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/8fMA4LFoIck" 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.

Larry Sprung on building an inclusive practice inspired by family values

<a href="https://youtu.be/N6nhlYOO3so" 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.

Dr. Preston Cherry on striking a balance between life goals and money

Anna N’Jie Konte

<a href="https://youtu.be/cBhVEpIraGk" 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.

Anna N’Jie Konte on empowering women in the financial industry

Matthew Ricks

<a href="https://youtu.be/V-A3QQZkd6o" 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.

Matthew Ricks on balancing family, finding community, and serving special needs clients

Preston McSwain

<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

Lazetta Rainey Braxton

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: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/FXs9uaCMGtE" 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: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

Lazetta Rainey Braxton on how representation can change the finance industry

Anna N'Jie

<a href="https://youtu.be/i6cZ9qoY1iY" 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: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

Anna N'Jie-Konte, Dr. David Rhoiney, and Emlen Miles-Mattingly on  self-determination and representation

Steve Lockshin

Watch on YouTube00:00 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 firmDiscover 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/VFkrG3Ma6NY" rel="nofollow" target="_blank">Watch on YouTube</a>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 firmDiscover 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

Steve Lockshin on the power of being independent

Bill McNabb

Jason Wenk

Watch on YouTube0:00 Intro4:25 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 advisorDiscover 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/7Eb6Ae46be0" rel="nofollow" target="_blank">Watch on YouTube</a>0:00 Intro4:25 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 advisorDiscover 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

Bill McNabb and Jason Wenk talk growth strategies and guiding principles for advisors

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

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.

Lindsey Woodward

Watch on YouTubeDiscover more on our network ► https://grow.altruist.com/0:00 Intro 9:20 Becoming an advisor 13:27 ESG investing17:58 Walking in purpose 22:37 Authentic Self &amp; overcoming imposter syndrome25:41 Scaling your business 27:10 Stay in touch with LindseyABOUT 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/_8326nSw6YQ" 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>0:00 Intro 9:20 Becoming an advisor 13:27 ESG investing17:58 Walking in purpose 22:37 Authentic Self &amp; overcoming imposter syndrome25:41 Scaling your business 27:10 Stay in touch with LindseyABOUT 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

Lindsey Woodward – Attracting the right clients through authenticity

Surya Metzler

Watch on YouTubeABOUT 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

<a href="https://youtu.be/iJHRxFZul6Q" rel="nofollow" target="_blank">Watch on YouTube</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 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 <a href="http://altruist.com/" rel="nofollow" target="_blank">altruist.com.</a>CONNECT WITH US:Instagram ► <a href="https://bit.ly/3cNsF5K" rel="nofollow" target="_blank">https://bit.ly/3cNsF5K</a> Twitter ► <a href="https://bit.ly/2ykku1L" rel="nofollow" target="_blank">https://bit.ly/2ykku1L</a> Linkedin ► <a href="https://bit.ly/3dYqDjc" rel="nofollow" target="_blank">https://bit.ly/3dYqDjc</a> 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

Emily Binder

<a href="https://youtu.be/836ySEUbocs" rel="nofollow" target="_blank">Watch on YouTube</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 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 <a href="http://altruist.com/" rel="nofollow" target="_blank">altruist.com.</a>CONNECT WITH US:Instagram ► <a href="https://bit.ly/3cNsF5K" rel="nofollow" target="_blank">https://bit.ly/3cNsF5K</a> Twitter ► <a href="https://bit.ly/2ykku1L" rel="nofollow" target="_blank">https://bit.ly/2ykku1L</a> Linkedin ► <a href="https://bit.ly/3dYqDjc" rel="nofollow" target="_blank">https://bit.ly/3dYqDjc</a> 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

Luis Rosa

<h3><a href="https://youtu.be/yiDyv7IoIT0" rel="nofollow" target="_blank">Watch on YouTube</a></h3>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 <a href="http://altruist.com/" rel="nofollow" target="_blank">altruist.com.</a>CONNECT WITH US:Instagram ► <a href="https://bit.ly/3cNsF5K" rel="nofollow" target="_blank">https://bit.ly/3cNsF5K</a> Twitter ► <a href="https://bit.ly/2ykku1L" rel="nofollow" target="_blank">https://bit.ly/2ykku1L</a> Linkedin ► <a href="https://bit.ly/3dYqDjc" rel="nofollow" target="_blank">https://bit.ly/3dYqDjc</a> 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

Watch on YouTubeABOUT 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/altruistLinkedin ► https://www.linkedin.com/company/altruistcorpAltruist 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/VBaEMa5FCEo" rel="nofollow" target="_blank">Watch on YouTube</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 more at <a href="http://altruist.com/" rel="nofollow" target="_blank">altruist.com.</a>CONNECT WITH US: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>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

