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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.

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Larry Sprung on building an inclusive practice inspired by family values

Larry Sprung on building an inclusive practice inspired by family values

Watch on YouTubeDiscover more on our network ► https://grow.altruist.com/ABOUT THE HUMAN ADVISOR:This podcast is dedicat... Read more

29 Nov 2022

27mins

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

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

Watch on YouTubeDiscover more on our network ► https://grow.altruist.com/ABOUT THE HUMAN ADVISOR:This podcast is dedicat... Read more

22 Nov 2022

29mins

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

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

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

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Steve Lockshin on the power of being independent

Steve Lockshin on the power of being independent

Watch on YouTube00:00 Intro 05:20 The importance of finding a mentor 10:10 Being the number one financial advisor and th... Read more

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

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

Watch on YouTube0:00 Intro4:25 The importance of staying curious as an advisor and mastering your craft 13:16 Principles... Read more

17 Nov 2021

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Mike Policar – The key to identifying new clients

Mike Policar – The key to identifying new clients

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