Sign up to save your podcasts
Or
Share The Human Advisor
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Human Advisor
The Human Advisor episodes
- Lindsey Woodward – Attracting the right clients through authenticity
Watch on YouTube
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.
All Copyright 2021 Altruist Corp
28 min - Surya Metzler – The true meaning behind being wealthy and successful
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.
All Copyright 2021 Altruist Corp
26 min - Emily Binder – How to better connect with clients through emerging technology
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.
All Copyright 2021 Altruist Corp
31 min - Luis Rosa – How this young immigrant chased his American dreamWatch 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.
All Copyright 2021 Altruist Corp
30 min - Jason Wenk – The road that led to Altruist
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 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.
All Copyright 2021 Altruist Corp
58 min - Ron Carson & Jason Wenk – 7 lessons from two visionary financial leaders
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.
All Copyright 2021 Altruist Corp
1 hr 20 min - Nina O'Neal – Do right by your clients and watch your business grow
Watch on YouTube
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.
All Copyright 2020 Altruist Corp
52 min - Cathy Curtis – Building a company that speaks to your ideal client
Watch on YouTube
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
41 min - Brittney Castro – How to use social media and tech to grow your business
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
58 min - Rene Nourse – Market to your prospect's lifestyle, not their wallet
Watch on YouTube
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
54 min
About The Human Advisor
From the publisher's feed
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.