https://simplecast.com The Human Advisor Get inspired to do the best work of your life with real, unvarnished stories by and for independent financial advisors. Only on The Human Advisor, hosted by Altruist. Altruist Corp en Tue, 29 Nov 2022 07:50:00 +0000 Tue, 15 Jul 2025 23:00:33 +0000 https://humanadvisorpodcast.com The Human Advisor https://image.simplecastcdn.com/images/14a4b99b-2e45-4991-bf60-51006dbaf9d6/e790f06b-f542-4610-9c1f-6fcd56c902b2/3000x3000/tha-cover-3000x3000.jpg?aid=rss_feed https://humanadvisorpodcast.com episodic Get inspired to do the best work of your life with real, unvarnished stories by and for independent financial advisors. Only on The Human Advisor, hosted by Altruist. Altruist false https://feeds.simplecast.com/F8HShF2K financial advice, financial advisors, fintech, investing, startup Jason Wenk john@altruist.com 7b1408e3-33ad-4ff4-ba97-82f55843bba3 Larry Sprung on building an inclusive practice inspired by family values Watch on YouTube

Discover more on our network ► https://grow.altruist.com/

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST:

We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. 

Learn how we can help you grow ► https://altruist.com/product/

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. 

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation. © 2022 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

]]> Tue, 29 Nov 2022 07:50:00 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/larry-sprung-on-building-an-inclusive-practice-inspired-by-family-values-NJDQBFmX Watch on YouTube

Discover more on our network ► https://grow.altruist.com/

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST:

We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. 

Learn how we can help you grow ► https://altruist.com/product/

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. 

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation. © 2022 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

]]> Larry Sprung on building an inclusive practice inspired by family values Jason Wenk 00:27:35 At a young age, Larry Sprung quickly learned the value of a dollar. Losing his mother early on, Larry watched his father stretch every penny to care for him and his sister. These family values are the foundation on which he built Mitlin Financial. Larry gives insight into how he structures his firm to scale and nurture lasting relationships, his best practice management tips, and building an inclusive culture based on human connection. Plus, learn about the special meaning behind his firm’s name. At a young age, Larry Sprung quickly learned the value of a dollar. Losing his mother early on, Larry watched his father stretch every penny to care for him and his sister. These family values are the foundation on which he built Mitlin Financial. Larry gives insight into how he structures his firm to scale and nurture lasting relationships, his best practice management tips, and building an inclusive culture based on human connection. Plus, learn about the special meaning behind his firm’s name. financial services, financial advisors false full 33 86cf9831-09c6-4244-9391-cdcae13fe6b4 Dr. Preston Cherry on striking a balance between life goals and money Watch on YouTube

Discover more on our network ► https://grow.altruist.com/

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST:

We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. 

Learn how we can help you grow ► https://altruist.com/product/

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. 

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation. © 2022 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

]]> Tue, 22 Nov 2022 07:50:00 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/dr-preston-cherry-on-striking-a-balance-between-life-goals-and-money-2yaLdjHG Watch on YouTube

Discover more on our network ► https://grow.altruist.com/

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST:

We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. 

Learn how we can help you grow ► https://altruist.com/product/

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. 

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation. © 2022 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

]]> Dr. Preston Cherry on striking a balance between life goals and money Jason Wenk 00:29:52 Dr. Preston Cherry of Concurrent Financial Planning has put together a toolbox for his clients built on what they really want from their life. It starts with an honest self-audit: admit where you are, acknowledge how you feel about it, and take action. In this episode, Dr. Cherry explains what Life Money Balance™ is, why he leads with it, how he’s helping clients live their most fulfilling lives, and the psychology of money. Dr. Preston Cherry of Concurrent Financial Planning has put together a toolbox for his clients built on what they really want from their life. It starts with an honest self-audit: admit where you are, acknowledge how you feel about it, and take action. In this episode, Dr. Cherry explains what Life Money Balance™ is, why he leads with it, how he’s helping clients live their most fulfilling lives, and the psychology of money. financial services, financial advisors, cfp false full 32 b5d5ef00-70de-4323-8e98-712fe4e58261 Anna N’Jie Konte on empowering women in the financial industry Watch on YouTube

Discover more on our network ► https://grow.altruist.com/

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST:

We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. 

Learn how we can help you grow ► https://altruist.com/product/

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. 

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation. © 2022 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

]]> Tue, 15 Nov 2022 07:50:00 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/anna-njie-konte-on-empowering-women-in-the-financial-industry-SfOgELHC Watch on YouTube

Discover more on our network ► https://grow.altruist.com/

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST:

We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. 

Learn how we can help you grow ► https://altruist.com/product/

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. 

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation. © 2022 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

]]> Anna N’Jie Konte on empowering women in the financial industry Jason Wenk 00:27:27 Anna N'Jie Konte is passionate about empowering minority women, especially as a mother to three young girls. Like many other women in this industry, her journey to becoming a financial advisor wasn't easy, but she is proof that it's possible. In this episode, Anna shares her steps to becoming a successful entrepreneur. She explains how she helps clients by leading with financial education and shares why being true to herself has helped her build and attract the right clientele. Anna N'Jie Konte is passionate about empowering minority women, especially as a mother to three young girls. Like many other women in this industry, her journey to becoming a financial advisor wasn't easy, but she is proof that it's possible. In this episode, Anna shares her steps to becoming a successful entrepreneur. She explains how she helps clients by leading with financial education and shares why being true to herself has helped her build and attract the right clientele. financial services, financial advisors, rias, cfp false full 31 f31e1263-7f24-4d76-95f0-5546ef1f4e6c Matthew Ricks on balancing family, finding community, and serving special needs clients Watch on YouTube

Discover more on our network ► https://grow.altruist.com/

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST:

We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. 

Learn how we can help you grow ► https://altruist.com/product/

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. 

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation. © 2022 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

]]> Tue, 8 Nov 2022 07:50:00 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/matthew-ricks-on-balancing-family-finding-community-and-serving-special-needs-clients-SgfYUbXw Watch on YouTube

Discover more on our network ► https://grow.altruist.com/

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST:

We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. 

Learn how we can help you grow ► https://altruist.com/product/

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. 

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation. © 2022 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

]]> Matthew Ricks on balancing family, finding community, and serving special needs clients Jason Wenk 00:32:03 Matthew Ricks believes that every advisor needs a community to lean on. Through his advisor community, he found the courage to set out and become an entrepreneur. On his path, through pro bono work, Matthew Ricks discovered a gap in the disabled and special needs community. Determined to serve this community, he tailored his practice to be fully accessible and inclusive, starting with his digital presence. In this episode, Matthew shares why he decided to start Haystack Financial Planning, how he got the confidence to go independent, and how he balances it all while raising two young children with his wife. Matthew Ricks believes that every advisor needs a community to lean on. Through his advisor community, he found the courage to set out and become an entrepreneur. On his path, through pro bono work, Matthew Ricks discovered a gap in the disabled and special needs community. Determined to serve this community, he tailored his practice to be fully accessible and inclusive, starting with his digital presence. In this episode, Matthew shares why he decided to start Haystack Financial Planning, how he got the confidence to go independent, and how he balances it all while raising two young children with his wife. financial services, financial advisors, rias false full 30 084a815a-d7c2-4b1a-81d8-961155752d76 Preston McSwain on humanizing the business of advising Watch on YouTube

Discover more on our network ► https://grow.altruist.com/

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST:

We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. 

Learn how we can help you grow ► https://altruist.com/product/

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. 

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation. © 2022 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

]]> Tue, 1 Nov 2022 06:50:00 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/preston-mcswain-on-humanizing-the-business-of-advising-AH4__QQi Watch on YouTube

Discover more on our network ► https://grow.altruist.com/

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST:

We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. 

Learn how we can help you grow ► https://altruist.com/product/

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. 

