The Purpose Profit Shift

Natalie Levy left Wall Street, lost her mother and cousin to suicide, and built She's Independent Investments, a women-first angel group that's closing the power gap in impact investing. In this episode, she gets radically honest about the cost of masking, values-aligned returns exceeding 20X, and why giving money and investing it are completely different acts of power.CHAPTERS: 00:06:54 — The Mask on Wall Street: What it costs women to conform in male-dominated finance. 00:14:48 — Grief as the Catalyst: How losing her mother and cousin Z to suicide gave Natalie clarity. 00:23:34 — Birthing She's Independent: How community demand organically built a women-first investment group. 00:29:18 — Democratizing the Cap Table: The member-led model, Investment Observers, and real deal flow access. 00:41:33 — Values-Aligned Returns: Why resilient founders outperform and how Natalie evaluates deals.00:47:44 — Cash is Queen: The Book: Why accessibility matters and the first step for aspiring investors. KEY TOPICS:- The physical and psychological cost of masking identity in corporate finance - How grief and loss catalyzed a purpose-driven career pivot - Democratizing angel investing through a member-led, women-first model - The Investment Observer pathway for non-accredited investors - Values-aligned investing and the data on underrepresented founder resilience - Why the distinction between giving and investing matters for women's financial power Guest ABOUT NATALIE:Natalie spent years navigating male-dominated environments from the classrooms in engineering school and advanced mathematics coursework to derivatives trading on Wall Street to tech sales and investing. She spent years in search of a workplace culture that inspired and supported her, and witnessed countless individuals (often, women) lacking fulfillment who were working too hard while failing to reach the professional roles they had earned. Following the loss of her mother to suicide at the beginning of 2019 she made a life and career transition to honor the loss she experienced and the journey she experienced.Natalie launched She’s Independent to create a space in the world to support and celebrate women stepping into private investing and money flows.She’s Independent exists to offer a real path to access and equity. The investment community is a space offering real belonging and promoting impactful capital allocations together. So that we can live in a world that invests in, supports, and celebrates women.Resources Mentioned:Cash is Queen: A Conscious Journey in Angel Investing by Natalie Levy She's Independent Investments — https://shesindependent.comShe's Independent Events — https://lu.ma/shesindependenteventsVenture Deals by Brad Feld and Jason MendelssohnConnect with Natalie Levy:LinkedIn: https://www.linkedin.com/company/shesindependent/Instagram: https://www.instagram.com/shesindependent_/YouTube: https://www.youtube.com/@ShesIndependenthttps://lu.ma/shesindependenteventsFollow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift----------------------------If this episode resonated with you, subscribe, leave a review, and share it with a fellow business owner who needs to hear this!

Anna Wojtowicz built a multi-six-figure business while operating in survival mode, a reality she only recognized when her body finally shut down. In this episode of The Purpose Profit Shift, she shares her journey from working with legacy brands to experiencing a state of functional freeze. She outlines the framework she developed to help ambitious women rebuild their success based on wholeness rather than survival. Anna now assists women in shifting their ambition's fuel source from survival to wholeness through her Release, Revive, Root methodology.Chapters00:00 The Immigrant Wiring07:35 When the Fuel Runs Out12:24 Functional Freeze and Grief19:56 The Radical Sabbatical26:06 Release, Revive, Root32:02 Pricing, Panic, and Nervous Systems38:06 Untangling Success from Survival49:20 What Comes NextKey TopicsSurvival mode disguised as high performanceGenerational trauma and its impact on entrepreneurshipNervous system regulation as a business skillValues-aligned KPIs (regulation, intuition, alignment)The Release, Revive, Root methodologyFunctional freeze in high-achieving womenPricing confidence and embodied decision-makingIdentity recalibration after burnoutGuest BioAnna Wojtowicz is a high-performance healer, intuitive channeler, and thought leader behind The New Paradigm of Success™ — Ambition Rooted in Wholeness.She works with ambitious, high-achieving women who built success in survival mode and are ready to recalibrate how they hold power — so they lead with regulation, intuition, and wholeness in life and leadership.Anna’s work goes beneath mindset and strategy to the internal operating system behind ambition. Through nervous system regulation, identity recalibration, and intuitive intelligence, she helps women shift the fuel source of their ambition from survival into wholeness.With over a decade in marketing — including early experience with Teen Vogue, Vogue, Martha Stewart, and The Smithsonian and her own journey through success without fulfillment, grief, and reinvention, Anna bridges business strategy with practical soul alignment.This work isn’t about lowering ambition, goals or profit — it’s about recalibrating how power is held so it looks and feels fully you.Connect with Anna:Instagram https://www.instagram.com/annawojtowicz_/?hl=enTik Tok https://www.tiktok.com/@_annawojtowicz Website https://theawcreative.com/ Work with Anna https://forms.gle/vr5jcnXzfqc1VAPG9Resources MentionedThe AW Creative https://theawcreative.com/The Limitless Podcast www.youtube.com/@theawcreativeannaRoot & Release 60-Min Activation (Free) https://theawcreative.com/root-and-releaseFollow the Host, Rachel Bernier-GreenLinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: https://www.instagram.com/jointhryvo/Instagram: https://www.instagram.com/jointhryvo/LinkedIn (Company): https://www.linkedin.com/company/jointhryvo/Twitter/X: https://www.x.com/jointhryvoFacebook: https://www.facebook.com/jointhryvoTiktok: https://www.tiktok.com/@jointhryvoListen on Your Favorite PlatformSpotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32?si=4bd2e0e655864a26&nd=1&dlsi=37cbc85018304f35Apple Podcasts: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732YouTube: https://www.youtube.com/@PurposeProfitShift----------------------------If this episode resonated with you, subscribe, leave a review, and share it with a fellow business owner who needs to hear this!

What happens when a woman with 30 years of corporate finance experience gets out of federal prison and can't open a bank account? She builds the infrastructure that nobody else would.Tammy Scudder served time for wire fraud and came out the other side not performing redemption but engineering it. She founded Indiana Reentry Corporation, built Workforce Navigator (a fair-chance hiring platform that bypasses the algorithms screening out justice-impacted applicants), created a 52-week coaching program called inPOWER Her RECLAIM 52™, and launched Drop The Red Cape™, an executive leadership program for women who are wearing the same mask that eventually breaks people.In this episode, Tammy and Rachel go deep on why the reentry system is funded by failure, how dignity gets built into financial architecture, and what it actually takes to create second chances at scale without chasing grants or donations.Chapters00:00 The System Built on Failure08:00 Barriers Nobody Talks About15:00 Workforce Navigator Changes the Game21:54 The Ecosystem: Four Entities, One Mission35:00 Funding Dignity at Scale48:00 Your Hardest Chapter Is Your InfrastructureKey TopicsFair chance hiring and algorithmic hiring biasReentry barriers for justice-impacted women (banking, employment, documentation, technology)Social enterprise revenue models: licensing IP vs. chasing grantsThe POWER Framework and gender-responsive programmingPre-release pipeline design and the Day 30 GuaranteeWomen's leadership, burnout, and authentic leadership after adversityAbout Our GuestTammy Scudder is the founder of Indiana Reentry Corporation, creator of the POWER Framework (Purpose, Overcome, Wellness, Empowerment, Resilience), and architect of Workforce Navigator™, an EEOC-aligned fair-chance hiring tech platform. She's a 2026 CXO 2.0 Business Leadership Excellence Award nominee with 30+ years of corporate finance experience who transformed her lived experience with incarceration into a scalable ecosystem serving justice-impacted women.Connect with Tammy ScudderIndiana Reentry Corporation: https://indianareentry.org/Workforce Navigator Jobs: workforcenavigatorjobs.comDrop The Red Cape™: droptheredcape.comLinkedIn: https://www.linkedin.com/in/tammyscudderEmail: [email protected] / [email protected] MentionedIndiana Reentry Corporation https://indianareentry.org/Workforce Navigator Jobs workforcenavigatorjobs.comDrop The Red Cape™ droptheredcape.comFollow the Host, Rachel Bernier-GreenLinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: https://www.instagram.com/jointhryvo/Instagram: https://www.instagram.com/jointhryvo/LinkedIn (Company): https://www.linkedin.com/company/jointhryvo/Twitter/X: https://www.x.com/jointhryvoFacebook: https://www.facebook.com/jointhryvoTiktok: https://www.tiktok.com/@jointhryvoListen on Your Favorite PlatformSpotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32?si=4bd2e0e655864a26&nd=1&dlsi=37cbc85018304f35Apple Podcasts: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732YouTube: https://www.youtube.com/@PurposeProfitShiftIf this episode resonated with you, subscribe, leave a review, and share it with a fellow business owner who needs to hear this.

