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The Human Advisor
The Human Advisor episodes
- Emlen Miles-Mattingly – Taking off the advisor mask
Watch on YouTube
Timestamps:
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
42 min - Russell Kroeger – Leveraging technology to scale business and serve clients better
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
42 min - Dasarte Yarnway – Against the Odds: Overcoming adversity and racism in the financial industry
Watch on YouTube
Timestamps:
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
48 min - Alex Chalekian – The story of a purposeful giver.
Watch on YouTube
Timestamps:
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
22 min - Leighann Miko – Equality. Integrity. Empowerment.
Watch on YouTube
2:22 – 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?”
34 min - Introducing The Human Advisor Podcast: Storytelling, Technology + Humans, and Industry Disruption
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 advice11:33 – Jason talks about what Altruist is doing to help advisors and disrupt the industry19:41 – Free Jewelry how large firms get huge reimbursements on tech fees (and why smaller practices get screwed)29 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.