Ron Carson

<a href="https://youtu.be/yl2O04JzVlY" rel="nofollow" target="_blank">Watch on YouTube</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 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 <a href="http://altruist.com/" rel="nofollow" target="_blank">altruist.com.</a>CONNECT WITH US:Instagram ► <a href="https://bit.ly/3cNsF5K" rel="nofollow" target="_blank">https://bit.ly/3cNsF5K</a> Twitter ► <a href="https://bit.ly/2ykku1L" rel="nofollow" target="_blank">https://bit.ly/2ykku1L</a> Linkedin ► <a href="https://bit.ly/3dYqDjc" rel="nofollow" target="_blank">https://bit.ly/3dYqDjc</a> 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

Nina O'Neal

Watch on YouTubeTimestamps:08:20 – Strive to build long-lasting relationships with your clients17:00 – Know your audience and know how to serve them23:53 – Prospecting 101: Does this relationship have potential?27:09 – Educational seminars for prospective clients31:13 – Women empowering women44:00 – “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

<a href="https://youtu.be/S-4Np4dhOwM" rel="nofollow" target="_blank">Watch on YouTube</a>Timestamps:08:20 – Strive to build long-lasting relationships with your clients17:00 – Know your audience and know how to serve them23:53 – Prospecting 101: Does this relationship have potential?27:09 – Educational seminars for prospective clients31:13 – Women empowering women44:00 – “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 ► <a href="https://altruist.com" rel="nofollow" target="_blank">https://altruist.com</a> CONNECT WITH US: Instagram ► <a href="https://bit.ly/3cNsF5K" rel="nofollow" target="_blank">https://bit.ly/3cNsF5K</a> Twitter ► <a href="https://bit.ly/2ykku1L" rel="nofollow" target="_blank">https://bit.ly/2ykku1L</a> Linkedin ► <a href="https://bit.ly/3dYqDjc" rel="nofollow" target="_blank">https://bit.ly/3dYqDjc</a> 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

Cathy Curtis

Watch on YouTube07:03 – Cathy explains why she only works with women17:40 – Building a brand that your clients care about20:10 – Connecting with the right people31:26 – Integrating technology into your practice36:04 – Giving back to the communityLearn how Altruist can help you optimize your business and reduce costs ► https://altruist.com/product

<a href="https://youtu.be/4VCLOwtGpV0" rel="nofollow" target="_blank">Watch on YouTube</a>07:03 – Cathy explains why she only works with women17:40 – Building a brand that your clients care about20:10 – Connecting with the right people31:26 – Integrating technology into your practice36:04 – Giving back to the communityLearn how Altruist can help you optimize your business and reduce costs ► <a href="https://www.youtube.com/redirect?q=https%3A%2F%2Faltruist.com%2Fproduct&amp;event=video_description&amp;v=6DhIq7dcKvQ&amp;redir_token=uJnBODnEZCgDHctd21SZvp4huu58MTU4ODk1NTk0MUAxNTg4ODY5NTQx" rel="nofollow" target="_blank">https://altruist.com/product</a>

Cathy Curtis – Building a company that speaks to your ideal client

Brittney Castro

Watch on Youtube16:00 – Breaking the stigma around money20:00 – Nurturing client relationships27:33 – The path of building a business, brand, and vision32:10 – Social media and marketing best practices45:47 – Keeping up with climate changeLearn how Altruist can help you optimize your business and reduce costs:  https://altruist.com/product

<a href="https://youtu.be/6DhIq7dcKvQ" rel="nofollow" target="_blank">Watch on Youtube</a>16:00 – Breaking the stigma around money20:00 – Nurturing client relationships27:33 – The path of building a business, brand, and vision32:10 – Social media and marketing best practices45:47 – Keeping up with climate changeLearn how Altruist can help you optimize your business and reduce costs:  <a href="https://altruist.com/product" rel="nofollow" target="_blank">https://altruist.com/product</a>

Brittney Castro – How to use social media and tech to grow your business

Rene Nourse

Watch on YouTubeTimestamps:07:00 – From a psychology graduate to a CFP20:00 – Breaking the stigma behind the firm’s name33:25 – Urban Wealth’s prospect to client journey46:50 – A social media strategy to attract clients 

<a href="https://youtu.be/KI81FgitPaE" rel="nofollow" target="_blank">Watch on YouTube</a>Timestamps:07:00 – From a psychology graduate to a CFP20:00 – Breaking the stigma behind the firm’s name33:25 – Urban Wealth’s prospect to client journey46:50 – A social media strategy to attract clients

Rene Nourse – Market to your prospect's lifestyle, not their wallet

I got 22 mins into the episode with Rene Nourse before I threw in the towel. Racial name calling isn’t acceptable, and I certainly didn’t expect it for a podcast aimed at financial professionals!

Toxic Culture Drags Us All Down

As one of the many small RIA owners here in the US, I can assure you that there are many challenges that we face. From rising technology costs, compliance issues, and a changing marketing landscape, our industry is definitely at a major turning point. However, one aspect that will likely not change anytime soon is that sound financial advice from a human will always be at the forefront of this business. You cannot automate trust. 

This podcast aims to showcase independent advisors helping everyday people and how they are leading our industry to a better future. Jason and Tyrone are both true professionals in this business and I am anxious to see where this podcast takes us.

