Because there is so much more...
Become a Whole Advisor™
At Conscious Capital™, Whole Advisors™ grow, retain, and attract more clients by bringing more fun and purpose into their practice.
- Join Conscious Advisory Network CAN, co-brand with us while keeping your own established RIA.
- Become a Whole AdvisorTM as an IAR.
Given the stasis in the current paradigm of personal investing, we can innovate and own a space that is both evolutionary and differentiating. Human-centered design has revolutionized most industries, why not the financial services industry? Are you ready to join an organization positioned to change the world?
We can move from a cold, impersonal, and outward focus: “It’s not a personal thing— it’s about a financial return with some SRI/ESG thrown in because it aligns in general terms with my duty to do good and it’s something I should do.”
To a human-centered, and personal purpose focus: “I can invest my wealth for both financial and personal purpose returns — both serve my one north star— to actualize what is inside of me yearning to be made real in the world. And not because I should, but because I seek to, because it’s finally my true calling I am serving.”
You are here for a reason; we are here to support you.
Do what you love. Together we are creating a community of financial advisors that understand that "doing good" expands far beyond financial returns.
MAKE THE WORLD A BETTER PLACE
Our advisors know that beyond basic needs money is useless unless it is supporting our client's dreams and values. But, talk is cheap.