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation. © 2022 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

]]> Preston McSwain on humanizing the business of advising Jason Wenk 00:32:11 From humble beginnings to founding Fiduciary Wealth Partners, Preston McSwain’s journey is laced with pivotal moments that shaped how he guides his clients. At the center of everything are the people he serves. Preston recommends advisors look beyond the quantitative aspect of advising and instead focus on understanding the human connection. To be an effective advisor, knowing what’s important to the client is the key to building a thoughtful financial plan. From humble beginnings to founding Fiduciary Wealth Partners, Preston McSwain’s journey is laced with pivotal moments that shaped how he guides his clients. At the center of everything are the people he serves. Preston recommends advisors look beyond the quantitative aspect of advising and instead focus on understanding the human connection. To be an effective advisor, knowing what’s important to the client is the key to building a thoughtful financial plan. financial services, financial advisors, rias false full 29 8eaeb509-8870-4ce4-aa51-a669ae856e70 Lazetta Rainey Braxton on how representation can change the finance industry  

Watch on YouTube

 

Discover more on our network ► https://grow.altruist.com/

 

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

 

ABOUT ALTRUIST:

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size.

 

Learn how we can help you grow ► https://altruist.com/product/

 

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

 

Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided.

 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors.

 

All Copyright 2021 Altruist Corp

]]> Wed, 16 Feb 2022 14:45:00 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/lazetta-rainey-braxton-on-how-representation-can-change-the-finance-industry-Q2Bn8MPM  

Watch on YouTube

 

Discover more on our network ► https://grow.altruist.com/

 

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

 

ABOUT ALTRUIST:

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size.

 

Learn how we can help you grow ► https://altruist.com/product/

 

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

 

Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided.

 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors.

 

All Copyright 2021 Altruist Corp

]]> Lazetta Rainey Braxton on how representation can change the finance industry Jason Wenk 00:37:31 The founder of Lazetta & Associates is ready for the tough conversations about her work, the industry, and how to give more Black women a seat at the table. For Lazetta Rainey Braxton, being an advisor is more than a job—it’s a calling. In this episode of The Human Advisor, Lazetta discusses her journey as a financial advisor, why advisors need to adapt to the times, and what it’s going to take for things to change in the industry. The founder of Lazetta & Associates is ready for the tough conversations about her work, the industry, and how to give more Black women a seat at the table. For Lazetta Rainey Braxton, being an advisor is more than a job—it’s a calling. In this episode of The Human Advisor, Lazetta discusses her journey as a financial advisor, why advisors need to adapt to the times, and what it’s going to take for things to change in the industry. false full 28 383182df-d5d1-450d-a283-b698f0c0d5e1 Anna N'Jie-Konte, Dr. David Rhoiney, and Emlen Miles-Mattingly on self-determination and representation  

Watch on YouTube

 

Discover more on our network ► https://grow.altruist.com/

 

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

 

ABOUT ALTRUIST:

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size.

 

Learn how we can help you grow ► https://altruist.com/product/

 

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

 

Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided.

 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors.

 

All Copyright 2021 Altruist Corp

]]> Wed, 2 Feb 2022 14:45:00 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/anna-njie-konte-dr-david-rhoiney-and-emlen-miles-mattingly-on-self-determination-and-representation-2TpuzKR8  

Watch on YouTube

 

Discover more on our network ► https://grow.altruist.com/

 

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

 

ABOUT ALTRUIST:

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size.

 

Learn how we can help you grow ► https://altruist.com/product/

 

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

 

Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided.

 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors.

 

All Copyright 2021 Altruist Corp

]]> Anna N'Jie-Konte, Dr. David Rhoiney, and Emlen Miles-Mattingly on self-determination and representation Jason Wenk 00:51:35 Can there be social equity without financial equity? For people without generational wealth, resourceful financial planning isn’t just about empowerment—it’s also about survival. In this special Black History Month episode of The Human Advisor, our host Dasarte Yarnway sits down with Anna N'Jie-Konte, Dr. David Rhoiney, and Emlen Miles-Mattingly. They discuss their journeys to self-determination and representation through wealth-building, and how their professional work helps them chart out a better future for their clients and communities. Can there be social equity without financial equity? For people without generational wealth, resourceful financial planning isn’t just about empowerment—it’s also about survival. In this special Black History Month episode of The Human Advisor, our host Dasarte Yarnway sits down with Anna N'Jie-Konte, Dr. David Rhoiney, and Emlen Miles-Mattingly. They discuss their journeys to self-determination and representation through wealth-building, and how their professional work helps them chart out a better future for their clients and communities. false full 26 0f87b2a7-7d55-45c7-8e70-4d1466dada27 Steve Lockshin on the power of being independent Watch on YouTube

00:00 Intro 

05:20 The importance of finding a mentor 

10:10 Being the number one financial advisor and the power of being independent 

13:03: Challenges of going independent 

20:30 Following advice from Warren Buffet and the importance of ‘not caring’ 

23:23 Starting Vanilla, what Steve can’t do, and investing 

25:56 Investing and getting more people at the table 

29:06 Advice for starting your own firm

Discover more on our network ► https://grow.altruist.com/

 

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

 

ABOUT ALTRUIST:

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size.

 

Learn how we can help you grow ► https://altruist.com/product/

 

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

 

Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided.

 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors.

 

All Copyright 2021 Altruist Corp

]]> Wed, 15 Dec 2021 14:45:00 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/steve-lockshin-Cis5b00l Watch on YouTube

00:00 Intro 

05:20 The importance of finding a mentor 

10:10 Being the number one financial advisor and the power of being independent 

13:03: Challenges of going independent 

20:30 Following advice from Warren Buffet and the importance of ‘not caring’ 

23:23 Starting Vanilla, what Steve can’t do, and investing 

25:56 Investing and getting more people at the table 

29:06 Advice for starting your own firm

Discover more on our network ► https://grow.altruist.com/

 

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

 

ABOUT ALTRUIST:

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size.

 

Learn how we can help you grow ► https://altruist.com/product/

 

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

 

Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided.

 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors.

 

All Copyright 2021 Altruist Corp

]]> Steve Lockshin on the power of being independent Jason Wenk 00:30:37 Nationally renowned advisor and entrepreneur Steve Lockshin has seen the ups and downs of the industry from the front row. But the one guiding light in his career has been believing in himself—even when he changes his mind. In this episode of The Human Advisor, Steve talks about his career, the importance of mentors, and building trust with your clients. Nationally renowned advisor and entrepreneur Steve Lockshin has seen the ups and downs of the industry from the front row. But the one guiding light in his career has been believing in himself—even when he changes his mind. In this episode of The Human Advisor, Steve talks about his career, the importance of mentors, and building trust with your clients. false full 25 8ee4e53e-4714-4aa6-a202-17fb6020776a Bill McNabb and Jason Wenk talk growth strategies and guiding principles for advisors Watch on YouTube

0:00 Intro

4:25 The importance of staying curious as an advisor and mastering your craft 

13:16 Principles to grow your business 19:59 Principles to run your business and adding value 

28:20 What does the advisor of the future look like? / The use of technology / Vanguard flywheel 

36:00 What are your clients looking for? 

39:15 Advice for the emerging advisor

Discover more on our network ► https://grow.altruist.com/

 

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

 

ABOUT ALTRUIST:

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size.

 

Learn how we can help you grow ► https://altruist.com/product/

 

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

 

Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided.

 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors.

 

All Copyright 2021 Altruist Corp

]]> Wed, 17 Nov 2021 14:45:00 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/bill-mcnabb-and-jason-wenk-BCpv_ipc Watch on YouTube

0:00 Intro

4:25 The importance of staying curious as an advisor and mastering your craft 

13:16 Principles to grow your business 19:59 Principles to run your business and adding value 

28:20 What does the advisor of the future look like? / The use of technology / Vanguard flywheel 

36:00 What are your clients looking for? 

39:15 Advice for the emerging advisor

Discover more on our network ► https://grow.altruist.com/

 

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

 

ABOUT ALTRUIST:

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size.

 

Learn how we can help you grow ► https://altruist.com/product/

 

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

 

Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided.

 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors.