What do you do when the magazine industry doesn't represent you, the advertising model excludes you, and the healthcare system fails you during a vulnerable time? If you're Lindsey Farrar, you create your own solutions.In this episode of The Purpose Profit Shift, Rachel talks with Lindsey, founder of CRWNMAG, a family-owned publication celebrating Black women, and Borne, a platform reimagining birth care for Black families.Lindsey shares her journey of building institutions when existing systems don’t serve the community, emphasizing the importance of staying lean and saying 'no.' She also reflects on her own traumatic birth experience, which inspired the creation of Borne, and discusses why restoring birth rights is crucial for generational healing.This episode is a masterclass in building institutions and allowing your purpose to shape your life's work.KEY TAKEAWAYS:Why building your own institution beats fighting for a seat at someone else's table.The "Voltron Model" for staying lean and scaling a self-funded business.How to position premium and say no to deals that undervalue your work.The personal birth experience that led from media to maternal health.Why healing before building creates more durable ventures.Borne's hospital guide and the future of family-centered birth care.CHAPTERS:00:00 Here for Legacy Work04:47 The Rooftop That Started It All16:04 Guerrilla Launch at Afropunk20:29 Building Institutions, Not Begging for Seats32:28 The Voltron Model: Staying Lean and Scaling Smart41:30 From Crown to Borne: A Maternal Health Mission55:08 Building What Should Already ExistABOUT LINDSEY:Lindsey Farrar is the founder of CRWNMAG, a decade-old, family-owned publication celebrating Black women in premium print, and Borne, a new platform setting a new standard for family-centered birth care. She has secured partnerships with Netflix, Pinterest, and Rivian, was a $505,000 Interledger Foundation grant recipient, and has been featured in MoMA's Magazine Podcast, Well+Good, HuffPost, and Dazed. Lindsey is a mother of four, a trained doula, and a USC graduate. She and her husband Nkrumah run their businesses and homeschool their children from their homestead.FOLLOW LINDSEY:http://www.instagram.com/crwnmaghttp://www.facebook.com/crwnmaghttp://www.twitter.com/crwnmaghttp://www.pinterest.com/crwnmagLINDSEY IN THE NEWS: MOMA: https://www.moma.org/magazine/articles/852Ad Age: https://adage.com/article/advertising/watch-ad-age-town-hall-investing-minority-owned-businesses/2316396AdWeek: https://www.adweek.com/social-marketing/pinterest-kicks-off-you-just-might-surprise-yourself-brand-campaign/Essence: https://www.essence.com/essence-50-founders/Forbes: https://www.forbes.com/sites/janeclairehervey/2018/02/20/15-women-run-indie-magazines-to-read-when-your-newsfeeds-in-flames/2/#2ed4dc2461b3RESOURCES MENTIONED:CRWNMAG: crwnmag.comBorne: borne.careBook: Mothering the Mother by Shafiya MonroeMama Glow (Latham Thomas)Black Wellness and Prosperity CenterBorne Hospital Guide for Black Families: borne.care/p/birth-education-know-your-rightsFollow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift----------------------------If this episode resonated with you, subscribe, leave a review, and share it with a fellow business owner who needs to hear this!

After nearly a decade as a website designer and sales funnel strategist, April Hiatt realized that being highly skilled at a job didn't mean she was actually passionate about it. Facing the loneliness of an empty nest and solo entrepreneurship, she pivoted to build a movement: Wise Woman Masterminds. In this episode, April and Rachel discuss the power of peer-to-peer masterminds, the importance of strategic networking, and how to scale a business by finally letting go of the reins. April shares her framework for running effective "hot seats," the massive ROI of hiring help and creating video SOPs, and why women entrepreneurs need to step into their leadership and stop doing it all alone.KEY TOPICS: Transitioning from a solitary service provider to a community builderThe difference between group coaching and peer-to-peer mastermindsOvercoming the loneliness and imposter syndrome of entrepreneurshipHow to facilitate impactful "hot seats" for business breakthroughsDelegating tasks and creating Standard Operating Procedures (SOPs) by recording workflowsThe abundance mindset of strategic networking and connectionCHAPTERS: 00:00:02 - Building a Movement: Wise Woman Masterminds00:02:28 - April's origin story of building her first site for a mental health clinic because she knew what mothers were looking for.00:05:22 - The Cancun Epiphany00:08:46 - The Mastermind Blueprint00:13:14 - Celebrating wins, member-led trainings, and rotating hot seats00:25:47 - The Hot Seat that Built a YouTube Empire00:29:16 - Strategic Introductions00:33:25 - Scaling Up and Letting Go00:40:43 - Why women need to own their expertise and allow others to follow them00:45:47 - The Wise Woman ConferencesABOUT APRIL: April Hiatt is the founder of WISE WOMEN Masterminds®, a nationally recognized mastermind organization and powerful community for women entrepreneurs who are building profitable, purpose-driven businesses and want to grow alongside other extraordinary women. WISE WOMEN has quickly become known for its depth, connection, and real results. Built on collaboration, generosity, and proven strategy, the community supports women business owners in expanding their income, confidence, and leadership… while staying aligned with who they truly are. April also hosts powerful business mastermind conferences twice a year, creating one of the largest women’s business mastermind experiences of its kind. She believes when women gather with intention, everything changes.RESOURCES MENTIONED: - The WISE WOMEN Spring Conference: Power Circles is happening April 23rd and 24th. This is the largest women's business peer-to-peer mastermind conference of it's kind! https://wisewomenconference.com- WISE WOMEN offers both in-person and online Power Circle mastermind groups for women who are ready to grow faster with the power of other women beside them. Mastermind groups open now: https://wiseewomenmasterminds.comFOLLOW APRIL: IG: https://www.instagram.com/wisewomenmasterminds/FB (professional): https://www.facebook.com/april.d.hiattJoin the WISE WOMEN Masterminds FB group: https://www.facebook.com/groups/wisewomenmastermindLI: https://www.linkedin.com/in/april-hiatt/Follow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift----------------------------If this episode resonated with you, subscribe, leave a review, and share it with a fellow business owner who needs to hear this!

KADYLUXE started with a $23,000 Kickstarter, a stolen engineering fund, and a garage in Denver. Today, it partners with 50+ NCAA universities and major pro teams, including the Denver Broncos, Dallas Cowboys, and Chicago Bulls.The episode covers her journey of cold-calling the Colorado School of Mines to develop patented technology, sewing NFL leggings with exiled Mormon seamstresses in the Colorado mountains, losing a million-dollar client to Lululemon overnight, and the moment she sold out the Broncos team store before the opening whistle even blew. This conversation is loaded with hard-won wisdom about cash cycles, blue ocean strategy, AI in operations, and the one financial habit that separates a real business from an expensive hobby.KEY TOPICS:Women's sports fashion and the "pink it, shrink it" gapBootstrapping vs. being properly capitalizedBlue ocean strategy in licensed sports apparelAI as an operational enhancement toolCash flow management for CPG businessesThe power of audacious cold outreachFemale entrepreneurship in male-dominated industriesCHAPTERS:00:00:02 - From the Court to the Company 00:07:23 - Kickstarter, Stolen Funds, and Resilience00:19:51 - The Real-World MBA in Shanghai 00:23:57 - Sewing with the Mormon Women 00:30:04 - David vs. Goliath: Competing with Lululemon00:36:39 - The Denver Broncos Breakthrough 00:46:44 - Scaling Operations and Embracing AI 00:52:49 - Know Your Numbers or It's a Hobby:ABOUT KADY:Kady Zinke is the Founder & CEO of KADYLUXE, a 100% women-owned fashion house designing premium sports apparel for women. Based in Denver, Colorado, the brand partners with 50+ NCAA universities, NFL teams (Denver Broncos, Dallas Cowboys), NBA teams (Chicago Bulls, Denver Nuggets, Atlanta Hawks), and NHL teams (Pittsburgh Penguins). Kady is a former NBA dancer, holds a patented material technology, and was the first woman in Colorado to win a state accelerator award for her R&D work.RESOURCES MENTIONED:Book Referenced: Blue Ocean Strategy.Partner Institution: Colorado School of MinesCoupon Code: KLPurpose15 - 15% off entire order at kadyluxe.comFollow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift----------------------------If this episode resonated with you, subscribe, leave a review, and share it with a fellow business owner who needs to hear this!

What happens when a Hollywood marketing executive walks away from red carpets to build something that matters? Katherine Tuominen spent five years marketing blockbusters for Fox and Warner Brothers before founding Catalyst Brand Strategy, a boutique agency helping purpose-driven wellness brands earn credible visibility through ethical marketing and evidence-led storytelling.In this episode, Katherine and Rachel dig into why founders are not influencers, how to turn one hour of content into an entire month's marketing ecosystem, why plug-and-play templates are destroying trust in the wellness space, and how to future-proof a service business in the age of AI without compromising integrity.Katherine also shares her energy auditing framework for structuring your workday around when you actually do your best thinking, and reveals the Catalyst for Change Initiative, a scholarship program giving underserved founders access to marketing support.KEY TOPICS:Ethical marketing for wellness and impact brandsContent repurposing ecosystems for foundersAnti-hustle culture and founder wellnessPurpose-driven business models and giving backAI adoption for ethical service businessesCHAPTERS:00:00:58 Founders vs. influencers00:03:51 Walking Away From Hollywood00:12:06 Ethical Marketing in Wellness00:17:02 The One-Hour Content Ecosystem00:19:57 Founder Wellness and Energy Audits00:23:02 Making the Numbers Work With Purpose00:32:46 Future-Proofing Your Business With AIABOUT KATHERINE:Katherine Tuominen is the founder and CEO of Catalyst Brand Strategy, a New York-based boutique PR and digital marketing agency serving impact-driven health and wellness brands. With 10+ years in storytelling, including five years marketing for Fox Film Studios and Warner Brothers, Katherine now helps conscious founders build credible visibility through ethical marketing and evidence-led storytelling. She's been featured in Forbes, delivers the keynote "Ethical Marketing Is Not an Oxymoron," is a 1% for the Planet partner, and founded the Catalyst for Change Initiative, offering marketing scholarships for underserved founders.RESOURCES MENTIONED:Books:Brene Brown's leadership book (values exercise)Rest Is Resistance by Tricia HerseyPleasure Activism by adrienne maree brownLaziness Does Not Exist by Devon PriceFOLLOW THE GUEST, KATHERINE TUOMINEN:Facebook: https://www.facebook.com/catalystbrandstrategyInstagram: https://www.instagram.com/catalystbrand_strategy/LinkedIn: https://www.linkedin.com/company/catalyst-brand-strategy/Company Website: https://catalystbrandstrategy.com/Follow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift----------------------------If this episode resonated with you, subscribe, leave a review, and share it with a fellow business owner who needs to hear this!

What happens when a corporate sports attorney walks away from her dream job to start a jewelry company that employs women transitioning out of shelter living? Amy Peterson found out when she co-founded Rebel Nell in Detroit in 2013.In this episode, Amy shares the raw truth about building a social enterprise: the 2016 crisis that nearly bankrupted her business, the moment her team rallied to keep the doors open, and why she ultimately spun off supportive services into a separate nonprofit to protect sustainability.She breaks down the "80% rule" that transformed her revenue, explains why every social entrepreneur is an empath (and why that's both gift and liability), and reveals what 13 years of failures and wins have taught her about scaling with soul.If you've ever wondered whether you can run a mission-driven business without sacrificing profitability, this conversation will give you the frameworks and the fire you need.Key Topics Social enterprise sustainability and the L3C business structureBalancing supportive services with business profitabilityDelegation frameworks for mission-driven foundersCorporate gifting and experiential retail as revenue streamsCommunity-driven venture developmentCHAPTERS:00:00 - Amy Peterson’s journey from baseball management to social enterprise03:33 - How Amy’s community in Detroit inspired her to start Rebel Nell08:45 - Creating a supportive environment for women and community through philanthropy10:52 - Integrating profit with purpose: Busting common myths in social enterprise16:42 - How Rebel Nell rebounded after a tough year and team resilience19:12 - Leadership vulnerability and protecting mental health as a founder23:48 - From graffiti jewelry to impactful storytelling through product design28:01 - Community roots as the foundation for expanding ventures in Detroit33:18 - Delegating and building a team to expand impact across multiple ventures44:32 - The importance of intentional dollars — supply chain and community investments45:47 - Building walkable retail and supporting local economies in Detroit and beyondABOUT AMY:Amy Peterson is the Co-Founder and CEO of Rebel Nell, a women-owned social enterprise that employs women with barriers to employment, helping them transition to independence through work, education, and community support.Before launching Rebel Nell, Amy served as Associate Counsel for the Detroit Tigers and later as Vice President of Special Projects and General Counsel for the Ross Initiative in Sports for Equality (RISE). Living next to a Detroit shelter inspired her to create a company that empowers women with limited opportunities to build self-sufficient lives.Amy also co-founded Teach. Empower. Achieve. (T.E.A.), a nonprofit focused on workforce development, and The Congregation, a café and community space in a restored church. She holds a B.A. from Kenyon College, a J.D. from New England School of Law, and an M.B.A. from Suffolk University. In 2016, she was named Ernst & Young’s Entrepreneur of the Year for Michigan and Northwest Ohio.RESOURCES MENTIONED:Rebel Nell: www.rebelnell.comT.E.A. Nonprofit: www.teachempowerachieve.orgThe Congregation: www.thecongregationdetroit.comREDF (California organization): http://www.redf.org/Book mentioned by Rachel: Small Giants: Companies That Choose to Be Great Instead of Big - Book by Bo BurlinghamTeaser Imagery: How Rebel Nell Jewelry Empowers Women Through Art: https://www.youtube.com/watch?v=OS31fLFBwQEFOLLOW THE GUEST, AMY PETERSON: Tiktok: https://www.tiktok.com/@rebelnelldetroit Linkedin: https://www.linkedin.com/company/rebel-nell Facebook: https://www.facebook.com/rebelnelldetroit Instagram: https://www.instagram.com/rebelnell/Follow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift

What if the economy wasn't designed around manufactured scarcity but around meeting actual human needs?In this episode, Rachel sits down with Erin Axelrod, Partner at LIFT Economy and co-founder of the Force for Good Fund, to explore what it takes to architect an economy that works for everyone. Erin shares how permaculture principles became her framework for redesigning economic systems, why her team is working to redirect $44 trillion in retirement savings from Wall Street to Main Street through the Next Egg initiative, and what she learned helping Winona LaDuke build an Indigenous-owned, vertically integrated hemp textile cooperative.This isn't theory. It's an operational strategy from someone who's been doing the work for over a decade with regenerative farms, ocean restoration ventures, and community land trusts.If you've ever wondered whether it's actually possible to build profitable businesses that heal rather than extract, this conversation offers both the frameworks and the proof points.Chapters:00:00 - Meet the Economy Architect07:40 - From Me Economy to We Economy12:02 - The First Principle: Human Needs24:29 - The $44 Trillion Redirect32:13 - Winona's Hemp Vision41:54 - Raising Non-Extractive Capital45:28 - Democratizing CapitalKey Topics:10 Principles of Next Economy EnterprisesThe Next Egg initiative and retirement savings redirectNon-extractive capital and trust-based philanthropyPermaculture principles applied to business designIndigenous-owned cooperative supply chainsCommunity land trusts and housing justiceAbout Erin:Erin Axelrod is a Business Consultant and Worker-owner at LIFT Economy (lifteconomy.com), where she works with clients and facilitates a 9-month online learning journey called the Next Economy MBA, with 800+ alumni. She is a co-facilitator of the Next Economy Living program focused on personal life design for building liberatory communities of practice to escape from the traps of the business as usual economy. She co-founded the $1.1M Force for Good Fund, The Next Egg, and works with clients all over the country including Jonas Philanthropies & Winona's Hemp & Heritage Farm. Erin lives and works in unceded ohlone territory with her partner, 2-year old daughter, in an extended multi-family household and tends to sheep and a small herd of dairy goats. When not working, she enjoys time with her family tending the land, growing mushrooms, planting trees, solar-cooking and harvesting & growing wild foods to make nutrient-dense foods for her friends. Resources mentioned:LIFT Economy Next Economy Living: Next Economy Living is LIFT's practical 6-month learning journey to design and create a values-driven life. This online program aims to deepen personal security and resilience practices to thrive and flourish amidst ecological and economic collapse.Next Economy MBA Program: The Next Economy MBA program was born out of the LIFT team's 10+ years of work with over 250+ social enterprises and organizations that are helping grow the next economy. We’re proud to have over 400+ alumni who have taken the course and are transforming organizations and industries around the world.Raising Mission-Aligned Capital Self-StudyLearn how LIFT Economy is helping Winona LaDuke bring a vision of an Indigenous-led bioregional hemp economy to life, starting with a toolbag produced by Patagonia: https://www.lifteconomy.com/winonas-hemp-patagoniaCrowdfunded Real Estate Projects Bring in Community Investors: https://shelterforce.org/2025/09/09/crowdfunded-real-estate-projects-bring-in-community-investors/The Next Egg Initiative: https://www.lifteconomy.com/the-next-eggEast Bay Permanent Real Estate Cooperative: https://www.pochousingnetwork.com/ebprecRachel Faggiano's Report (Fund for Racial Justice): https://r2i-lab.org/wp-content/uploads/2025/10/ERISA-Follow-the-Money-Toolkit-1.pdf FOLLOW THE GUEST, ERIN AXELROD:Facebook: https://facebook.com/lifteconomyTwitter: https://twitter.com/LIFTEconomyInstagram: https://www.instagram.com/lifteconomy/LinkedIn: https://linkedin.com/company/lifteconomyFollow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShiftIf this episode resonated with you, subscribe, leave a review, and share it with a fellow business owner who needs to hear this.

Mark Horoszowski left a successful marketing agency during the Great Recession to travel the world asking one question: What do social enterprises actually need to flourish? His answer transformed how we think about scaling impact.In this episode, Mark shares how he co-founded MovingWorlds and coined the term "Experteering," deploying over $52 million worth of professional expertise to social enterprises across 122 countries. He reveals why chasing capital is often the wrong move, why focus is every entrepreneur's hardest discipline, and how corporations like Microsoft, SAP, and EY are proving that human capital creates more sustainable change than checkbooks alone.Whether you're a social entrepreneur drowning in operational chaos or a business leader wondering how to make impact more than a PR strategy, this conversation offers the blueprint.ChaptersTimeChapter TitleWhat You'll Learn00:00 Why a Benefit Corporation?05:30 What Is Experteering?10:15 The Capital Myth18:30 Focus Is the Hardest Discipline31:00 Corporate Impact Done Right38:00 Dignity Over Heroism46:30 Building Mission-Driven Culture54:00 The Next 5 YearsKey TopicsSkills-based volunteering vs. traditional volunteerismRevenue-based equity buyback agreementsThe 80/20 whirlwind (Four Disciplines of Execution)Social purpose corporation structureCorporate ESG and authentic impact partnershipsAbout Mark:Mark Horoszowski is the CEO and Co-Founder of MovingWorlds, the pioneering social enterprise that coined the term "Experteering." MovingWorlds has deployed over $52 million worth of professional expertise to social enterprises in 122 countries. Mark has been featured in Harvard Business Review, Forbes, Fast Company, and Stanford Social Innovation Review. He is an Adjunct Faculty member at the University of Washington and an RSA Fellow.Resources MentionedMovingWorlds Platform: movingworlds.orgBook: The 4 Disciplines of Execution, by Chris McChesney, Jim Huling, and Sean Covey.Book: How Emotions Are Made: The Secret Life of the Brain, by Lisa Feldman BarrettRewiringBook: Your Anxious BrainBook: The Rise of Social Business by Muhammad YunusAcumen (Organization): acumen.orgDan Pallotta TED Talk on Nonprofits: https://youtu.be/bfAzi6D5FpM?si=BpsXcXluqC2_wfv_World Economic Forum Global Alliance for Social Entrepreneurship: https://initiatives.weforum.org/global-alliance-for-social-entrepreneurshipFollow the guest:MovingWorlds - The Global Experteering Network: https://movingworlds.org/MovingWorlds Instagram: https://www.instagram.com/experteering/Mark's LinkedIn: https://www.linkedin.com/in/markhoroszowski/Mark's Instagram: https://www.instagram.com/markhoroszowski/Follow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShiftIf this episode resonated with you, subscribe, leave a review, and share it with a fellow business owner who needs to hear this.

