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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.

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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.

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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.

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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

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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?”

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01:43 – Why Jason is fed up with the industry and why he started Altruist