 

All Copyright 2021 Altruist Corp

]]> Bill McNabb and Jason Wenk talk growth strategies and guiding principles for advisors Jason Wenk 00:44:33 Former Vanguard CEO Bill McNabb and Altruist CEO Jason Wenk know what it takes to be a great financial advisor: Be good to your clients. Integrity is key. Know a lot about everything. This may sound all well and good, but how do you actually go about putting these principles into practice? And how do they turn into the growth that you’re working so hard to achieve? That’s exactly what Bill, Jason, and host Dasarte Yarnway reveal in this eye-opening conversation. Former Vanguard CEO Bill McNabb and Altruist CEO Jason Wenk know what it takes to be a great financial advisor: Be good to your clients. Integrity is key. Know a lot about everything. This may sound all well and good, but how do you actually go about putting these principles into practice? And how do they turn into the growth that you’re working so hard to achieve? That’s exactly what Bill, Jason, and host Dasarte Yarnway reveal in this eye-opening conversation. false full 27 a093b215-c02e-4c08-884a-bbee4aea9e02 Mike Policar – The key to identifying new clients Watch on YouTube

0:00 Intro

1:58 Growing up and learning money / Money lesson at a young age

12:39 Becoming a financial advisor

15:57 Facing challenges as a financial advisor

20:01 Authenticity and being unapologetically you

24:30 Vision for going independent as a financial advisor and humanizing your practice

27:40 Advice for starting your own firm

30:32  Get in touch with Mike

 

Discover more on our network ► https://grow.altruist.com/

 

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

 

ABOUT ALTRUIST:

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size.

 

Learn how we can help you grow ► https://altruist.com/product/

 

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

 

Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided.

 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors.

 

All Copyright 2021 Altruist Corp

]]> Thu, 28 Oct 2021 13:45:00 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/ep-26-mike-policar-9PwS6D5C Watch on YouTube

0:00 Intro

1:58 Growing up and learning money / Money lesson at a young age

12:39 Becoming a financial advisor

15:57 Facing challenges as a financial advisor

20:01 Authenticity and being unapologetically you

24:30 Vision for going independent as a financial advisor and humanizing your practice

27:40 Advice for starting your own firm

30:32  Get in touch with Mike

 

Discover more on our network ► https://grow.altruist.com/

 

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

 

ABOUT ALTRUIST:

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size.

 

Learn how we can help you grow ► https://altruist.com/product/

 

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

 

Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided.

 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors.

 

All Copyright 2021 Altruist Corp

]]> Mike Policar – The key to identifying new clients Jason Wenk 00:31:31 Mike Policar found his passion for finance early, but it wasn’t until after a few professional detours that he discovered how to put that enthusiasm to work for himself and his clients. In this episode of The Human Advisor, the founder of NGP Financial Planning discusses his journey as a financial advisor, his philosophy on working with new people, and the one word he refuses to use when describing a potential client. Mike Policar found his passion for finance early, but it wasn’t until after a few professional detours that he discovered how to put that enthusiasm to work for himself and his clients. In this episode of The Human Advisor, the founder of NGP Financial Planning discusses his journey as a financial advisor, his philosophy on working with new people, and the one word he refuses to use when describing a potential client. false full 26 89dad02b-63ca-4600-b774-47b05570431c Lindsey Woodward – Attracting the right clients through authenticity Watch on YouTube

Discover more on our network ► https://grow.altruist.com/

0:00 Intro 

9:20 Becoming an advisor 

13:27 ESG investing

17:58 Walking in purpose 

22:37 Authentic Self & overcoming imposter syndrome

25:41 Scaling your business 

27:10 Stay in touch with Lindsey

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST:

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. 

Learn how we can help you grow ► https://altruist.com/product/

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided.

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. 

All Copyright 2021 Altruist Corp

]]> Wed, 13 Oct 2021 13:30:00 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/lindsey-woodward-attracting-the-right-clients-through-authenticity-unUTV02_ Watch on YouTube

Discover more on our network ► https://grow.altruist.com/

0:00 Intro 

9:20 Becoming an advisor 

13:27 ESG investing

17:58 Walking in purpose 

22:37 Authentic Self & overcoming imposter syndrome

25:41 Scaling your business 

27:10 Stay in touch with Lindsey

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST:

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. 

Learn how we can help you grow ► https://altruist.com/product/

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided.

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. 

All Copyright 2021 Altruist Corp

]]> Lindsey Woodward – Attracting the right clients through authenticity Jason Wenk 00:27:38 Growing up in small-town New Mexico taught Lindsey Woodward a lot about the value of authentic relationships. If you did something wrong, the whole community would hear about it in no time. There was no room to be a phony when everyone knew you. That experience now guides Lindsey’s work as an advisor, where she has built a career out of being her authentic self and helping clients build portfolios that align with their values. Growing up in small-town New Mexico taught Lindsey Woodward a lot about the value of authentic relationships. If you did something wrong, the whole community would hear about it in no time. There was no room to be a phony when everyone knew you. That experience now guides Lindsey’s work as an advisor, where she has built a career out of being her authentic self and helping clients build portfolios that align with their values. false full 25 a3110c51-da85-41a4-85e7-570df4187b09 Surya Metzler – The true meaning behind being wealthy and successful Watch on YouTube

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST: 

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. 

Learn more at altruist.com.

CONNECT WITH US:

Instagram ► https://bit.ly/3cNsF5K 

Twitter ► https://bit.ly/2ykku1L 

Linkedin ► https://bit.ly/3dYqDjc 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. 

All Copyright 2021 Altruist Corp

]]> Thu, 5 Aug 2021 13:33:20 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/surya-metzler-how-financial-literacy-impacts-wealth-and-success-APzAojNl Watch on YouTube

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST: 

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. 

Learn more at altruist.com.

CONNECT WITH US:

Instagram ► https://bit.ly/3cNsF5K 

Twitter ► https://bit.ly/2ykku1L 

Linkedin ► https://bit.ly/3dYqDjc 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. 

All Copyright 2021 Altruist Corp

]]> Surya Metzler – The true meaning behind being wealthy and successful Jason Wenk 00:25:14 At a young age, Surya Metzler saw how being rich manifested in many different ways. From the value of hard work to the importance of saving money, he shares how his family shaped his relationship with wealth and how he hopes to do the same for generations to come. At a young age, Surya Metzler saw how being rich manifested in many different ways. From the value of hard work to the importance of saving money, he shares how his family shaped his relationship with wealth and how he hopes to do the same for generations to come. false full 24 1bf7be50-d7c8-4ad4-aa9c-43427b273575 Emily Binder – How to better connect with clients through emerging technology Watch on YouTube

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST: 

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. 

Learn more at altruist.com.

CONNECT WITH US:

Instagram ► https://bit.ly/3cNsF5K 

Twitter ► https://bit.ly/2ykku1L 

Linkedin ► https://bit.ly/3dYqDjc 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. 

All Copyright 2021 Altruist Corp

]]> Wed, 21 Jul 2021 13:38:02 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/emily-binder-how-to-better-connect-with-clients-through-emerging-technology-4Kuiduvj Watch on YouTube

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST: 

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. 

Learn more at altruist.com.

CONNECT WITH US:

Instagram ► https://bit.ly/3cNsF5K 

Twitter ► https://bit.ly/2ykku1L 

Linkedin ► https://bit.ly/3dYqDjc 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. 

All Copyright 2021 Altruist Corp

]]> Emily Binder – How to better connect with clients through emerging technology Jason Wenk 00:30:23 “I don’t just do voice marketing. I try everything. It’s important to keep your knife sharp on all these different channels.” Emily Binder, the founder of WealthVoice, shares how she’s using emerging technology to help financial advisors reach more people and connect deeper—and all the lessons she’s learned while building her empire. “I don’t just do voice marketing. I try everything. It’s important to keep your knife sharp on all these different channels.” Emily Binder, the founder of WealthVoice, shares how she’s using emerging technology to help financial advisors reach more people and connect deeper—and all the lessons she’s learned while building her empire. false full 23 c2df7ab0-a63d-4a49-a26e-cdf21690eb11 Luis Rosa – How this young immigrant chased his American dream Watch on YouTube

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST: 

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. 

Learn more at altruist.com.

