The Human Advisor

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.

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.

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.

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.

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.

 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/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

 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/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

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

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

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

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 & 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

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

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

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

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

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

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

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

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

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 

Watch on YouTube

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 & empathy33:33 – What makes a good financial advisor47:00 – Through change comes growth

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/

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

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.

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.

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

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 & dealing with trolls.Learn more about us ► https://altruist.com/

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/

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/

 Watch on YouTubeTimestamps: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

 Watch on YouTube 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

Watch on YouTubeTimestamps: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

Watch on YouTubeTimestamps: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

Watch on YouTube2:22 – Tyrone and Leighann discuss billing by AUM and if it may be falling by the wayside.4:20 – Leighann shares her journey into financial services and her passion for helping underserved communities.11:27 – How can the industry and technology help support CFPs that help the underserved?19:20 – “Money was always a struggle.” Leighann reflects on her relationship with money from the very beginning and through her experience, she helps clients discover their driving force behind their spending habits and gain perspective.30:09 – “What are you most grateful for that didn't work out for you?”

Watch the video recording here. 01:43 – Why Jason is fed up with the industry and why he started Altruist 05:50 – How Alex injects his grandfather's legacy into his financial advice 11:33 – Jason talks about what Altruist is doing to help advisors and disrupt the industry 19:41 – Free Jewelry how large firms get huge reimbursements on tech fees (and why smaller practices get screwed)