The Human Advisor

At a young age, Larry Sprung quickly learned the value of a dollar. Losing his mother early on, Larry watched his father stretch every penny to care for him and his sister. These family values are the foundation on which he built Mitlin Financial.

Larry gives insight into how he structures his firm to scale and nurture lasting relationships, his best practice management tips, and building an inclusive culture based on human connection. Plus, learn about the special meaning behind his firm’s name.

Dr. Preston Cherry of Concurrent Financial Planning has put together a toolbox for his clients built on what they really want from their life. It starts with an honest self-audit: admit where you are, acknowledge how you feel about it, and take action.

In this episode, Dr. Cherry explains what Life Money Balance™ is, why he leads with it, how he’s helping clients live their most fulfilling lives, and the psychology of money.

Anna N'Jie Konte is passionate about empowering minority women, especially as a mother to three young girls. Like many other women in this industry, her journey to becoming a financial advisor wasn't easy, but she is proof that it's possible.

In this episode, Anna shares her steps to becoming a successful entrepreneur. She explains how she helps clients by leading with financial education and shares why being true to herself has helped her build and attract the right clientele.

Matthew Ricks believes that every advisor needs a community to lean on. Through his advisor community, he found the courage to set out and become an entrepreneur. On his path, through pro bono work, Matthew Ricks discovered a gap in the disabled and special needs community. Determined to serve this community, he tailored his practice to be fully accessible and inclusive, starting with his digital presence.

In this episode, Matthew shares why he decided to start Haystack Financial Planning, how he got the confidence to go independent, and how he balances it all while raising two young children with his wife.

From humble beginnings to founding Fiduciary Wealth Partners, Preston McSwain’s journey is laced with pivotal moments that shaped how he guides his clients. At the center of everything are the people he serves.

Preston recommends advisors look beyond the quantitative aspect of advising and instead focus on understanding the human connection. To be an effective advisor, knowing what’s important to the client is the key to building a thoughtful financial plan.

The founder of Lazetta & Associates is ready for the tough conversations about her work, the industry, and how to give more Black women a seat at the table. For Lazetta Rainey Braxton, being an advisor is more than a job—it’s a calling.

In this episode of The Human Advisor, Lazetta discusses her journey as a financial advisor, why advisors need to adapt to the times, and what it’s going to take for things to change in the industry.

Can there be social equity without financial equity? For people without generational wealth, resourceful financial planning isn’t just about empowerment—it’s also about survival.

In this special Black History Month episode of The Human Advisor, our host Dasarte Yarnway sits down with Anna N'Jie-Konte, Dr. David Rhoiney, and Emlen Miles-Mattingly. They discuss their journeys to self-determination and representation through wealth-building, and how their professional work helps them chart out a better future for their clients and communities.

Nationally renowned advisor and entrepreneur Steve Lockshin has seen the ups and downs of the industry from the front row. But the one guiding light in his career has been believing in himself—even when he changes his mind. In this episode of The Human Advisor, Steve talks about his career, the importance of mentors, and building trust with your clients.

Former Vanguard CEO Bill McNabb and Altruist CEO Jason Wenk know what it takes to be a great financial advisor: Be good to your clients. Integrity is key. Know a lot about everything.

This may sound all well and good, but how do you actually go about putting these principles into practice? And how do they turn into the growth that you’re working so hard to achieve? That’s exactly what Bill, Jason, and host Dasarte Yarnway reveal in this eye-opening conversation.

Mike Policar found his passion for finance early, but it wasn’t until after a few professional detours that he discovered how to put that enthusiasm to work for himself and his clients.

In this episode of The Human Advisor, the founder of NGP Financial Planning discusses his journey as a financial advisor, his philosophy on working with new people, and the one word he refuses to use when describing a potential client.