Preston McSwain's guest appearances

Preston McSwain

Behind the Markets Podcast

The Human Advisor

Meb Faber

Annie Duke

Ryan Detrick

Jonathan Ward

Jim Rogers

Graham Allison

Robert Shiller

Perth Tolle

Ethan Kurzweil

Tom Haines

David Rosenberg

Jamie Metzl

Leland Miller

Matt Garratt

Phil Huber

OwlTail

Watch on YouTubeDiscover 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/altruistLinkedin ► 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.

<a href="https://youtu.be/XjhnZ9h2ACc" rel="nofollow" target="_blank">Watch on YouTube</a>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: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 ► <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 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

Adam Butler

Andrew Miller

Host Jeremy Schwartz talks to three investment managers about their current strategies in this sometimes volatile market, as well as how they are managing withdrawal rates for clients that are retiring. Should you be moving some money into bonds? And what is a better bet right now—large cap stocks or small caps? Tune inGuests:Preston McSwain – Fiduciary Wealth PartnersAdam Butler – CIO of Resolve Asset ManagementAndrew Miller – CIO of Miller Financial Management Hosted on Acast. See acast.com/privacy for more information.

Host Jeremy Schwartz talks to three investment managers about their current strategies in this sometimes volatile market, as well as how they are managing withdrawal rates for clients that are retiring. Should you be moving some money into bonds? And what is a better bet right now—large cap stocks or small caps? Tune inGuests:Preston McSwain – Fiduciary Wealth PartnersAdam Butler – CIO of Resolve Asset ManagementAndrew Miller – CIO of Miller Financial Management Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Behind the Markets Podcast: Preston McSwain, Adam Butler, Andrew Miller