Big Changes

The Human Advisor

Josh Brown

Watch on YouTubeTimestamps: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 &amp; dealing with trolls.Learn more about us ► https://altruist.com/

<a href="https://youtu.be/8u88Yz8_61s" rel="nofollow" target="_blank">Watch on YouTube</a>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 &amp; dealing with trolls.Learn more about us ► <a href="https://altruist.com/" rel="nofollow" target="_blank">https://altruist.com/</a>

Josh Brown – The man behind the legend

Doug Boneparth

Watch on Youtube06:30 – The path that led to Boneparth Wealth14:30 – From the ground up in New York City26:00 – Marketing &amp; branding best practices53:45 – The influence of tech in financeLearn more about us ► https://altruist.com/

<a href="https://youtu.be/7l5qsTjWdlw" rel="nofollow" target="_blank">Watch on Youtube</a>06:30 – The path that led to Boneparth Wealth14:30 – From the ground up in New York City26:00 – Marketing &amp; branding best practices53:45 – The influence of tech in financeLearn more about us ► <a href="https://altruist.com/" rel="nofollow" target="_blank">https://altruist.com/</a>

Doug Boneparth – Building a successful business on your own terms

Ryan Hughes

Watch on YouTube03:00 – 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.

<a href="https://youtu.be/2AW-Qhja_2M" rel="nofollow" target="_blank">Watch on YouTube</a>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

Scott Frank

Watch on YoutubeTimestamps: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 &amp; chocolate: creating a safe space for clients.27:50 – Three powerful questions to unlock the truth.

Watch on YoutubeTimestamps: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 &amp; chocolate: creating a safe space for clients.27:50 – Three powerful questions to unlock the truth.

Scott Frank – Guiding clients through the financial maze

Carl Richards

Dasarte Yarnway

<a href="https://youtu.be/tBzHBot9F9g" rel="nofollow" target="_blank">Watch on YouTube</a>

Carl Richards, Emlen Miles-Mattingly, and Dasarte Yarnway – What to do when the plan blows up

Marci Bair

Victor Orozco

Watch on YouTube07:10 – 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.

<a href="https://youtu.be/aoaHt3LxbWA" rel="nofollow" target="_blank">Watch on YouTube</a>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

Courtney Ranstrom

Watch on YouTube07:00 – Building confidence to run your business12:50 – Helping individuals from the LGBTQ community who are transitioning 18:00 – Dealing with sensitive situations through compassion &amp; empathy33:33 – What makes a good financial advisor47:00 – Through change comes growth

<a href="https://youtu.be/CMWPp-5mwho" rel="nofollow" target="_blank">Watch on YouTube</a>07:00 – Building confidence to run your business12:50 – Helping individuals from the LGBTQ community who are transitioning 18:00 – Dealing with sensitive situations through compassion &amp; empathy33:33 – What makes a good financial advisor47:00 – Through change comes growth

Courtney Ranstrom – Improving your EQ to build trust with clients

Watch on YouTube04:43 – The benefits of CFP certification and what needs improvement11:27 – Why advisors need to rethink how they engage with clients in a digital age28:22 – Organic marketing practices to help scale your business45:55 – Embracing authenticity and leaving behind the expectations of your peersLearn more about us  ► https://altruist.com/

<a href="https://youtu.be/Zc_uBXtt4c0" rel="nofollow" target="_blank">Watch on YouTube</a>04:43 – The benefits of CFP certification and what needs improvement11:27 – Why advisors need to rethink how they engage with clients in a digital age28:22 – Organic marketing practices to help scale your business45:55 – Embracing authenticity and leaving behind the expectations of your peersLearn more about us  ► <a href="https://altruist.com/" rel="nofollow" target="_blank">https://altruist.com/</a>

Morgen Rochard – What really matters to clients

Tyrone Ross

Watch on YouTubeTimestamps: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/

<a href="https://youtu.be/ewcj0_aRDEs" rel="nofollow" target="_blank">Watch on YouTube</a>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 ► <a href="https://altruist.com/" rel="nofollow" target="_blank">https://altruist.com/</a>

Tyrone Ross – A divinely redirected life

Justin Castelli

Taylor Schulte

Watch on YouTubeTimestamps: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/

<a href="https://youtu.be/RuuR5YWBIQA" rel="nofollow" target="_blank">Watch on YouTube</a>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 ► <a href="https://altruist.com/" rel="nofollow" target="_blank">https://altruist.com/</a>

Justin Castelli & Taylor Schulte – Growing together through community

What is this?
1 quote, 3 ideas & 1 question from a carefully curated podcast episode.
Every Monday & Wednesday.

Want a 3rd insight and episode every week? Email me at curation@owltail.com.

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The best podcasts on investing. For anyone interested in the stories in the investing industry, whether it's an interview with Ray Dalio or Ed Thorp to the writer of The Big Short. This topic includes the most fascinating stories from all the best investors. Add episodes you're interested into your queue below!