The Human Advisor

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.

Latest Episodes:

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

Show notes

Watch on YouTube

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

Show notes

Watch on YouTube

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

Show notes

Watch on YouTube

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

Show notes

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

Show notes

Watch on YouTube

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

Show notes

Watch on YouTube

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

Show notes

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

Show notes

Watch on YouTube

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

Show notes

Watch on YouTube

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

Show notes

Watch on YouTube

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/

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected