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The Human Advisor
The Human Advisor episodes
- Carl Richards, Emlen Miles-Mattingly, and Dasarte Yarnway – What to do when the plan blows up
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1 hr 16 min - Courtney Ranstrom – Improving your EQ to build trust with clients
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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
50 min - Morgen Rochard – What really matters to clients
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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/
1 hr 3 min - Doug Boneparth – Building a successful business on your own terms
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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/
1 hr 11 min - Ryan Hughes – The key to successful financial planning for clients
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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.
52 min - Marci Bair & Victor Orozco – Serving the LGBTQ community and beyond
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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.
1 hr 3 min - Scott Frank – Guiding clients through the financial maze
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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.
52 min - Josh Brown – The man behind the legend
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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/
59 min - Tyrone Ross – A divinely redirected life
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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/
59 min - Justin Castelli & Taylor Schulte – Growing together through community
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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/
59 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.