Ron Saharyan went from investigating felony crimes in Washington, D.C. to co-founding the world's largest organization dedicated to small business profitability. In this episode, he sits down with Rachel to trace the unlikely path that led him and childhood friend Mike Michalowicz to launch Profit First Professionals from a basement in Boonton, New Jersey a movement that has now driven over one million Profit First implementations across 50+ countries.Ron dismantles the "doctrine of sacrifice" that keeps mission-driven entrepreneurs broke and burned out, making the case that profit isn't the opposite of purpose — it's the engine that sustains it. He shares how he funds a family-first culture at his own company (8 weeks paid vacation, profit-sharing, half-day Fridays) and why every business, from startups to $100M enterprises, needs a cash flow system from day one.Whether you're a founder who feels guilty about making money, a leader struggling with financial chaos, or someone who just knows there's "something more" out there — this conversation will challenge everything you think you know about profit.Key TopicsRon's journey from felony investigator to Profit First co-founderThe real story behind the "12-minute decision"Why profit is agnostic — and how it funds culture, mission, and communityBuilding a family-first workplace funded by Profit FirstThe #1 mistake entrepreneurs make with their moneyBreaking the "doctrine of sacrifice" for mission-driven foundersStarting Profit First at any stage — even 1% at a timeGetting through "the suck" of learning new financial systemsThe intersection of Profit First and purpose-driven business advisoryRon's "Oprah Moment" epiphany at a QuickBooks conferenceGuest BioRon Saharyan is the Co-Founder and Managing Partner of Profit First Professionals, the international membership organization that has helped drive profitability in over one million businesses worldwide across 50+ countries. A former criminal investigator turned business builder, Ron co-founded the organization in 2014 with bestselling author Mike Michalowicz. Ron co-hosts the Grow My Accounting Practice podcast (500+ episodes) and leads the annual ProfitCON conference. His mission: to eradicate entrepreneurial poverty.Resources MentionedProfit First Professionals — profitfirstprofessionals.comEJ Consortium — ejconsortium.com (Now called Thryvo Financial Advisory)Follow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShiftIf this episode resonated with you, subscribe, leave a review, and share it with a fellow business owner who needs to hear this. Book a discovery call at jointhryvo.com — the first 5 people get a free copy of Profit First, courtesy of Ron Saharyan.

In Part 2 of our conversation with Ian Peterman, founder and CEO of Peterman Design Firm, we pick up where we left off — moving beyond burnout recovery and team culture into the mechanics of building products and brands that restore rather than deplete.Ian breaks down his "Conscious Design" framework, built on four pillars (observation, impact, connection, and inclusion), and explains why every decision-maker in a company — including the CFO — is a designer whether they realize it or not.We dig into how Ian's design process works the same whether he's serving a funded startup or a Fortune 500 client, why the all-or-nothing approach to sustainability is killing good ideas, and how small businesses can start building more sustainable supply chains without destroying their margins. Ian shares real examples from CES, his own client work, and the research behind his book "Conscious Design" to show that transparency and incremental progress beat perfection every time.Rachel also shares her own experience as a supplier to Starbucks and as a customer who became a lifelong brand advocate — proving that the inclusion and connection Ian talks about aren't just theory. They're the difference between surviving and thriving.You will learn: - The four pillars of Conscious Design: observation, impact, connection, inclusion- Why every decision-maker is a designer (and what happens when they don't realize it)- How the design-to-market process stays the same across company sizes- The all-or-nothing trap that kills sustainability efforts- Building sustainable supply chains on a startup budget- The power of supplier relationships and why startups need to be "the one they like most"- Transparency over perfection: telling your sustainability journey as a marketing strategy- Gen Z purchasing power and the shift toward values-driven buying- Involving customers before they're customers- Why silos and binary thinking are the enemy of innovationGuest Bio: Ian Peterman is the Founder and CEO of Peterman Design Firm, a conscious design studio rewriting the rules of product innovation. Over 15+ years, Ian has helped visionaries and Fortune 500 companies alike turn ideas into sustainable, market-ready brands. He's the co-author of "Conscious Design," host of the Conscious Design Podcast, co-founder of Conscious DesignHaus, and Chair of the IDSA LA Chapter. His firm operates on a 4-day work week, generates 7-figure revenues, and proves that purpose and profit are essential partners.Resources Mentioned: Conscious Design book — Available on AmazonPeterman Design Firm — petermanfirm.com IanPeterman personal site — ianpeterman.comConscious Design Podcast & Book — consciousdesignhaus.comCES 2025 (referenced for startup examples)EU Digital Product Passport (referenced re: supply chain transparency)Follow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift If this episode resonated with you, subscribe, leave a review, and share it with a fellow business owner who needs to hear this.

For nearly 20 years, Alison Campbell built her career inside high-growth finance and tech companies, rising to senior leadership roles in Ecommerce and HR Tech, including Chief of Staff & Head of Strategy and Analytics at a $1B+ global organization. She knew how to drive results. She knew how to keep up. And like many ambitious leaders, she accepted exhaustion as normal.Then a health scare forced her to stop.In this episode of The Purpose Profit Shift, host Rachel Bernier-Green speaks with Alison about what happens when high performance quietly turns into chronic stress, and why so many leaders don’t see the breaking point coming. Now the founder of unBurnt, a women-owned, SBA-certified business, Alison combines two decades of operational expertise with certification as a Health & Wellness Coach to help organizations remove friction, rebuild capacity, and create workplaces where ambition and well-being can coexist. This conversation is for leaders who want to build sustainably without sacrificing impact.Expect to Learn:How to recognize early warning signs of burnout before they escalate into crisis.Why chronic stress reduces capacity, creativity, and long-term performance.The role of operational rhythms and leadership behavior in shaping workplace well-being.Strategies for building sustainable capacity within teams without sacrificing results.Ways to recalibrate ambition and performance expectations without abandoning growth goals.Episode Breakdown with Timestamps:[00:00] – Introduction and Alison’s Corporate Background[03:00] – The Cost of Hustle Culture and Identity-Driven Achievement[10:00] – Early Warning Signs and the Health Crisis[15:00] – Choosing a Hard Stop and Reassessing Identity[24:00] – Reframing Performance: Capacity, Not Hustle[31:00] – From Personal Recovery to Founding Unburnt[36:00] – Measuring Burnout Risk and Organizational Capacity[42:00] – Protecting Founder Well-Being While Scaling a Business[53:00] – Practical First Steps for Leaders Experiencing Burnout[56:00] – Resources, Final Reflections, and Closing ThoughtsFollow the guest, Alison Campbell:LinkedIn: https://www.linkedin.com/in/alison-campbell-3035b63/Company LinkedIn: https://www.linkedin.com/company/getunburnt/Company Website: www.getunburnt.comAdditional Resources: Free resources and guides available at https://www.getunburnt.com/free-resourcesFollow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift

In this episode of The Purpose Profit Shift, host Rachel E. Bernier-Green speaks with David Jaber, Founder and SBTi Certified Expert at Climate Positive Consulting. David shares his journey of creating Climate Positive Consulting, a B Corp committed to achieving net zero by 2030, and how businesses can turn climate action into measurable, profitable results. With over 20 years of experience in sustainability consulting, David discusses the importance of decarbonization, aligning environmental goals with business strategy, and how small and medium-sized businesses can take meaningful climate action.David is the author of Climate Positive Business, and his firm has worked with over 100 companies to help them reduce their carbon footprint and set ambitious climate goals. He brings a unique perspective, combining technical expertise in environmental engineering with practical strategies to help businesses take action.Expect to Learn:How to implement effective decarbonization strategies, including measuring emissions and setting science-based targets.The role of business leaders in driving climate action and overcoming the misconception that purpose and profit cannot coexist.How businesses can uncover surprising strategic advantages by pursuing climate-positive initiatives.Why transparency, stakeholder engagement, and systems thinking are essential for genuine climate action.How smaller businesses, including remote teams, can reduce their carbon footprint with simple yet impactful strategies.Episode Breakdown with Timestamps:[00:00] – Teaser[01:35] – Welcome & Introduction to the Purpose Profit Shift[03:31] – The Shift to Sustainability & Founding Climate Positive[05:56] – The Mission: Using Business as a Lever for Climate Action[09:38] – Explaining Science-Based Targets (SBTs)[11:51] – The Growth of Corporate Climate Commitments[14:10] – Strategic Business Advantages of Decarbonization[15:27] – The Role of Investors & ESG in Driving Climate Action[18:58] – Hidden Emissions: The Supply Chain Factor[21:04] – Climate Footprint for Remote & Service-Based Businesses[24:00] – Typical Company Size & Engagement Model[27:25] – Navigating Greenwashing & the Pressure to Be Perfect[29:53] – Transparency, Trust & Third-Party Standards[31:08] – The Importance of Systems Thinking in Climate Work[35:29] – Operational Policies: Travel & Sustainable Purchasing[37:10] – Explaining Carbon Offsets & Removals[39:57] – A Multi-Layered Approach to Climate Strategy[42:48] – Climate Justice in Practice: Project Examples[45:54] – Top Actionable Strategies for Small & Medium Businesses[47:31] – Final Advice: Measure Your Baseline & Commit to a Plan[49:50] – Additional Lever: Aligning Your Banking & Investments[51:47] – Measuring the Right Things, Not Just Everything[53:14] – Closing Remarks & How to Connect FurtherFollow the guest, David Jaber:LinkedIn: https://www.linkedin.com/in/david-jaber/Company’s LinkedIn: https://www.linkedin.com/company/climatepositive/Company’s Website: http://www.climatepositiveconsulting.com/Resources mentioned in the episode:Small Business Carbon Calculator: https://smeclimatehub.org/start-measuring/Follow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift

In this episode of The Purpose Profit Shift, host Rachel E. Bernier-Green speaks with Carlos, Rafael, and Karla Robles, the family behind Duo Development, an innovation studio that seamlessly blends social impact with sustainable business models. The Robles siblings share their journey of creating spaces that challenge traditional business paradigms while fostering community ownership and empowerment.Duo Development, founded in 2019, specializes in what they call multi-contextual design, a framework that integrates economics, ecology, technology, culture, and ethics into every project. From affordable housing to community hubs, the Robles family is proving that businesses can thrive while staying rooted in purpose. The conversation explores how they combine architecture, real estate, and innovation to reshape the built environment and create lasting community impact.Expect to Learn:How the Robles family’s diverse backgrounds led to the creation of Duo Development.The principles of multi-contextual design and how it shapes their projects.How Duo Development has tackled challenges like affordable housing and landlord-tenant dynamics through creative, sustainable models.The role of community engagement in designing spaces like Starling Community Hub, a space for liberation in North Lawndale.How the Robles family uses business to champion ethical profitability, balancing purpose with financial sustainability.Episode Breakdown with Timestamps:[00:00:00] – Teaser[00:01:18] – Welcome & Introduction to the Purpose Profit Shift[00:03:09] – How Three Siblings Co-Founded an Innovation Studio[00:07:36] – Explaining Multi-Contextual Design in Practice[00:09:46] – The Five Lenses: Economics, Ecology, Technology, Culture, Ethics[00:13:09] – Using Lenses to Understand Context & History[00:15:49] – An Integrated Practice: Blending Design, Development & Business[00:17:48] – Choosing Boutique Size for Values Alignment & Quality of Life[00:20:01] – HomeKeeper: Breaking the Landlord-Tenant Model with Shared Ownership[00:24:02] – Financing HomeKeeper: City Loans & Equity Crowdfunding[00:26:39] – Lessons Learned: Moving at the Speed of Trust[00:30:55] – Starling: A "Space for Liberation" in North Lawndale[00:32:09] – Community Engagement & Teaching Development Skills[00:37:29] – Conceptualizing Starling from Community Needs[00:40:39] – Navigating Institutional Assumptions & Community Desires[00:44:56] – How Starling Is Being Used: Events, Memberships & Milestones[00:48:54] – Designing for Beauty in Underinvested Neighborhoods[00:51:43] – Business Model: Balancing Purpose, Profit & Sustainability[00:53:51] – Debunking Misconceptions About Money & Morality[00:58:14] – Navigating Financial Realities as a Small Practice[01:01:16] – What’s Next: Supporting 12 Community-Led Projects[01:03:50] – Addressing Funding Barriers in Development[01:05:51] – Advice for Founders: Everything Is Designable[01:07:09] – The Power of Partnership[01:10:42] – Closing Remarks & Final Reflections Follow Duo DevelopmentLinkedIn: https://www.linkedin.com/company/duodevelopment/Website: https://www.duodevelopment.org/Follow the Founders Behind Duo DevelopmentCarlos Robles-ShanahanLinkedIn: https://www.linkedin.com/in/roblescf/Karla RoblesLinkedIn: https://www.linkedin.com/in/karla-robles-596285a1/Rafael RoblesLinkedIn: https://www.linkedin.com/in/rafael-robles-530625348/Follow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift

In this episode of The Purpose Profit Shift, host Rachel E. Bernier-Green sits down with Jaime Taets, Founder and Chief Vision Officer of Keystone Group International. Jaime shares her journey from corporate transformation to entrepreneurship, and how she helps leaders bridge the gap between high performance and sustainable change. A passionate advocate for people-first cultures, Jaime explains how businesses can achieve long-term profitability by focusing on their leaders and employees.As a bestselling author of The Culture Climb and host of the Superpower Success Podcast, Jaime brings a wealth of experience in leadership development and culture transformation. She discusses the importance of intentional leadership, the role of culture in scaling businesses, and why the future of business lies in building strong, resilient organizations.Expect to Learn:How to build a culture that drives both growth and profitability.Why leadership activation, not just development, is crucial in today’s business world.The importance of aligning business strategy with people investment for sustainable success.How small businesses can leverage culture and leadership for a competitive edge.The impact of AI and how it will reshape organizational structures and leadership.Episode Breakdown with Timestamps:[00:00] – Teaser[01:11] – Welcome & Introduction to Jaime Taets[03:00] – The Transition from Corporate America to Entrepreneurship[05:12] – The Keystone Moment: How Jaime Found Her Business Name[07:10] – The Role of People in Business Growth[09:32] – Why Leadership Development is the Key to Profitability[12:04] – The Impact Model: Connecting Leadership Investment to Bottom Line Results[15:30] – Navigating Leadership Exhaustion and Employee Frustration[18:22] – Building a Values-Driven Business for Long-Term Success[22:15] – Overcoming the Fear of Investing in Culture and Leadership Development[24:40] – Creating a Strong Foundation for Business Scalability[29:00] – The Power of Making the Right Hiring Decisions[32:00] – Tools for Cultivating Culture and Measuring Organizational Health[35:00] – Case Study: Transforming Culture in Growing Organizations[39:20] – Managing Organizational Change and Evolving Culture[43:00] – Measuring Leadership Success and Its Direct Impact on Business[47:30] – The Importance of Personal Resilience for Leaders[50:15] – Closing Thoughts: Leading with Intention and Building Sustainable GrowthFollow the guest, Jaime Taets:LinkedIn: https://www.linkedin.com/in/jaimetaets/Company’s LinkedIn: https://www.linkedin.com/company/keystonegroupintl/Company’s Website: https://www.keystonegroupintl.com/Follow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift

In this episode of The Purpose Profit Shift, host Rachel E. Bernier-Green speaks with Alexander Saingchin, President & Co-Founder of Just Futures PBC, a revolutionary investment firm based in Quito, Ecuador. Just Futures is built on a radical structure where 55% of the ownership is held by five BIPOC-led nonprofits, completely flipping the traditional wealth extraction model. Alex, with over 25 years of experience, shares his journey from corporate consulting to building a $20 million fund that provides 0% interest loans and values-aligned retirement plans for nonprofits and social enterprises. Join us as Alex discusses balancing purpose and profit, creating a regenerative economy, and the power of community-driven investment models.Key Takeaways:Just Futures' Radical Business Model: 55% of Just Futures is owned by BIPOC-led nonprofits, ensuring that profits flow back into social movements.The Shift in Corporate Mindset: Alex reflects on his transition from corporate finance to social impact, including leaving a lucrative career to pursue work that aligns with his values.Redefining Fiduciary Responsibility: How Alex's approach to finance challenges traditional models by prioritizing community well-being over wealth accumulation.Creating a Regenerative Economy: Moving away from extraction-based systems to one that builds, nurtures, and supports all stakeholders.The Role of Purpose-Driven Investments: Why businesses and individuals need to align their investments with their values for long-term societal benefit.Episode Breakdown with Timestamps:[00:00] – Teaser[01:33] – Welcome & Introduction to The Purpose Profit Shift[02:50] – Alex’s Opening Remarks[04:01] – Alex’s Background: Family, Identity, and Early Career[07:16] – Family’s Reaction to Leaving Corporate Career[11:24] – Flipping the Traditional Finance Model[15:54] – Community Ownership Breakdown: Equity, Governance, Management[18:54] – $20M in 0% Interest Loans: Centering Borrower Wellbeing[21:54] – Questioning “What Is Enough?” and Rejecting Extraction[25:24] – Moving from Maximizing Returns to Maximizing Impact[27:09] – The Need for Interdependence and Predistribution[29:54] – Working Within Contradictions: Finance and Justice Under Capitalism[32:24] – Making Values-Aligned Investing Accessible and Less Scary[37:24] – Adding Business Lines for Sustainability[39:24] – Overview of Just Futures’ Three Product Lines[42:45] – The Economic Power of Values-Driven Investing[45:24] – Shifting Capital to Influence Corporate Behavior[47:58] – Explaining the Extractivist-to-Regenerative Spectrum[50:24] – Applying the Spectrum to Business Practices (e.g., Worker Treatment)[53:24] – Changing the World Through How We Relate[57:24] – Rachel’s Summary and Call to Action[59:01] – Alex’s Closing Thanks and Invitation to ConnectFollow the guest, Alexander SaingchinLinkedIn: https://www.linkedin.com/in/alexsaingchin/Company’s LinkedIn: https://www.linkedin.com/company/just-futures/Company’s Website: https://justfutures.com/Follow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift

