Journal

Allena Fleming Allena Fleming

SCHO Private Wealth: Transforming Brand Strategy for Impact-Oriented Wealth Management

SCHO Private Wealth is a team of next-era financial professionals operating within Merrill Lynch's private wealth group. They specialize in challenging the status quo by providing financial advisory services to ultra-high-net-worth individuals, with a focus on impact-oriented wealth management strategies.

SCHO was established in 2021 by Kanwar Singh, who leveraged his 17 years of expertise in the industry to reimagine how money moves through the world. Although Kanwar was clear about the work his team is meant to do in the world, on the surface they were hard to distinguish from other high net worth advisors. As a result, SCHO was not bringing in the kinds of clients they feel most called to serve—-clients who want to create conscious momentum with their money and tip the scale toward a more equitable society.

A two-time Forbes-SHOOK Best-in-State Wealth Advisor, Kanwar knew the disconnect between SCHO’s existing and ideal client base wasn’t coming from a lack of expertise or competence. It was coming from something so simple: an outdated narrative about the work SCHO can do for ultra-high-net-worth clients.

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Allena Fleming Allena Fleming

Embracing Human-Centric Marketing: The Power of AI

Can AI be leveraged to create human-centric marketing? Businesses are constantly looking for innovative ways to connect with their target audience and create meaningful customer experiences—AI might be able to help create impactful marketing campaigns in unique ways.

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Allena Fleming Allena Fleming

Brand Identity vs. Brand Strategy

Successful brands don’t just happen! Your favorite brands have a really solid brand strategy and brand identity in place to help drive their profits and positive customer experiences. Many people use the terms "brand strategy" and "brand identity" interchangeably, but they’re two completely separate end-products that are crucial to how well a brand’s messaging and visuals perform.

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Allena Fleming Allena Fleming

Why is There (Still) a Gender Gap in Business Funding?

It’s 2023 and there’s still a significant gap in venture capital funding between male-owned businesses and women-owned businesses. What gives? Why do women have to fight so hard to earn the funds they need and deserve, in order to have a running shot at owning a business? Let’s unpack it.

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Allena Fleming Allena Fleming

Fearless Foundry’s Favorite Women-Owned Businesses

Women-owned businesses help break down gender stereotypes, contribute significantly to the economy by creating jobs and generating income, and promote gender equality by providing women with opportunities to succeed in the business world.

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Allena Fleming Allena Fleming

Fearless Foundry's Favorite Black-Owned Businesses

Despite their estimated $141.1 billion in annual receipts and $42.2 billion in annual payroll, Black-owned businesses still face challenges and obstacles, such as limited access to capital, lower levels of business ownership, and a smaller customer base. Increasing the amount of support for Black-owned businesses is a way to improve economic equality and address the systemic inequalities that have historically hindered the growth and success of Black-owned companies.

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Allena Fleming Allena Fleming

5 Tips for Work-Life Balance During the Holiday Season

Cozy blankets, decorated trees, warm beverages, and the spirit of giving have us excited for the holiday season. Even though this time of the year is merry and bright, we recognize that it can be stress inducing. Whether you’re a solopreneur, have a team of employees, or work for a company, these 5 tips can help you find balance during the holidays.

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Allena Fleming Allena Fleming

Email Marketing Cleanup Tips You Need in Your Corner

A clean email list helps ensure you’re targeting the right audience for your brand and may increase your return on investment over time. Let’s take a more in-depth look at how to keep your email list tidy!

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Allena Fleming Allena Fleming

Shop These 16 Artisans to Support Local Businesses

At Fearless Foundry, we believe in choosing local whenever possible. Our fully remote team represents many different cities across the US, so we asked everyone to share a few of their favorite local artisans and makers. We hope you’ll feel inspired to support the local artisans in your city!

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