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THE TOOLS

Resource Detail

10 tips to speed your transition to an impact finance career

Article

ImpactAlpha. Authors Aunnie Patton Power and Ashley Lewis

PART 2 The Purposeful Investment Landscape

Traditional Wealth Management

A Green Look at How They Work

Provides essential tips and strategies to successfully transition into the impact finance sector, making it a valuable resource for investors looking to understand and capitalize on this growing field.

ImpactAlpha’s article “10 tips to speed your transition to an impact finance career” (Aunnie Patton Power & Ashley Lewis) offers ten practical, actionable steps—clarifying your WHY, mapping roles, exploring the broader employer landscape, bridging skills gaps, networking, becoming fluent in impact, researching organizations, preparing for rigorous interviews, and designing a transition plan—that explain how talent and capability shifts enable the growing impact finance sector; it is included in Part 2: The Purposeful Investment Landscape under the Traditional Wealth Management chapter (subchapter: A Green Look at How They Work) because the guidance helps wealth managers and investors understand how to recruit, upskill, advise, and integrate human-capital strategies as they transition traditional wealth practices toward purposeful, impact-focused investing.

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