In this powerful episode of Purpose Profit Shift, host Rachel E. Bernier-Green speaks with Arnaud Saint-Paul, Founder of the Heart Leadership Institute, Tapuat, about leading from the heart in business. Arnaud shares how decades of success in tech and finance gave way to a mission-driven life focused on inner coherence, purpose, and transformational leadership. Their conversation unpacks how a values-aligned business mindset can lead to sustainable growth and meaningful impact.Arnaud Saint-Paul is a former tech entrepreneur turned transformational leader. With 20 years of experience raising millions and earning innovation awards across Europe and the U.S., Arnaud now leads the Heart Leadership Institute. He is also the creator of the Heart Leadership Index, a tool used to measure coherence in leadership and organizations. His mission is bold: to open one billion hearts and prove that heart-centered leadership delivers measurable business results.Expect to LearnHow Arnaud’s spiritual awakening shaped his shift from finance to heart-centered leadershipWhy coherence and presence are the foundation for better business outcomesWhat the Heart Leadership Index reveals about joy, burnout, and productivity in leaderHow underserved communities and youth are being empowered through heart-led educationWhat resonant growth is and how companies can unlock it through inner alignmentEpisode Breakdown with Timestamps[00:00] – Teaser[00:48] – Welcome & Introduction to The Purpose Profit Shift[02:10] – Arnaud's Opening Remarks[05:24] – The Non-Negotiable Shift to Heart-Centered Work[06:58] – The Mission: Opening 1 Billion Hearts[10:33] – Arnaud's Spiritual Awakening at Age 13[12:18] – Reactions to Shifting from Tech/Finance to Spirituality[15:13] – Navigating Difficult Transformations & Trauma as a Leader[18:10] – Case Study: A CEO's Lawsuit as a Symbolic Challenge[20:51] – The Creation of the Heartful Method[23:28] – The ROI of the Heart: Data from the Heart Leadership Index[27:42] – Key Findings: Purpose, Non-Attachment, and Meditation[29:22] – The Impact of Coherence on Revenue & Resonant Growth[31:56] – Case Study: Tangible Business Outcomes from Heart Leadership[35:23] – Give Nation: Financial Literacy & Philanthropy for Kids & Underserved Communities[37:43] – The Heart Economy Movement: An Alternative to Extractive Capitalism[41:48] – Advice for Founders Struggling with Profit vs. Values[44:33] – How to Connect & Work with Arnaud[46:53] – Rachel's Closing Remarks & Resources[47:49] – Outro & Call to Action for ListenersFollow the Arnaud Saint-Paul:LinkedIn: https://www.linkedin.com/in/arnaudsaintpaul/Company's LinkedIn: https://www.linkedin.com/company/tapuat/Company's Website: https://tapuat.com/Follow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShifttMEKJW9Q

In this episode of The Purpose Profit Shift, host Rachel E. Bernier-Green speaks with J Laurence Sarno, a Member Owner, Culture Circle Lead, and Marketing & Business Development Circles at CoLab Cooperative (Part-time, Remote), a values-driven tech company that has operated without hierarchy for over 15 years. The conversation dives into how worker cooperatives function, what it means to make decisions by consent, and how businesses can grow without compromising their values. Together, they unpack what ownership, collaboration, and purpose look like when the people doing the work actually own the company.J Laurence Sarno joined CoLab in 2023 after years of experience in traditional corporate structures. At CoLab, Laurence is an equal owner and actively works in the culture, marketing, and business development circles. With a background in business development and a passion for culture building, Laurence brings a unique perspective to how businesses can scale impact while upholding democratic governance and collective ownership.Expect to LearnWhat it actually looks like to work at a non-hierarchical, worker-owned tech cooperativeHow Sociocracy and nonviolent communication support effective decision-makingWhy CoLab only works with mission-aligned clients and how that shapes their business strategyHow consent-based governance helps avoid decision paralysis and fosters shared responsibilityThe power of aligning pricing and profit with purpose, and how CoLab navigates financial sustainabilityEpisode Breakdown with Timestamps[00:00] – Teaser[01:02] – Introduction to CoLab Cooperative & The Worker-Owned Model[03:21] – The "Progress, One Mistake at a Time" Philosophy[07:03] – How Sociocracy and Governing by Consent Enables Collaboration[09:26] – Maintaining a Cohesive Culture Across Four Continents[12:02] – The Role of Nonviolent Communication in CoLab's Culture[17:02] – "Happiness" and Running Towards Difficult Conversations[20:07] – The Biggest Tension: Growing a Values-Based Business[23:31] – The "Financial Code Red" Trap and Investing in Internal Tools[27:50] – The Challenge of Strategy and Consensus Without Clear Goals[31:02] – Decision-Making in Practice: From Conflict to Consensus[39:07] – A Different Approach to Sales: Building for Client Success[42:43] – Client Retention and the Power of Long-Term Partnerships[48:29] – The Mindset of an Owner: Sharing Profit and Responsibility[50:06] – The Surprising Emotional Overhead of a Cooperative[54:02] – The Growing Tech Cooperative Movement and Catalytic Impact[56:02] – Closing Remarks & How to Connect with CoLab CooperativeFollow the guest, J Laurence SarnoLinkedIn: https://www.linkedin.com/in/jlaurencesarno/Website: https://www.colab.coop/ Resources: http://www.smallgiantsbook.com/Follow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift

In this episode of The Purpose Profit Shift, host Rachel E. Bernier-Green speaks with Anne Bahr Thompson, a leading CSR thought leader, author, and the creator of the Me-to-We Continuum. Anne has worked with some of the world’s largest brands, helping them move beyond superficial CSR efforts and align their business strategies with meaningful social impact. Join us as we discuss how businesses can harmonise purpose and profit, how leadership plays a crucial role, and why the future of business must be relational rather than transactional.Anne Bahr Thompson is a seasoned CSR thought leader and the author of Do Good: Embracing Brand Citizenship to Fuel Both Purpose and Profit. With extensive experience advising top global brands, Anne developed the Me-to-We Continuum, a framework that helps companies transition from self-interest to stakeholder citizenship. Her work challenges businesses to rethink the traditional balance between purpose and profit, helping them build sustainable, impactful strategies that serve a broad range of stakeholders.Expect to Learn:The Me-to-We Continuum: Anne's groundbreaking framework that helps businesses move from self-focused strategies to a holistic, stakeholder-centric approach.Why purpose and profit do not have to be at odds, and how companies can create a virtuous cycle of growth by benefiting everyone in their ecosystem.What stakeholder citizenship means, and how businesses can embrace a more integrated approach to corporate responsibility.The importance of leadership alignment: How getting clear on personal and organisational values is key to creating a brand that genuinely serves its purpose.How businesses can build trust, responsibility, community, and contribution through authentic, purpose-driven actions. Episode Breakdown with Timestamps:[00:00:00] – Teaser[00:01:11] – Welcome & Introduction to The Purpose Profit Shift[00:03:04] – The Pull from Corporate Branding to Deeper Purpose[00:05:56] – The Personal Reasons for Leaving Corporate Life[00:09:31] – A Childhood Letter to P&G: Early Brand Alignment Instincts[00:13:04] – Defining Stakeholder Citizenship vs. Shareholder Capitalism[00:16:57] – Breaking Down the "Me to We" Continuum Framework[00:22:04] – Contemplating a Book 2.0 and New Ideas on Coherence[00:26:50] – Data and Evidence: How Purpose Drives Profit and Growth[00:31:53] – Case Study: Nespresso's Sustainable Brand Strategy[00:40:00] – Advice for Navigating the Current Backlash Against Purpose[00:52:05] – How Personal Purpose Unfolds Over a Lifetime[00:56:01] – Creating Brave Spaces for Growth, Not Just Safe Spaces[00:59:00] – A Practical Framework for Uncovering Your Purpose[01:10:39] – A Pivotal Career Lesson on Relationships in Business[01:16:21] – Call to Action and Final TakeawaysFollow the guest, Anne BahrLinkedIn: https://www.linkedin.com/in/anne-bahr-thompson-626116/ Website: https://annebahrthompson.com/anne-bahr-thompson/ X: https://x.com/annebt?lang=en Follow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift

In this episode of Purpose Profit Shift, host Rachel E. Bernier-Green sits down with Ian Peterman, founder and CEO of Peterman Design Firm, to explore how conscious business design can lead to both profitability and sustainability. Ian shares how his journey through burnout, overwork, and business failure ultimately led him to build a thriving seven-figure company that prioritizes human well-being and purposeful impact. Together, they break down what it really takes to create a values-aligned business that doesn’t sacrifice your health or principles in pursuit of success.Ian Peterman is a seasoned designer, entrepreneur, and the founder of Peterman Design Firm, a conscious design studio known for creating environmentally responsible products and brands. With over 15 years of experience working with innovators and companies like HP and Nike, Ian is also the host of the Conscious Design Podcast and co-author of the book Conscious Design. His firm champions a four-day workweek and emphasizes a people-first culture that proves ethical business is not only possible, it's profitable.Expect to LearnHow Ian went from burnout and failure to building a thriving conscious design firmWhy traditional startup culture sets founders up for exhaustionThe real economics of shifting to a four-day workweekHow to build client relationships with clear boundaries and aligned valuesWhy pricing with transparency can actually strengthen your businessEpisode Breakdown with Timestamps[00:00:00] – Teaser[00:01:11] – Introduction to the Purpose Profit Shift and Guest Ian Peterman[00:02:32] – Childhood Entrepreneurship: The Greeting Card Business[00:06:29] – Personal Connections: Homeschooling and Family[00:08:16] – The First Adult Venture: Starting a Design Firm[00:12:11] – The "Business in a Box" Model and Its Challenges[00:16:02] – The Value of Cross-Functional Knowledge[00:21:04] – The Turning Point: Realizing the Grind Wasn't Working[00:29:41] – Implementing a Four-Day Work Week and Healthier Boundaries[00:36:29] – The Tactical Reality of Setting Boundaries[00:42:58] – Impact on Team Culture and Attracting Talent[00:48:16] – A Radical Pricing Strategy: Value, Certainty, and Filters[00:51:03] – Diversifying the Client Base and a Transparent Discovery Process[00:56:39] – The "Two-Way Filter" for Client and Company Alignment[00:59:34] – Phased Pricing to Avoid Stifling Creativity[01:00:11] – Building a Values-Aligned Team Through Conversation[01:04:50] – Prioritizing Family and Acting as a Buffer for the Team[01:06:35] – Trusting Your Team to Solve Problems and The Dangers of Micromanaging[01:10:26] – Conclusion and How to Connect with IanFollow the Guest Lan Peterman:LinkedIn: https://www.linkedin.com/in/ianpeterman/Ian’s Website: https://www.ianpeterman.com/Ian’s Podcast: https://www.consciousdesignhaus.com/category/podcast/Company's LinkedIn: https://www.linkedin.com/company/petermanfirm/Company's Website: https://www.petermanfirm.com/Follow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift

