Mike Policar's guest appearances

Mike Policar

The Human Advisor

The Advisor Journey

Jason Wenk

Taylor Schulte

Josh Brown

Scott Frank

Bill McNabb

Carl Richards

Brittney Castro

Nina O'Neal

Tyrone Ross

Emily Binder

Ron Carson

Justin Castelli

Alex Chalekian

Ryan Hughes

Steve Lockshin

OwlTail

EPISODE HIGHLIGHTS:The journey from wirehouse to independent advisor: 4:13-10:22The magic flip that switched the game as an independent advisor:10:23-13:50 How to develop the mind of a business owner and face your fear:  14:20-17:27 The expenses of the former landscape and software that every RIA needs: 18:01-22:47Advice for those wanting to go independent with confidence: 22:48-28:36 RESOURCES IN EPISODE: https://ngpfinancial.com/ADDITIONAL EPISODE RESOURCES How to go independent with confidence8 signs it is time to breakaway from the wirehouse and start an RIA 4 ways to tell if you are ready to start your own RIAEverything you need to know to set up your RIA compliance programFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey on Apple Podcast, Spotify, or wherever you listen to podcasts.  STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/ DISCLAIMER:ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it. 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 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 2022 Altruist Corp

EPISODE HIGHLIGHTS:The journey from wirehouse to independent advisor: 4:13-10:22The magic flip that switched the game as an independent advisor:10:23-13:50 How to develop the mind of a business owner and face your fear:  14:20-17:27 The expenses of the former landscape and software that every RIA needs: 18:01-22:47Advice for those wanting to go independent with confidence: 22:48-28:36 RESOURCES IN EPISODE: <a href="https://ngpfinancial.com/" rel="nofollow" target="_blank">https://ngpfinancial.com/</a>ADDITIONAL EPISODE RESOURCES <a href="https://grow.altruist.com/how-to-go-independent-with-confidence" rel="nofollow" target="_blank">How to go independent with confidence</a><a href="https://grow.altruist.com/8-signs-its-time-to-break-away-from-the-wirehouse-start-your-own-ria" rel="nofollow" target="_blank">8 signs it is time to breakaway from the wirehouse and start an RIA </a><a href="https://grow.altruist.com/4-ways-to-tell-if-youre-ready-to-launch-your-own-ria" rel="nofollow" target="_blank">4 ways to tell if you are ready to start your own RIA</a><a href="https://grow.altruist.com/setup-your-ria-compliance-program" rel="nofollow" target="_blank">Everything you need to know to set up your RIA compliance program</a>For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey on Apple Podcast, Spotify, or wherever you listen to podcasts.  STAY CONNECTED: Instagram ► <a href="https://www.instagram.com/altruistcorp/" rel="nofollow" target="_blank">https://www.instagram.com/altruistcorp/</a>Twitter ► <a href="https://twitter.com/altruist" rel="nofollow" target="_blank">https://twitter.com/altruist</a>Linkedin ► <a href="https://www.linkedin.com/company/altruistcorp/" rel="nofollow" target="_blank">https://www.linkedin.com/company/altruistcorp/</a> DISCLAIMER:ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it. 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 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 2022 Altruist Corp

The journey from wirehouse to independent advisor with Mike Policar

Watch on YouTube0:00 Intro1:58 Growing up and learning money / Money lesson at a young age12:39 Becoming a financial advisor15:57 Facing challenges as a financial advisor20:01 Authenticity and being unapologetically you24:30 Vision for going independent as a financial advisor and humanizing your practice27:40 Advice for starting your own firm30:32  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/altruistLinkedin ► 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

<a href="https://youtu.be/sv1Pz-lySWA" rel="nofollow" target="_blank">Watch on YouTube</a>0:00 Intro1:58 Growing up and learning money / Money lesson at a young age12:39 Becoming a financial advisor15:57 Facing challenges as a financial advisor20:01 Authenticity and being unapologetically you24:30 Vision for going independent as a financial advisor and humanizing your practice27:40 Advice for starting your own firm30:32  Get in touch with Mike Discover more on our network ► <a href="https://grow.altruist.com/" rel="nofollow" target="_blank">https://grow.altruist.com/</a> 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 ► <a href="https://altruist.com/product/" rel="nofollow" target="_blank">https://altruist.com/product/</a> STAY CONNECTED:Instagram ► <a href="https://www.instagram.com/altruistcorp/" rel="nofollow" target="_blank">https://www.instagram.com/altruistcorp/</a>Twitter ► <a href="https://twitter.com/altruist" rel="nofollow" target="_blank">https://twitter.com/altruist</a>Linkedin ► <a href="https://www.linkedin.com/company/altruistcorp/" rel="nofollow" target="_blank">https://www.linkedin.com/company/altruistcorp/</a> 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