CONNECT WITH US:

Instagram ► https://bit.ly/3cNsF5K 

Twitter ► https://bit.ly/2ykku1L 

Linkedin ► https://bit.ly/3dYqDjc 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. 

All Copyright 2021 Altruist Corp

]]> Tue, 6 Jul 2021 13:55:33 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/luis-rosa-UlfjklXl Watch on YouTube

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST: 

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. 

Learn more at altruist.com.

CONNECT WITH US:

Instagram ► https://bit.ly/3cNsF5K 

Twitter ► https://bit.ly/2ykku1L 

Linkedin ► https://bit.ly/3dYqDjc 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. 

All Copyright 2021 Altruist Corp

]]> Luis Rosa – How this young immigrant chased his American dream Jason Wenk 00:29:52 “I realized a financial advisor was a problem-solver. He helped people with their goals. I fell in love with it, and I saw the impact you could have on others.” As a young immigrant growing up in New York City, Luis Rosa learned the value of a hard-earned dollar early in life. Now, it’s his mission to help minorities develop their financial literacy and start building generational wealth. “I realized a financial advisor was a problem-solver. He helped people with their goals. I fell in love with it, and I saw the impact you could have on others.” As a young immigrant growing up in New York City, Luis Rosa learned the value of a hard-earned dollar early in life. Now, it’s his mission to help minorities develop their financial literacy and start building generational wealth. false full 22 9483b02e-9f9e-4382-8200-769aea58b120 Jason Wenk – The road that led to Altruist Watch on YouTube

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST: 

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. 

Learn more at altruist.com.

CONNECT WITH US:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. 

All Copyright 2021 Altruist Corp

]]> Wed, 23 Jun 2021 13:54:00 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/jason-wenk-the-road-to-altruist-5F4oQkxo Watch on YouTube

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST: 

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. 

Learn more at altruist.com.

CONNECT WITH US:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. 

All Copyright 2021 Altruist Corp

]]> Jason Wenk – The road that led to Altruist Jason Wenk 00:57:03 From a young associate in New York City to the CEO of Altruist, Jason Wenk’s path has been illuminated by his guiding north star: to help more people. In this episode, Jason shares how his journey began and how it ultimately led to the creation of Altruist. From a young associate in New York City to the CEO of Altruist, Jason Wenk’s path has been illuminated by his guiding north star: to help more people. In this episode, Jason shares how his journey began and how it ultimately led to the creation of Altruist. false full 21 622a6539-f559-4eb3-a318-04b16d9ee3fb Ron Carson & Jason Wenk – 7 lessons from two visionary financial leaders Watch on YouTube

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST: 

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. 

Learn more at altruist.com.

CONNECT WITH US:

Instagram ► https://bit.ly/3cNsF5K 

Twitter ► https://bit.ly/2ykku1L 

Linkedin ► https://bit.ly/3dYqDjc 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. 

All Copyright 2021 Altruist Corp

]]> Tue, 19 Jan 2021 15:00:00 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/ron-carson-jason-wenk-6-lessons-from-two-visionary-financial-leaders-hYZ8_EGs Watch on YouTube

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST: 

Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. 

Learn more at altruist.com.

CONNECT WITH US:

Instagram ► https://bit.ly/3cNsF5K 

Twitter ► https://bit.ly/2ykku1L 

Linkedin ► https://bit.ly/3dYqDjc 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. 

All Copyright 2021 Altruist Corp

]]> Ron Carson & Jason Wenk – 7 lessons from two visionary financial leaders Jason Wenk 01:19:02 There is no shortage of passion for financial planning between our two most recent guests on The Human Advisor. Join Tyrone Ross as he hosts an intimate conversation with Ron Carson and Jason Wenk about their humble beginnings and what they see in the future for the financial advisors. From mindset to hacks to what kept them from quitting, here are 7 lessons from two of the greatest visionary leaders in the financial planning industry. There is no shortage of passion for financial planning between our two most recent guests on The Human Advisor. Join Tyrone Ross as he hosts an intimate conversation with Ron Carson and Jason Wenk about their humble beginnings and what they see in the future for the financial advisors. From mindset to hacks to what kept them from quitting, here are 7 lessons from two of the greatest visionary leaders in the financial planning industry. false full 20 691dfa79-92ba-4425-bb27-ad4ae5fa9f66 Nina O'Neal – Do right by your clients and watch your business grow Watch on YouTube

Timestamps:

08:20 – Strive to build long-lasting relationships with your clients

17:00 – Know your audience and know how to serve them

23:53 – Prospecting 101: Does this relationship have potential?

27:09 – Educational seminars for prospective clients

31:13 – Women empowering women

44:00 – “The Juggle is Real”

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST: 

Altruist helps advisors deliver better financial advice easier. Our platform helps advisors save 90% or more on software while increasing productivity 5x and providing their clients with a delightful user experience. 

Learn more about us ► https://altruist.com 

CONNECT WITH US: 

Instagram ► https://bit.ly/3cNsF5K 

Twitter ► https://bit.ly/2ykku1L 

Linkedin ► https://bit.ly/3dYqDjc 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. 

All Copyright 2020 Altruist Corp

]]> Tue, 26 May 2020 13:30:02 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/nina-oneal-do-right-by-your-clients-and-watch-your-business-grow-5YAXg_m6 Watch on YouTube

Timestamps:

08:20 – Strive to build long-lasting relationships with your clients

17:00 – Know your audience and know how to serve them

23:53 – Prospecting 101: Does this relationship have potential?

27:09 – Educational seminars for prospective clients

31:13 – Women empowering women

44:00 – “The Juggle is Real”

ABOUT THE HUMAN ADVISOR:

This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

ABOUT ALTRUIST: 

Altruist helps advisors deliver better financial advice easier. Our platform helps advisors save 90% or more on software while increasing productivity 5x and providing their clients with a delightful user experience. 

Learn more about us ► https://altruist.com 

CONNECT WITH US: 

Instagram ► https://bit.ly/3cNsF5K 

Twitter ► https://bit.ly/2ykku1L 

Linkedin ► https://bit.ly/3dYqDjc 

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. 

All Copyright 2020 Altruist Corp

]]> Nina O'Neal – Do right by your clients and watch your business grow Jason Wenk 00:51:04 Nina O'Neal has built a thriving practice with clients she loves by clearly demonstrating her personal core values and financial planning knowledge. She's found success by staying true to herself and by doing what's right for her clients — not what's popular to get paid. Nina will inspire you to figure out what your brand identity really is, how to build long-lasting meaningful relationships with your clients, and how to leverage those relationships for prospecting and business growth. Nina O'Neal has built a thriving practice with clients she loves by clearly demonstrating her personal core values and financial planning knowledge. She's found success by staying true to herself and by doing what's right for her clients — not what's popular to get paid. Nina will inspire you to figure out what your brand identity really is, how to build long-lasting meaningful relationships with your clients, and how to leverage those relationships for prospecting and business growth. false full 19 dc7bb165-dd8d-4d0c-bfac-92879a7d5a05 Cathy Curtis – Building a company that speaks to your ideal client Watch on YouTube

07:03 – Cathy explains why she only works with women

17:40 – Building a brand that your clients care about

20:10 – Connecting with the right people

31:26 – Integrating technology into your practice

36:04 – Giving back to the community

Learn how Altruist can help you optimize your business and reduce costs ► https://altruist.com/product

]]> Tue, 12 May 2020 13:00:10 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/cathy-curtis-building-a-company-that-speaks-to-your-ideal-client-eEvPdD_B Watch on YouTube

07:03 – Cathy explains why she only works with women

17:40 – Building a brand that your clients care about

20:10 – Connecting with the right people

31:26 – Integrating technology into your practice

36:04 – Giving back to the community

Learn how Altruist can help you optimize your business and reduce costs ► https://altruist.com/product