In this episode of The Purpose Profit Shift, host Rachel E. Bernier-Green speaks with Amy Keller, Co-Founder of Climate Candy, about how she's reshaping the candy industry by focusing on sustainability and environmental impact. Amy shares how her background in both the candy industry and climate-conscious entrepreneurship led her to create a business model that upcycles imperfect produce into healthy, sustainable fruit snacks. Learn how Climate Candy is proving that innovation, sustainability, and profitability can go hand in hand in even the most traditional industries.Amy Keller is the founder and CEO of Climate Candy, a company that transforms imperfect fruits and vegetables into healthy fruit chews, all while focusing on sustainability and reducing food waste. Previously, she was involved in her family’s candy business, Spangler Candy Company, and now, through Climate Candy, she is pioneering a new era in the food industry. Amy is a 7-time Ironman, a champion of environmental causes, and a 2025 Meaningful Business 100 winner for her innovative solutions to global challenges.Expect to LearnHow to build a business that balances purpose with profitabilityThe power of upcycling imperfect produce and reducing food wasteHow sustainability in business can be a competitive advantageWhy taking risks and remaining tenacious is essential for successThe challenges and triumphs of disrupting traditional industriesEpisode Breakdown with Timestamps[00:00] - Teaser[01:16] - Introduction to the Purpose Profit Shift and Guest Amy Keller[04:47] - Holding True to Mission While Scaling a Purpose-Driven Company[07:57] - The Unique Food Service and Impact Reporting Business Model[10:02] - Maintaining Environmental Standards and a "Seed to Market" Approach[11:52] - Winning the Google Single-Use Plastics Challenge[13:45] - Debunking the Myth That Sustainable Business is More Expensive[18:45] - The Biggest Surprises of Building a Profitable, Purposeful Company[21:17] - Convincing Traditional Funders and Distributors to Take a Chance[23:32] - Building the Right Team: Advisors and Fractional Employees[26:21] - Managing Pressure as a Purpose-Driven Founder[29:11] - The Vision for Climate Candy in Five Years[37:24] - Final Thoughts: The Power of a Clear MissionFollow the Guest Amy Keller:LinkedIn: https://www.linkedin.com/in/amygkeller/Company's LinkedIn: https://www.linkedin.com/company/climate-candy%E2%84%A2/Company's Website: https://climatecandy.com/Follow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift

In this episode of Purpose Profit Shift, host Rachel E. Bernier-Green speaks with Chris Bolman, founder of Brightest and executive director of The Brightest Foundation. They discuss how Chris left the high-growth tech world to create a platform that makes sustainability accessible, and what it really takes to build systems that transform society.Chris Bolman is a social entrepreneur and the visionary behind Brightest, a leading Environmental, Social and Governance (ESG) software platform serving nonprofits, startups, and Fortune 500s alike. With a background as VP of Marketing at Percolate and early work in solar energy, Chris combines tech expertise with a deep commitment to social impact.Expect to Learn:Why Chris left a successful career in tech to start a purpose-driven businessWhat it means to “build systems to change the system”How Brightest helps organizations measure ESG impact at scaleThe economics of pricing for impact while remaining profitableHow AI is transforming the future of sustainability and social enterpriseEpisode Breakdown with Timestamps:[00:00] – Teaser[01:05] – Introduction to the Purpose Profit Shift and Guest Chris Bolman[07:15] – From VP at a Sequoia-Backed Startup to Building for Purpose[11:05] – Building Systems to Change the System: The Brightest Mission[14:45] – Democratizing ESG: Why Brightest Serves Startups and Non-Profits[17:30] – The Portfolio Pricing Strategy: Balancing Profit and Purpose[21:27] – The Importance of B Corp Certification and Accountability[23:55] – How Brightest Tracks Its Own Impact and Operational Values[26:35] – The "Double Bottom Line": How Sustainability is Good for Business[29:10] – A Look Inside: How Brightest Uses Its Own Platform[31:05] – The Role of AI and Automation in Impact Measurement[33:28] – The Next Radical Shift: AI and the Integration of Purpose[38:41] – The Broader Impact of AI on Jobs and the Economy[42:42] – Consumer Responsibility and the Power of Your Dollar[44:59] – Chris's Personal Definition of Success and Work-Life Balance[48:52] – Closing Thoughts and How to Connect with BrightestFollow the Guest Chris Bolman:LinkedIn: https://www.linkedin.com/in/chrisbolman/ Company's LinkedIn: https://www.linkedin.com/company/brightestinc/ Company's Website: https://www.brightest.io/Follow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift

Heads up! You will hear the business name EJ Consortium, but that name has been changed to Thryvo Financial Advisory.-----In a role reversal episode of Purpose Profit Shift, host Rachel E. Bernier Green becomes the guest as she shares the story behind Purpose Profit Shift and her own entrepreneurial evolution. Interviewed by her cousin and creative partner Conchetta Woods, Rachel dives into how personal burnout, a collapsing ceiling, and a desire to create community wealth drove her to launch a new kind of business, a consulting firm helping purpose-driven entrepreneurs build sustainable, profitable companies that also change the world.Rachel E. Bernier Green is a social entrepreneur, activist, and the founder of Thryvo Financial Advisory, a finance and operations consulting firm serving mission-driven businesses. Formerly a corporate accountant and bakery owner, Rachel’s journey spans global impact, personal reinvention, and unwavering commitment to economic justice. Expect to Learn:How Rachel’s burnout and health challenges pushed her to pivot from corporate to entrepreneurship.The mission behind EJ Consortium and how it empowers other values-based businesses.Why many social enterprises fail, and what can be done differently to sustain impact.How to build a business that aligns with your personal values without sacrificing profit.Rachel’s vision for a new economy and the real reason behind launching Purpose Profit Shift.Episode Breakdown with Timestamps:[00:00] – Teaser[02:18] – Welcome and format twist: Rachel becomes the guest[05:28] – “This or That” game reveals Rachel’s business values[08:42] – Leaving corporate: burnout, baking, and breaking points[13:57] – Why she built a bakery that hired returning citizens[17:43] – Launching EJ Consortium: The mission, the model, and the mistake that inspired it[21:28] – Helping founders who want to do good but don’t know how[25:57] – Small business vs. scaling: how her firm works with all stages[28:49] – Mistakes entrepreneurs make when scaling too fast[31:18] – Why founders must value themselves in their pricing and schedules[33:34] – How to get started with Thryvo and what they offer[34:27] – Creating the podcast: The vision behind The Purpose Profit Shift[37:41] – Final reflections: You can change the world with your business Follow the Guest Concheta Woods:Personal Instagram: https://www.instagram.com/mrzchetta/Company's Instagram: https://www.instagram.com/dominionvideo/Company's landing page: https://www.dominionchi.com/followers-to-customers?fbclid=PAZXh0bgNhZW0CMTEAAadWBBd-fIbzpG5sCWExq2DIQZT2lNEPQNmYbpA5pC_fzcRY-KNvpBHTrouePw_aem_x6DQYVKtIu1akdkgZOjIGACompany's Sales page: https://www.dominiondesignsmm.com/10x-growth-6212?fbclid=PAZXh0bgNhZW0CMTEAAaeuh8pfnvpFDUpEhNdAEOOSTFxd2GQgEPpRWT2IT1ZPxv0pYc5m9ph2AJE6TA_aem_Q_sMWo8XkH_qVTaAWqvLqgFollow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift

In this episode of Purpose Profit Shift, host Rachel E. Bernier Green is joined by Deon Bonaparte, CEO of Threi Strategy and a brand strategist who is redefining how entrepreneurs turn personal challenges into community impact. Deon shares his powerful journey from growing up in difficult circumstances, graduating with a 1.7 GPA, and overcoming stuttering to becoming a visionary leader in brand strategy. This episode offers a deep dive into how Deon helps purpose-driven businesses, especially those led by BIPOC entrepreneurs, build strategies that close wealth gaps while driving profit and social impact.Deon Bonaparte is the CEO of Threi Strategy, a brand strategy firm dedicated to helping organizations, particularly BIPOC-led businesses, create meaningful impact through strategic branding and marketing. Deon’s personal story is one of resilience and transformation, overcoming significant obstacles in his life to become a trusted advisor to entrepreneurs looking to scale their businesses. His approach to brand strategy integrates purpose with action, enabling businesses to turn their missions into measurable, market-ready strategies.Expect to LearnDeon’s personal journey from academic struggles to building a successful career in brand strategy.How to identify hidden advantages in challenges and turn them into strengths for business growth.The role of purpose in shaping strategic business decisions and how it leads to long-term success.The power of self-awareness and faith in guiding business strategy and leadership.Insights into growing a business with a clear focus on purpose and community impact.Episode Breakdown with Timestamps:[00:00] - Teaser[01:02] - Introduction to Deon Bonaparte[04:12] - Realization of Strengths by Deon[08:31] - Identifying Hidden Advantages[13:33] - Breaking Through Business in 30 Days[23:36] - Lessons from a Failed Business[32:03] - Signal to Noise[38:11] - Embracing Authenticity and How Imperfections are often Strengths[47:53] - God redirects us to our paths[51:30] - Impact of Threi on the World[55:21] - Closing Thoughts: A final reflection on the importance of purpose and strategy in businessFollow the Guest Deon:LinkedIn: https://www.linkedin.com/in/deon-bonaparte-0087a0169/ Instagram: https://www.instagram.com/deon_bonaparte/ Company’s LinkedIn: https://www.linkedin.com/company/threi-strategy/ Company’s Website: https://www.threistrategy.com/ Follow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift

