The Human Advisor

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 Nov 22, 2022

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/

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 Nov 15, 2022

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/

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 Nov 08, 2022

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/

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 Nov 01, 2022

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/

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.

Lazetta Rainey Braxton on how representation can change the finance industry Feb 16, 2022

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.

Anna N'Jie-Konte, Dr. David Rhoiney, and Emlen Miles-Mattingly on self-determination and representation Feb 02, 2022

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.

Steve Lockshin on the power of being independent Dec 15, 2021

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.

Bill McNabb and Jason Wenk talk growth strategies and guiding principles for advisors Nov 17, 2021

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.

Mike Policar – The key to identifying new clients Oct 28, 2021

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.

Lindsey Woodward – Attracting the right clients through authenticity Oct 13, 2021

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.

Surya Metzler – The true meaning behind being wealthy and successful Aug 05, 2021

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.

Emily Binder – How to better connect with clients through emerging technology Jul 21, 2021

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.

Luis Rosa – How this young immigrant chased his American dream Jul 06, 2021

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.

Jason Wenk – The road that led to Altruist Jun 23, 2021

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.

Ron Carson & Jason Wenk – 7 lessons from two visionary financial leaders Jan 19, 2021

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.

Nina O'Neal – Do right by your clients and watch your business grow May 26, 2020

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.

Cathy Curtis – Building a company that speaks to your ideal client May 12, 2020

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

Brittney Castro – How to use social media and tech to grow your business Apr 28, 2020

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

Rene Nourse – Market to your prospect's lifestyle, not their wallet Apr 14, 2020

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

Carl Richards, Emlen Miles-Mattingly, and Dasarte Yarnway – What to do when the plan blows up Apr 06, 2020

Courtney Ranstrom – Improving your EQ to build trust with clients Mar 31, 2020

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

Morgen Rochard – What really matters to clients Mar 17, 2020

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/

Doug Boneparth – Building a successful business on your own terms Mar 03, 2020

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/

Ryan Hughes – The key to successful financial planning for clients Feb 18, 2020

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.

Marci Bair & Victor Orozco – Serving the LGBTQ community and beyond Feb 04, 2020

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.

Scott Frank – Guiding clients through the financial maze Jan 21, 2020

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.

Josh Brown – The man behind the legend Jan 07, 2020

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/

Tyrone Ross – A divinely redirected life Dec 17, 2019

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/

Justin Castelli & Taylor Schulte – Growing together through community Dec 03, 2019

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/

Emlen Miles-Mattingly – Taking off the advisor mask Nov 18, 2019

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

Russell Kroeger – Leveraging technology to scale business and serve clients better Nov 04, 2019

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

Dasarte Yarnway – Against the Odds: Overcoming adversity and racism in the financial industry Oct 21, 2019

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

Alex Chalekian – The story of a purposeful giver. Oct 07, 2019

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

Leighann Miko – Equality. Integrity. Empowerment. Sep 23, 2019