]]> Cathy Curtis – Building a company that speaks to your ideal client Jason Wenk 00:40:40 It’s not about how many clients you have, it’s about how well you serve the right clients. Cathy Curtis of Curtis Financial Planning built her practice for the audience she wants to work with. Her brand speaks directly to her clients' needs, and by defining and understanding her target audience, she’s built a thriving business that truly helps people. In this episode, you’ll learn how to define your brand to attract the right clientele, what it means to serve wealth management clients, and develop content that matters to the right people. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. It’s not about how many clients you have, it’s about how well you serve the right clients. Cathy Curtis of Curtis Financial Planning built her practice for the audience she wants to work with. Her brand speaks directly to her clients' needs, and by defining and understanding her target audience, she’s built a thriving business that truly helps people. In this episode, you’ll learn how to define your brand to attract the right clientele, what it means to serve wealth management clients, and develop content that matters to the right people. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. false full 18 9e08a549-8628-43a4-ade2-0b8b9222832e Brittney Castro – How to use social media and tech to grow your business Watch on Youtube

16:00 – Breaking the stigma around money

20:00 – Nurturing client relationships

27:33 – The path of building a business, brand, and vision

32:10 – Social media and marketing best practices

45:47 – Keeping up with climate change

Learn how Altruist can help you optimize your business and reduce costs:  https://altruist.com/product

]]> Tue, 28 Apr 2020 14:00:12 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/brittney-castro-how-to-use-social-media-and-tech-to-grow-faster-_MHXNUuV Watch on Youtube

16:00 – Breaking the stigma around money

20:00 – Nurturing client relationships

27:33 – The path of building a business, brand, and vision

32:10 – Social media and marketing best practices

45:47 – Keeping up with climate change

Learn how Altruist can help you optimize your business and reduce costs:  https://altruist.com/product

]]> Brittney Castro – How to use social media and tech to grow your business Jason Wenk 00:57:58 Brittney Castro of Financially Wise Inc, successfully incorporated social media and technology to build a thriving financial planning practice. In this episode, she shares her secrets on how to stand out from the crowd, tips on building a digital marketing presence that continues to generate leads, and how to use tech to connect with clients. Brittney also details why it’s important to set goals to create a cohesive vision for your business that attracts more clients. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. Brittney Castro of Financially Wise Inc, successfully incorporated social media and technology to build a thriving financial planning practice. In this episode, she shares her secrets on how to stand out from the crowd, tips on building a digital marketing presence that continues to generate leads, and how to use tech to connect with clients. Brittney also details why it’s important to set goals to create a cohesive vision for your business that attracts more clients. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. false full 17 e6ae1aed-fc83-4bd9-9b2e-594eec798533 Rene Nourse – Market to your prospect's lifestyle, not their wallet Watch on YouTube

Timestamps:

07:00 – From a psychology graduate to a CFP

20:00 – Breaking the stigma behind the firm’s name

33:25 – Urban Wealth’s prospect to client journey

46:50 – A social media strategy to attract clients 

]]> Tue, 14 Apr 2020 13:45:01 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/rene-nourse-market-to-your-prospects-lifestyle-Ifr_cvvc Watch on YouTube

Timestamps:

07:00 – From a psychology graduate to a CFP

20:00 – Breaking the stigma behind the firm’s name

33:25 – Urban Wealth’s prospect to client journey

46:50 – A social media strategy to attract clients 

]]> Rene Nourse – Market to your prospect's lifestyle, not their wallet Jason Wenk 00:53:41 Women empower women, and Rene Nourse of Urban Wealth Management is breaking down the door for herself and those behind her. In this episode, Rene explains how to attract clients by marketing to their lifestyle instead of their AUM, why financial planning and wealth management services are essential for business growth, and what traits to look for when hiring a financial planner or advisor. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. Learn more about us ► https://altruist.com/ Women empower women, and Rene Nourse of Urban Wealth Management is breaking down the door for herself and those behind her. In this episode, Rene explains how to attract clients by marketing to their lifestyle instead of their AUM, why financial planning and wealth management services are essential for business growth, and what traits to look for when hiring a financial planner or advisor. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. Learn more about us ► https://altruist.com/ false full 16 3954b00b-97d8-4a7b-a2c6-919593f02b69 Carl Richards, Emlen Miles-Mattingly, and Dasarte Yarnway – What to do when the plan blows up Watch on YouTube

]]> Mon, 6 Apr 2020 17:55:12 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/carl-richards-emlen-miles-mattingly-and-dasarte-yarnway-what-to-do-when-the-plan-blows-up-G9bR_vf4 Watch on YouTube

]]> Carl Richards, Emlen Miles-Mattingly, and Dasarte Yarnway – What to do when the plan blows up Jason Wenk 01:15:12 In this previously recorded live episode, Tyrone Ross leads a round table discussion with Carl Richards (The Behavior Gap), Dasarte Yarnway, and Emlen-Miles Mattingly. Together they discuss how to approach the uncertainty in today’s socioeconomic landscape. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. In this previously recorded live episode, Tyrone Ross leads a round table discussion with Carl Richards (The Behavior Gap), Dasarte Yarnway, and Emlen-Miles Mattingly. Together they discuss how to approach the uncertainty in today’s socioeconomic landscape. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. false bonus dd6dd2e0-b214-4c6a-853e-be3ea223d018 Courtney Ranstrom – Improving your EQ to build trust with clients Watch on YouTube

07:00 – Building confidence to run your business

12:50 – Helping individuals from the LGBTQ community who are transitioning 

18:00 – Dealing with sensitive situations through compassion & empathy

33:33 – What makes a good financial advisor

47:00 – Through change comes growth

]]> Tue, 31 Mar 2020 13:00:29 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/courtney-ranstrom-paving-the-way-for-financial-health-wellbeing-ByVAK1M7 Watch on YouTube

07:00 – Building confidence to run your business

12:50 – Helping individuals from the LGBTQ community who are transitioning 

18:00 – Dealing with sensitive situations through compassion & empathy

33:33 – What makes a good financial advisor

47:00 – Through change comes growth

]]> Courtney Ranstrom – Improving your EQ to build trust with clients Jason Wenk 00:49:47 At Trailhead Planners, Courtney Ranstrom takes a holistic approach and offers her clients a judgment-free zone where they can be themselves and share their story comfortably. In this episode, you'll learn why emotional intelligence is critical to have in your financial advice toolbox so you can help clients better, keep them happy, and increase retention as a result. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. At Trailhead Planners, Courtney Ranstrom takes a holistic approach and offers her clients a judgment-free zone where they can be themselves and share their story comfortably. In this episode, you'll learn why emotional intelligence is critical to have in your financial advice toolbox so you can help clients better, keep them happy, and increase retention as a result. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. false full 15 b5a5a583-8da3-4f02-b3b0-6a5c77cb942c Morgen Rochard – What really matters to clients Watch on YouTube

04:43 – The benefits of CFP certification and what needs improvement

11:27 – Why advisors need to rethink how they engage with clients in a digital age

28:22 – Organic marketing practices to help scale your business

45:55 – Embracing authenticity and leaving behind the expectations of your peers

Learn more about us  ► https://altruist.com/

]]> Tue, 17 Mar 2020 13:15:02 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/morgen-rochard-what-really-matters-to-clients-wVPiX5AR Watch on YouTube

04:43 – The benefits of CFP certification and what needs improvement

11:27 – Why advisors need to rethink how they engage with clients in a digital age

28:22 – Organic marketing practices to help scale your business

45:55 – Embracing authenticity and leaving behind the expectations of your peers

Learn more about us  ► https://altruist.com/

]]> Morgen Rochard – What really matters to clients Jason Wenk 01:02:13 When Morgen Rochard set out to build her business, Origin Wealth, she focused on traditional wealth management principles and investments. As she began working with clients, she quickly realized there was a disconnect between the services she offered and her client’s needs. To better align with those needs, Morgan restructured her practice with an emphasis on humanizing finances and bringing it back to the family system. By focusing on the person behind the financial transaction, she is able to gain a deeper understanding of what their true goals are and can help them achieve the legacy they envision. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. When Morgen Rochard set out to build her business, Origin Wealth, she focused on traditional wealth management principles and investments. As she began working with clients, she quickly realized there was a disconnect between the services she offered and her client’s needs. To better align with those needs, Morgan restructured her practice with an emphasis on humanizing finances and bringing it back to the family system. By focusing on the person behind the financial transaction, she is able to gain a deeper understanding of what their true goals are and can help them achieve the legacy they envision. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. false full 14 b204c7ca-64a6-495f-8a98-bc1e579c1674 Doug Boneparth – Building a successful business on your own terms Watch on Youtube