In this episode of Purpose Profit Shift, host Rachel Bernier Green speaks with David Lidz, founder of Appalachian Field Services (AFS) Builds and co-founder of WaterBottle Co‑Op, a worker-owned real estate cooperative revitalizing West Baltimore through equitable, community-centered housing. David shares his powerful journey from government relations in D.C. to homelessness and recovery, and ultimately to building a social enterprise rooted in worker ownership and shared equity.David Lidz is the founder of AFS Builds and co-founder/CEO of WaterBottle Co‑Op, where he leads community-centered real estate development that empowers workers and addresses systemic inequality. His innovative "community equity model" prioritizes local ownership and economic upliftment for marginalized workers.Expect to LearnHow personal recovery fueled David’s vision for social entrepreneurship.The role of AFS Builds in the foundation of WaterBottle Co‑Op.What makes the worker-owned cooperative model effective in real estate.How WaterBottle Co‑Op is reversing exploitative patterns in housing markets.The financial strategies behind equitable real estate and community ownership.The difference between restorative rehab and extractive flippingDavid’s Reading ListEpisode Breakdown with Timestamps[00:00]: Introduction[06:15]: From Government Relations to Addiction and Recovery[13:45]: What kept you going after Recovery[16:53]: Transition from a Traditional Business Owner[21:24]: Appalachian Field Service Needed to be a Worker Co-Op[25:57]: Benefits of Non-Extractive Financing Models[34:16]: Walking Away after the Bill Passed[38:03]: Measuring Success: From 3 to 30+ Properties and $6.5M Raised[45:43]: The Impact Real Estate Portfolio: A National Replication Model[56:00]: Holistic Healing Through Business and Community Empowerment[58:54]: Where to Find David and Learn MoreFollow Guest David:LinkedIn: https://www.linkedin.com/in/davidlidz/ Company’s Website: https://www.waterbottle.coop/ Company’s Instagram: https://www.instagram.com/waterbottlecooperative/Company’s 2nd LinkedIn: https://www.linkedin.com/company/appalachian-field-services/Company’s 2nd Website: https://www.afsbuilds.com/ Company’s 2nd Instagram: https://www.instagram.com/afsbuilds/ Follow the Host, Rachel Bernier-Green:LinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoTiktok: www.tiktok.com/@jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift

In this episode of Purpose Profit Shift, host Rachel Bernier Green sits down with Iris Nichole Patterson, a remarkable entrepreneur and cancer survivor who turned her adversities into a thriving healthcare empire. Iris shares her incredible journey, from becoming a teen mother to surviving stage 4 cancer, building a $1.6 million healthcare business, Chicago Integrated Health, which offers community-driven wellness services. Iris discusses her journey of self-discovery, the power of curiosity, and how she leveraged her personal experiences to create impactful solutions in health and wellness, all while maintaining her commitment to serving her community.Iris Nichole Patterson is an entrepreneur, stage-4 cancer survivor, and founder of Chicago Integrated Health, a family-owned wellness practice that offers personal training, nutrition coaching, and massage therapy services. Iris’s entrepreneurial journey began when she formulated hair care products in her kitchen, eventually landing them in Whole Foods. Her company now employs 50 staff members and has expanded to include various health and wellness services. Iris is passionate about improving the health of her community, particularly by providing high-quality care to those in need, including Medicaid and Medicare recipients. Expect to LearnIris’s journey from being a teen mother to building a $1.6 million business in the healthcare industry.How she overcame challenges such as being told she couldn’t succeed and transitioned from survival mode to thriving in entrepreneurship.The power of curiosity and how Iris’s love for research led her to create products like Iris Botanicals.Insights on maintaining a holistic health approach, especially after surviving stage 4 colon cancer.How Chicago Integrated Health is revolutionizing the healthcare space by offering services to Medicaid and Medicare recipients and prioritizing staff wellness. Episode Breakdown with Timestamps[00:00:00] - Introduction to Iris Nichole Patterson[00:04:02] - The Struggles of Becoming a Teen Mother[00:12:08] - Building Iris Botanicals and Getting Into Whole Foods[00:22:58] - The Impact of Stage 4 Colon Cancer on Iris's Perspective[00:30:01] - How Iris Created a Healthcare Environment[00:39:45] - The Importance of Western Medicine[00:40:55] - The Role of Chemotherapy in Changing Perspective.[00:49:32] - Quality Drugs with Health Insurance[00:57:59] - Advice for other Entrepreneurs [01:00:07] - Closing Thoughts: Talk to the 16-year-old teen mom Follow the GuestLinkedIn: https://www.linkedin.com/in/irispatterson/ Facebook: https://www.facebook.com/irisnichole/ Instagram: https://www.instagram.com/irisnicholepatterson/ Linktree: https://linktr.ee/irisnicholepatterson?utm_source=linktree_profile_share&ltsid=56914a5f-1a73-4705-99f3-ca85ce051950 YouTube: www.youtube.com/@ThriveEmbracingLifeAfterCancer Email: [email protected] Company’s Website: https://www.integratedhealthchicago.com/ Company’s Instagram: https://www.instagram.com/chicagointegratedhealth/?hl=en Company’s Facebook: https://www.facebook.com/chicagointegratedhealth?mibextid=ZbWKwL Follow the HostLinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift

In this episode of The Purpose Profit Shift, host Rachel Bernier Green is joined by Rendel Solomon, a former managing director in private equity who pivoted to become a purpose-driven entrepreneur after the deaths of George Floyd and Breonna Taylor. Rendel shares his journey from corporate success to his commitment to democratizing wealth and fostering racial equity through finance. He discusses his ventures, including InHeirit, an AI-driven estate planning platform, and One Stock-One Future, an initiative to turn youth into shareholders. The conversation explores the intersection of systemic change, sustainable revenue, and the entrepreneurial spirit.Rendel Solomon is a Chicago-based entrepreneur, financial activist, and advocate for wealth democratization. After spending 13 years in private equity, where he rose to the position of managing director, Rendel left his lucrative career in 2020 to pursue racial equity through finance. He co-founded InHeirit, an AI estate planning platform, and One Stock-One Future, a program that gives youth the opportunity to become public company shareholders. Rendel is also a TEDx speaker and has received numerous accolades for his work in financial literacy and racial justice.Expect to LearnThe story behind Rendel’s transition from private equity to purpose-driven entrepreneurship.How InHeirit is disrupting the estate planning industry by making the process more affordable and accessible.The impact of One Stock-One Future and how it empowers youth by turning them into shareholders.Insights into the challenges of balancing capitalism with anti-oppression efforts.How Rendel navigates the tension between systemic change and generating sustainable revenue for his businesses. Episode Breakdown with Timestamps[00:00:00] - Introduction[00:05:07] - Rendel’s Story[00:22:30] - Rejecting Hustle Culture[00:30:09] - Quick Early Career Story[00:35:34] - How InHeirit is Solving Problems[00:42:16] - One Stock One Future - Navigating the Tensions[00:52:53] - The First Step[00:58:44] - Vision for a Truly Equitable Economy[01:09:10] - Learning is a Journey[01:12:03] - Closing Thoughts: Connect with Rendel and The Ongoing Journey of Purpose Profit Shift Follow the GuestLinkedIn: https://www.linkedin.com/in/rendelsolomon/Website:https://linktr.ee/RendelsolomonInstagram: https://www.instagram.com/rendel_solomon/?hl=enX: https://x.com/RendelSolomonCompany’s LinkedIn: https://www.linkedin.com/company/getInHeirit/Company’s Website: https://www.getInHeirit.com/who-we-areFollow the HostLinkedIn: https://www.linkedin.com/in/rachelberniergreen/Website: www.instagram.com/jointhryvo/Instagram: www.instagram.com/jointhryvo/LinkedIn (Company): www.linkedin.com/company/jointhryvo/Twitter/X: x.com/jointhryvoFacebook: www.facebook.com/jointhryvoListening Links:Spotify: https://open.spotify.com/show/0kmrlBqo4QHftlfmqo2Q32Apple: https://podcasts.apple.com/us/podcast/the-purpose-profit-shift/id1829627732Youtube: https://www.youtube.com/@PurposeProfitShift

Welcome to The Purpose Profit Shift, the podcast that’s reshaping how we think about business success. Hosted by Rachel E. Bernier-Green, MST - social entrepreneur, speaker, and founder of EJ Consortium - this show explores what happens when purpose and profit move together.In each episode, Rachel sits down with visionary founders, bold investors, and community change-makers who are building thriving businesses rooted in equity and impact. They share real stories, hard-won lessons, and the strategies behind building operations that uplift communities, close wealth gaps, and grow without losing sight of values.If you're ready to scale responsibly, lead with intention, and transform the way business is done, this is your place.Subscribe now and join the movement toward a more just, sustainable, and profitable future. New episode coming soon.