Why Pro Bono Work Is Essential for Modern Financial Advisors | Interview with Jorge Padilla

Описание: The conversation around what it means to be a financial advisor is changing.
Today’s leading firms are being defined not just by performance, but by how they serve their communities, their profession, and the people who are often left out of the advice conversation.

In this episode of Conversations with Net Positive Consortium Members, Johnny Sandquist sits down with Jorge Padilla, CEO of Meira Wealth, to talk about the firm’s nearly 30-year journey, its deep roots in community involvement, and why financial literacy and pro bono planning are essential to the future of the profession.

Jorge shares how Meira Wealth has embedded impact into its culture, from professional leadership and education to pro bono initiatives serving underserved communities, and why bringing those efforts into a shared framework matters.

In this conversation, we discuss:
Why financial literacy is one of the most powerful tools advisors can offer
The role pro bono planning plays in expanding access to advice
How community service strengthens firm culture and team cohesion
Why collaboration raises the standard for the entire industry

These conversations are part of the work of the Net Positive Consortium, a growing movement of firms committed to giving more than they take across clients, teams, communities, the planet, and the profession itself.

Learn more about the Net Positive Consortium and what it means to build a net positive firm: https://netpositivewealth.com

Chapters
00:00 Introduction of Meira Wealth
00:25 Leadership Transition
03:14 Community Involvement
06:01 Changing Perceptions in Financial Advisory
08:37 Pro Bono Initiatives and Financial Literacy
11:21 The Net Positive Consortium
14:06 Benefits of Membership