06:30 – The path that led to Boneparth Wealth

14:30 – From the ground up in New York City

26:00 – Marketing & branding best practices

53:45 – The influence of tech in finance

Learn more about us ► https://altruist.com/

]]> Tue, 3 Mar 2020 12:30:14 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/doug-boneparth-paving-your-own-path-as-a-financial-advisor-Fc2lov2G Watch on Youtube

06:30 – The path that led to Boneparth Wealth

14:30 – From the ground up in New York City

26:00 – Marketing & branding best practices

53:45 – The influence of tech in finance

Learn more about us ► https://altruist.com/

]]> Doug Boneparth – Building a successful business on your own terms Jason Wenk 01:10:40 Doug Boneparth needs no introduction, but few know the real story behind his success. While many may believe his path was easy, Doug paints an entirely different picture as he reveals his highs and lows along the way. He recounts the obstacles he overcame and lessons learned as he built his company and brand from the ground up. Doug discusses the power of authenticity in your brand and marketing, what it means to be an ally versus a savior, and the art of juggling business and family. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. Doug Boneparth needs no introduction, but few know the real story behind his success. While many may believe his path was easy, Doug paints an entirely different picture as he reveals his highs and lows along the way. He recounts the obstacles he overcame and lessons learned as he built his company and brand from the ground up. Doug discusses the power of authenticity in your brand and marketing, what it means to be an ally versus a savior, and the art of juggling business and family. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. false full 13 f1e2fa13-f7b7-4619-9a39-b1e50e9406c6 Ryan Hughes – The key to successful financial planning for clients Watch on YouTube

03:00 – The history of Bull Oak Financial.

10:30 – Leveraging tech for business success.

16:28 – Growing pains from launching your own RIA.

20:18 – The art of prospecting, on-boarding and marketing to attract the right clients.

]]> Tue, 18 Feb 2020 13:00:03 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/ryan-hughes-the-key-to-successful-financial-planning-B8uPgFlQ Watch on YouTube

03:00 – The history of Bull Oak Financial.

10:30 – Leveraging tech for business success.

16:28 – Growing pains from launching your own RIA.

20:18 – The art of prospecting, on-boarding and marketing to attract the right clients.

]]> Ryan Hughes – The key to successful financial planning for clients Jason Wenk 00:51:31 Launching your firm can be a stressful and painstaking process, but clearly defining your business objectives and identifying your target market will help you overcome obstacles and stand out from your competition. In this episode, Ryan Hughes of Bull Oak Capital discusses what it takes to build a successful company from the ground up. Ryan explains the importance of defining your brand and identifying with your audience. He also discusses how he uses robust financial planning to attract and retain clients. Launching your firm can be a stressful and painstaking process, but clearly defining your business objectives and identifying your target market will help you overcome obstacles and stand out from your competition. In this episode, Ryan Hughes of Bull Oak Capital discusses what it takes to build a successful company from the ground up. Ryan explains the importance of defining your brand and identifying with your audience. He also discusses how he uses robust financial planning to attract and retain clients. false full 12 73944c68-e12b-4632-ade4-a9e1df815ce7 Marci Bair & Victor Orozco – Serving the LGBTQ community and beyond Watch on YouTube

07:10 – A voice for the LGBTQ community.

12:40 – Advisors helping advisors serve the underserved.

28:00 – The power of empathy and the reward of an emotional paycheck.

31:34 – Know your client's comfort level with tech.

]]> Tue, 4 Feb 2020 13:00:10 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/marci-bair-victor-orozco-serving-the-lgbtq-community-and-beyond-IbBb4U01 Watch on YouTube

07:10 – A voice for the LGBTQ community.

12:40 – Advisors helping advisors serve the underserved.

28:00 – The power of empathy and the reward of an emotional paycheck.

31:34 – Know your client's comfort level with tech.

]]> Marci Bair & Victor Orozco – Serving the LGBTQ community and beyond Jason Wenk 01:02:35 “We are all human.” Everyone deserves access to financial advice and Marci Bair and Victor Orozco, are making sure that happens. In this episode, see how Bair Financial’s transparency around equality and acceptance is helping the LGBTQ community seek the financial advice they need to live life on their terms without biases, judgment, or prejudices. “We are all human.” Everyone deserves access to financial advice and Marci Bair and Victor Orozco, are making sure that happens. In this episode, see how Bair Financial’s transparency around equality and acceptance is helping the LGBTQ community seek the financial advice they need to live life on their terms without biases, judgment, or prejudices. false full 11 0577fb7b-628c-4af2-8165-a874a57e1b42 Scott Frank – Guiding clients through the financial maze Watch on Youtube

Timestamps:

11:50 – Financial advisors are not meant to be heroes.

16:00 – Marketing tips for advisors to cast a wider net.

17:09 – The EVOK method for uncovering what really matters.

20:40 – Tissues & chocolate: creating a safe space for clients.

27:50 – Three powerful questions to unlock the truth.

]]> Tue, 21 Jan 2020 13:00:02 +0000 john@altruist.com (Scott Frank, Tyrone Ross) https://humanadvisorpodcast.com/episodes/scott-frank-guiding-clients-through-the-financial-maze-lkeEPTSf Watch on Youtube

Timestamps:

11:50 – Financial advisors are not meant to be heroes.

16:00 – Marketing tips for advisors to cast a wider net.

17:09 – The EVOK method for uncovering what really matters.

20:40 – Tissues & chocolate: creating a safe space for clients.

27:50 – Three powerful questions to unlock the truth.

]]> Scott Frank – Guiding clients through the financial maze Scott Frank, Tyrone Ross 00:51:10 Knowing what matters most to your clients sets the foundation for financial planning. In this episode, Scott Frank, Founder of Stone Steps Financial, explains how he creates an environment for clients to explore what’s important to them and guides them through a financial planning process to help them realize their dreams. Learn about the EVOK method that Scott uses to get to know his clients, receive tips on growing your business by working with other advisors, and discover the three questions that help clients reveal what they really want. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. Knowing what matters most to your clients sets the foundation for financial planning. In this episode, Scott Frank, Founder of Stone Steps Financial, explains how he creates an environment for clients to explore what’s important to them and guides them through a financial planning process to help them realize their dreams. Learn about the EVOK method that Scott uses to get to know his clients, receive tips on growing your business by working with other advisors, and discover the three questions that help clients reveal what they really want. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. customer service, financial advisors, investing in people, money management, rias, wealth management false full 10 e14cb332-ed51-4608-a597-04715cc4587c Josh Brown – The man behind the legend Watch on YouTube

Timestamps:

09:20 – Creating a legacy for Ritholtz Wealth Management.

20:23 – Top trends in the industry and the importance of quality versus quantity.

28:50 – What triggers people to seek financial advice.

35:50 – Hot topics: Taking the high road & dealing with trolls.

Learn more about us ► https://altruist.com/

]]> Tue, 7 Jan 2020 13:00:04 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/josh-brown-the-man-behind-the-legend-TntxBT06 Watch on YouTube

Timestamps:

09:20 – Creating a legacy for Ritholtz Wealth Management.

20:23 – Top trends in the industry and the importance of quality versus quantity.

28:50 – What triggers people to seek financial advice.

35:50 – Hot topics: Taking the high road & dealing with trolls.

Learn more about us ► https://altruist.com/

]]> Josh Brown – The man behind the legend Jason Wenk 00:58:32 The Human Advisor heads to New York City to meet with the one and only Josh Brown, CEO of Ritholtz Wealth Management, CNBC contributor, and creator of The Reformed Broker. Get to know Josh on a personal level as he shares stories of growing up in Long Island and his journey to becoming one of the most recognized faces in the industry. In this episode, you’ll learn the importance of building a legacy for your employees, insight into the latest industry trends, and how to attract the right clientele for your firm. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. The Human Advisor heads to New York City to meet with the one and only Josh Brown, CEO of Ritholtz Wealth Management, CNBC contributor, and creator of The Reformed Broker. Get to know Josh on a personal level as he shares stories of growing up in Long Island and his journey to becoming one of the most recognized faces in the industry. In this episode, you’ll learn the importance of building a legacy for your employees, insight into the latest industry trends, and how to attract the right clientele for your firm. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. false full 9 9ef4edc8-74a1-4b2c-bc6c-f9945749af53 Tyrone Ross – A divinely redirected life Watch on YouTube

Timestamps:

06:00 — Life on Wall Street.

