TopPodcast.com
Menu
  • Home
  • Top Charts
  • Top Networks
  • Top Apps
  • Top Independents
  • Top Podfluencers
  • Top Picks
    • Top Business Podcasts
    • Top True Crime Podcasts
    • Top Finance Podcasts
    • Top Comedy Podcasts
    • Top Music Podcasts
    • Top Womens Podcasts
    • Top Kids Podcasts
    • Top Sports Podcasts
    • Top News Podcasts
    • Top Tech Podcasts
    • Top Crypto Podcasts
    • Top Entrepreneurial Podcasts
    • Top Fantasy Sports Podcasts
    • Top Political Podcasts
    • Top Science Podcasts
    • Top Self Help Podcasts
    • Top Sports Betting Podcasts
    • Top Stocks Podcasts
  • Podcast News
  • About Us
  • Podcast Advertising
  • Contact
Not in our directory?
Add Show Here
Podcast Equipment
Center

toppodcastlogoOur TOPPODCAST Picks

  • Comedy
  • Crypto
  • Sports
  • News
  • Politics
  • True Crime
  • Business
  • Finance

Follow Us

toppodcastlogoStay Connected

    View Top 200 Chart
    Back to Rankings Page
    Business

    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.

    Advertise

    Copyright: © Altruist Corp

    • Apple Podcasts
    • Google Play
    • Spotify
    Latest Episodes:
    Larry Sprung on building an inclusive practice inspired by family values Nov 29, 2022
    Show notes

    Watch on YouTube

    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/

    Twitter ► https://twitter.com/altruist

    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
    Show notes

    Watch on YouTube

    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/

    Twitter ► https://twitter.com/altruist

    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
    Show notes

    Watch on YouTube

    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/

    Twitter ► https://twitter.com/altruist

    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
    Show notes

    Watch on YouTube

    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/

    Twitter ► https://twitter.com/altruist

    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
    Show notes

    Watch on YouTube

    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/

    Twitter ► https://twitter.com/altruist

    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
    Show notes

    Watch on YouTube

    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.

    All Copyright 2021 Altruist Corp

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

    Watch on YouTube

    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.

    All Copyright 2021 Altruist Corp

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

    Watch on YouTube

    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.

    All Copyright 2021 Altruist Corp

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

    Watch on YouTube

    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.

    All Copyright 2021 Altruist Corp

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

    Watch on YouTube

    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.

    All Copyright 2021 Altruist Corp

    1 2 3 4 Next

    Related Podcasts

    How I Built This with Guy Raz

    1

    How I Built This with Guy Raz Business
    Planet Money

    2

    Planet Money Business
    Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters

    3

    Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters Business
    BiggerPockets Real Estate Podcast

    4

    BiggerPockets Real Estate Podcast Business
    The Smart Passive Income Online Business and Blogging Podcast

    5

    The Smart Passive Income Online Business and Blogging Podcast Business
    A Thousand Natural Shocks With Gabe S. Dunn

    6

    A Thousand Natural Shocks With Gabe S. Dunn Business
    footer-logo

    Contact Us

    Toll Free: 844-670-7747

    Links

    • Home
    • Top Charts
    • Networks
    • Apps
    • Independents Podcasts
    • Podcast Advertising
    • Podcast News
    • Contact Us
    • About Us
    • Analytics & Insights

    Stay Connected

      Privacy, Terms of Use & Our Code of Ethics Protecting Content Creators Copyrights