serve 4,200+ leaders every single month in how to better engage and leverage this arena. Every Christian should have a financial planner who is equipped and trained in how to apply a Biblical worldview to matters of saving, investing, giving, planning, estates, generosity, etc. Either get your financial planner connected to Kingdom Advisors or find a financial planner through KA. If you run a firm, tap into the resources of KA for your team and those you serve! Let's build great #business, do great #product, provide great #counsel, make great #Investments, practice radical #generosity, make financial #Impact all for a greater #purpose and truly anchored in the #gospel! As my buddy John Coleman likes to say, "All investing is impact investing, the only question is what kind of impact it's having!"