15:00 — Making peace with an unrealized dream.

20:00 — Redefining failure as an opportunity to inspire.

30:00 — Turning Divine intervention into purposeful living and serving others through proximity.

43:30 — Helping the underserved gain access to financial advice and resources.

Learn more about us ► https://altruist.com/

]]> Tue, 17 Dec 2019 13:00:09 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/tyrone-ross-a-divinely-redirected-life-Ee3DdPVa Watch on YouTube

Timestamps:

06:00 — Life on Wall Street.

15:00 — Making peace with an unrealized dream.

20:00 — Redefining failure as an opportunity to inspire.

30:00 — Turning Divine intervention into purposeful living and serving others through proximity.

43:30 — Helping the underserved gain access to financial advice and resources.

Learn more about us ► https://altruist.com/

]]> Tyrone Ross – A divinely redirected life Jason Wenk 00:58:24 “Absolutely nothing that you’ve been through in your life will be wasted. Nothing. Every pain, every struggle – nothing will be wasted. You have been given those experiences to turn them around and use them beyond yourself.” In this special edition of The Human Advisor, host Tyrone Ross sits on the other side of the table with Altruist CEO, Jason Wenk, as host. Tyrone shares his story of triumph, broken dreams, emotional struggles, and overcoming life obstacles. Tyrone reminds us that we’re not alone and despite all preparation to achieve a specific outcome, life can be unpredictable. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. “Absolutely nothing that you’ve been through in your life will be wasted. Nothing. Every pain, every struggle – nothing will be wasted. You have been given those experiences to turn them around and use them beyond yourself.” In this special edition of The Human Advisor, host Tyrone Ross sits on the other side of the table with Altruist CEO, Jason Wenk, as host. Tyrone shares his story of triumph, broken dreams, emotional struggles, and overcoming life obstacles. Tyrone reminds us that we’re not alone and despite all preparation to achieve a specific outcome, life can be unpredictable. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. false full 8 4bdc3822-5c11-40cc-9ecc-1ef33d1f5aa4 Justin Castelli & Taylor Schulte – Growing together through community Watch on YouTube

Timestamps:

02:00 – It all starts with the community.

18:30 – Incorporating technology and embracing a digital future.

23:00 – Why giving is essential for business growth.

41:27 – Best marketing practices for building your brand and sharing your story.

Learn more about us ► https://altruist.com/

]]> Tue, 3 Dec 2019 12:45:04 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/justin-castelli-taylor-schulte-growing-together-through-community-0Zk_fsRb Watch on YouTube

Timestamps:

02:00 – It all starts with the community.

18:30 – Incorporating technology and embracing a digital future.

23:00 – Why giving is essential for business growth.

41:27 – Best marketing practices for building your brand and sharing your story.

Learn more about us ► https://altruist.com/

]]> Justin Castelli & Taylor Schulte – Growing together through community Jason Wenk 00:58:52 When we work together, we succeed together. Justin Castelli and Taylor Schulte are helping advisors be and do better through the Advisor Growth Community. The community welcomes advisors from all backgrounds and fosters a positive environment with open conversations to help professionals learn and grow with one another. In this episode, you'll learn how a successful community is built, marketing best practices, and how to find your own voice to share in the advisor space. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. When we work together, we succeed together. Justin Castelli and Taylor Schulte are helping advisors be and do better through the Advisor Growth Community. The community welcomes advisors from all backgrounds and fosters a positive environment with open conversations to help professionals learn and grow with one another. In this episode, you'll learn how a successful community is built, marketing best practices, and how to find your own voice to share in the advisor space. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. false full 7 b8065648-9120-4d92-90d8-2e2f44523f9e Emlen Miles-Mattingly – Taking off the advisor mask  

Watch on YouTube

Timestamps:

02:55 – Using social media to reach more clients and grow business.

09:20 – The evolution of Gen Next Wealth.

14:50 – Meet your clients where they're at by offering multiple billing options.

29:00 – Breaking bread: The importance of building trust and investing time with clients.

Learn more about us ► https://altruist.com

]]> Mon, 18 Nov 2019 12:45:07 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/emlen-miles-mattingly-humanizing-the-advisor-experience-for-clients-gRfxmoHk  

Watch on YouTube

Timestamps:

02:55 – Using social media to reach more clients and grow business.

09:20 – The evolution of Gen Next Wealth.

14:50 – Meet your clients where they're at by offering multiple billing options.

29:00 – Breaking bread: The importance of building trust and investing time with clients.

Learn more about us ► https://altruist.com

]]> Emlen Miles-Mattingly – Taking off the advisor mask Jason Wenk 00:41:52 Emlen Miles-Mattingly, CEO & Founder of Gen Next Wealth, invites us to join him at the table to break bread as he shares the story behind Gen Next Wealth and the importance of cultivating a meaningful client relationship that carries on from one generation to the next. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. Emlen Miles-Mattingly, CEO & Founder of Gen Next Wealth, invites us to join him at the table to break bread as he shares the story behind Gen Next Wealth and the importance of cultivating a meaningful client relationship that carries on from one generation to the next. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. false full 6 31b44d53-b803-4e81-b2c0-893fb8300822 Russell Kroeger – Leveraging technology to scale business and serve clients better  

Watch on YouTube

 

05:55 - Letting your personal journey fuel your professional journey.

11:18 - From the east side to the west side, the road that led to San Francisco's Financial District.

16:00 - Honoring a father’s legacy, Russell shares how his late father shaped his outlook on life.

23:00 - Preparing younger generations for financial success.

33:00 - Empowering your clients to take control of their financial journey.

Learn more about us ► https://altruist.com

]]> Mon, 4 Nov 2019 13:00:15 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/russell-kroeger-leveraging-technology-to-scale-business-and-better-serve-clients-kl6zBjw8  

Watch on YouTube

 

05:55 - Letting your personal journey fuel your professional journey.

11:18 - From the east side to the west side, the road that led to San Francisco's Financial District.

16:00 - Honoring a father’s legacy, Russell shares how his late father shaped his outlook on life.

23:00 - Preparing younger generations for financial success.

33:00 - Empowering your clients to take control of their financial journey.

Learn more about us ► https://altruist.com

]]> Russell Kroeger – Leveraging technology to scale business and serve clients better Jason Wenk 00:41:55 “It's all about empowering people with the right financial tools before they have wealth.” In this episode, host Tyrone Ross heads to San Francisco’s Financial District to meet up with Russell Kroeger, Partner and Financial Planner at Upstart Wealth Management. Russell lets us in on his uncommon approach for growth, advising clients, and with a large Silicon Valley client base, he also discusses the impact of fintech on the industry and what still needs to improve. “It's all about empowering people with the right financial tools before they have wealth.” In this episode, host Tyrone Ross heads to San Francisco’s Financial District to meet up with Russell Kroeger, Partner and Financial Planner at Upstart Wealth Management. Russell lets us in on his uncommon approach for growth, advising clients, and with a large Silicon Valley client base, he also discusses the impact of fintech on the industry and what still needs to improve. false full 5 1d96e73a-ff05-4354-8de4-010e3e53a090 Dasarte Yarnway – Against the Odds: Overcoming adversity and racism in the financial industry Watch on YouTube

Timestamps:

8:30 - From Liberia to San Francisco: Dasarte shares the ancestral journey that inspired his future.

12:15 - The defining moment that changed Dasarte’s life. 

30:00 - Breaking the barriers around racism and rising above stereotypes.

38:00 - Past, present, and future of Berknell Financial.

You can find this interview, and many more, by subscribing to The Human Advisor podcast on Apple Podcasts and on Spotify.

Learn more about us ► https://altruist.com

]]> Mon, 21 Oct 2019 13:44:16 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/dasarte-yarnway-against-the-odds-overcoming-adversity-and-racism-in-the-financial-industry-xEj23iJD Watch on YouTube

Timestamps:

8:30 - From Liberia to San Francisco: Dasarte shares the ancestral journey that inspired his future.

12:15 - The defining moment that changed Dasarte’s life. 

30:00 - Breaking the barriers around racism and rising above stereotypes.

38:00 - Past, present, and future of Berknell Financial.

You can find this interview, and many more, by subscribing to The Human Advisor podcast on Apple Podcasts and on Spotify.

Learn more about us ► https://altruist.com

]]> Dasarte Yarnway – Against the Odds: Overcoming adversity and racism in the financial industry Jason Wenk 00:47:11 At only 7 years old, young Dasarte’s first experience with money was watching his parents file for bankruptcy. A moment like this could have devastating consequences for a child, but for Dasarte, it triggered something else. “I think once you set your mind on a definite goal, the world stands aside to watch you pass.” In this episode of The Human Advisor, host Tyrone Ross heads to San Francisco to chat with Dasarte Yarnway, Founder of Berknell Financial. Dasarte gets candid about facing adversity and racism in the financial industry, and how he overcomes the barriers to scale his business and better serve his clients.  At only 7 years old, young Dasarte’s first experience with money was watching his parents file for bankruptcy. A moment like this could have devastating consequences for a child, but for Dasarte, it triggered something else. “I think once you set your mind on a definite goal, the world stands aside to watch you pass.” In this episode of The Human Advisor, host Tyrone Ross heads to San Francisco to chat with Dasarte Yarnway, Founder of Berknell Financial. Dasarte gets candid about facing adversity and racism in the financial industry, and how he overcomes the barriers to scale his business and better serve his clients.  false full 4 103aa160-c4ca-4003-9791-99af336ace04 Alex Chalekian – The story of a purposeful giver. Watch on YouTube

Timestamps:

3:20 - Alex explains what it means to be a “purposeful giver”.

6:30 - Exploring how companies can continue to scale while making time to give back.

9:00 - “Time is a lot more powerful than the money”.

11:40 - Tyrone and Alex discuss why diversity is a must in the financial industry.

18:30 - “What are you most grateful for that didn’t work out for you?”

You can find this interview, and many more, by subscribing to The Human Advisor podcast on Apple Podcasts and on Spotify.

Learn more about us ► https://altruist.com

]]> Mon, 7 Oct 2019 11:30:28 +0000 john@altruist.com (Jason Wenk) https://humanadvisorpodcast.com/episodes/purposeful-giver-taqYzDYF Watch on YouTube

Timestamps:

3:20 - Alex explains what it means to be a “purposeful giver”.

6:30 - Exploring how companies can continue to scale while making time to give back.

9:00 - “Time is a lot more powerful than the money”.

11:40 - Tyrone and Alex discuss why diversity is a must in the financial industry.

18:30 - “What are you most grateful for that didn’t work out for you?”

You can find this interview, and many more, by subscribing to The Human Advisor podcast on Apple Podcasts and on Spotify.

Learn more about us ► https://altruist.com

]]> Alex Chalekian – The story of a purposeful giver. Jason Wenk 00:21:10 In this episode of The Human Advisor, host Tyrone Ross sits down with Alex Chalekian, CEO of Lake Avenue Financial, to explore the important connection between giving back to your community and meeting your bottom dollar. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. In this episode of The Human Advisor, host Tyrone Ross sits down with Alex Chalekian, CEO of Lake Avenue Financial, to explore the important connection between giving back to your community and meeting your bottom dollar. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. false full 3 b06dce26-df77-464a-9803-21afece491d8 Leighann Miko – Equality. Integrity. Empowerment. Watch on YouTube

2:22 – Tyrone and Leighann discuss billing by AUM and if it may be falling by the wayside.

4:20 – Leighann shares her journey into financial services and her passion for helping underserved communities.

11:27 – How can the industry and technology help support CFPs that help the underserved?

19:20 – “Money was always a struggle.” Leighann reflects on her relationship with money from the very beginning and through her experience, she helps clients discover their driving force behind their spending habits and gain perspective.

30:09 – “What are you most grateful for that didn’t work out for you?”

]]> Mon, 23 Sep 2019 11:35:17 +0000 john@altruist.com (Leighann Miko, Tyrone Ross) https://humanadvisorpodcast.com/episodes/the-human-advisor-podcast-equality-integrity-empowerment-6sF7MvbA Watch on YouTube

2:22 – Tyrone and Leighann discuss billing by AUM and if it may be falling by the wayside.

4:20 – Leighann shares her journey into financial services and her passion for helping underserved communities.

11:27 – How can the industry and technology help support CFPs that help the underserved?

19:20 – “Money was always a struggle.” Leighann reflects on her relationship with money from the very beginning and through her experience, she helps clients discover their driving force behind their spending habits and gain perspective.

30:09 – “What are you most grateful for that didn’t work out for you?”

]]> Leighann Miko – Equality. Integrity. Empowerment. Leighann Miko, Tyrone Ross 00:33:01 “I have a sense of responsibility to dig deeper and provide a platform for other people who don’t have as easy of an inroad to get into the profession.” —Leighann Miko The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. In this episode, Tyrone Ross sits down with Leighann Miko of Equalis Financial, to discuss the evolution of financial planning, what it means to serve the underserved and why it is essential to understand our relationship with money. “I have a sense of responsibility to dig deeper and provide a platform for other people who don’t have as easy of an inroad to get into the profession.” —Leighann Miko The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. In this episode, Tyrone Ross sits down with Leighann Miko of Equalis Financial, to discuss the evolution of financial planning, what it means to serve the underserved and why it is essential to understand our relationship with money. financial advisors, fintech, financial false full 2 d79e6825-f32e-4665-b6c1-ed7a74a2e30e Introducing The Human Advisor Podcast: Storytelling, Technology + Humans, and Industry Disruption Watch the video recording here.

01:43 – Why Jason is fed up with the industry and why he started Altruist
05:50 – How Alex injects his grandfather's legacy into his financial advice
11:33 – Jason talks about what Altruist is doing to help advisors and disrupt the industry
19:41 – Free Jewelry how large firms get huge reimbursements on tech fees (and why smaller practices get screwed)

]]> Sat, 31 Aug 2019 19:27:55 +0000 john@altruist.com (Jason Wenk, Alex Chalekian, Tyrone Ross) https://humanadvisorpodcast.com/episodes/tyrone-ross-jason-wenk-alex-chalekian-FcCFUnnn Watch the video recording here.

01:43 – Why Jason is fed up with the industry and why he started Altruist
05:50 – How Alex injects his grandfather's legacy into his financial advice
11:33 – Jason talks about what Altruist is doing to help advisors and disrupt the industry
19:41 – Free Jewelry how large firms get huge reimbursements on tech fees (and why smaller practices get screwed)

]]> Introducing The Human Advisor Podcast: Storytelling, Technology + Humans, and Industry Disruption Jason Wenk, Alex Chalekian, Tyrone Ross 00:28:45 Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. That’s why Altruist is proud to announce the launch of The Human Advisor, a podcast that emphasizes the human-to-human. There’s a new breed of modern advisors who want to make a difference, do something meaningful, and actually help people. And in our series, we’re telling their stories. To open the show, host Tyrone Ross holds a roundtable conversation with Jason Wenk and Alex Chalekian about storytelling, the inside scoop on what to expect from Altruist, and how they’re going to disrupt financial services. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. That’s why Altruist is proud to announce the launch of The Human Advisor, a podcast that emphasizes the human-to-human. There’s a new breed of modern advisors who want to make a difference, do something meaningful, and actually help people. And in our series, we’re telling their stories. To open the show, host Tyrone Ross holds a roundtable conversation with Jason Wenk and Alex Chalekian about storytelling, the inside scoop on what to expect from Altruist, and how they’re going to disrupt financial services. false full 1