20 episodes

A series 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.

The Human Advisor Altruist

    • Entrepreneurship

A series 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.

    Nina O'Neal – Do right by your clients and watch your business grow

    Nina O'Neal – Do right by your clients and watch your business grow

    Nina O'Neal has built a thriving practice with clients she loves by clearly demonstrating her personal core values and financial planning knowledge. She's found success by staying true to herself and by doing what's right for her clients — not what's popular to get paid.

    Nina will inspire you to figure out what your brand identity really is, how to build long-lasting meaningful relationships with your clients, and how to leverage those relationships for prospecting and business growth.

    • 51 min
    Cathy Curtis – Building a company that speaks to your ideal client

    Cathy Curtis – Building a company that speaks to your ideal client

    It’s not about how many clients you have, it’s about how well you serve the right clients. Cathy Curtis of Curtis Financial Planning built her practice for the audience she wants to work with. Her brand speaks directly to her clients' needs, and by defining and understanding her target audience, she’s built a thriving business that truly helps people.

    In this episode, you’ll learn how to define your brand to attract the right clientele, what it means to serve wealth management clients, and develop content that matters to the right people.

    Everyone has a story about what money means to them.

    When someone sits down in your office, it’s so much more than doing business.

    Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship.

    The Human Advisor 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.

    • 40 min
    Brittney Castro – How to use social media and tech to grow your business

    Brittney Castro – How to use social media and tech to grow your business

    Brittney Castro of Financially Wise Inc, successfully incorporated social media and technology to build a thriving financial planning practice.

    In this episode, she shares her secrets on how to stand out from the crowd, tips on building a digital marketing presence that continues to generate leads, and how to use tech to connect with clients. Brittney also details why it’s important to set goals to create a cohesive vision for your business that attracts more clients.

    Everyone has a story about what money means to them.

    When someone sits down in your office, it’s so much more than doing business.

    Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship.

    The Human Advisor 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.

    • 57 min
    Rene Nourse – Market to your prospect's lifestyle, not their wallet

    Rene Nourse – Market to your prospect's lifestyle, not their wallet

    Women empower women, and Rene Nourse of Urban Wealth Management is breaking down the door for herself and those behind her.

    In this episode, Rene explains how to attract clients by marketing to their lifestyle instead of their AUM, why financial planning and wealth management services are essential for business growth, and what traits to look for when hiring a financial planner or advisor.

    Everyone has a story about what money means to them.

    When someone sits down in your office, it’s so much more than doing business.

    Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship.

    The Human Advisor 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.

    Learn more about us ► https://altruist.com/

    • 53 min
    Carl Richards, Emlen Miles-Mattingly, and Dasarte Yarnway – What to do when the plan blows up

    Carl Richards, Emlen Miles-Mattingly, and Dasarte Yarnway – What to do when the plan blows up

    In this previously recorded live episode, Tyrone Ross leads a round table discussion with Carl Richards (The Behavior Gap), Dasarte Yarnway, and Emlen-Miles Mattingly. Together they discuss how to approach the uncertainty in today’s socioeconomic landscape.

    Everyone has a story about what money means to them.

    When someone sits down in your office, it’s so much more than doing business.

    Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship.

    The Human Advisor 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.

    • 1 hr 15 min
    Courtney Ranstrom – Improving your EQ to build trust with clients

    Courtney Ranstrom – Improving your EQ to build trust with clients

    At Trailhead Planners, Courtney Ranstrom takes a holistic approach and offers her clients a judgment-free zone where they can be themselves and share their story comfortably.

    In this episode, you'll learn why emotional intelligence is critical to have in your financial advice toolbox so you can help clients better, keep them happy, and increase retention as a result.

    Everyone has a story about what money means to them.

    When someone sits down in your office, it’s so much more than doing business.

    Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship.

    The Human Advisor 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.

    • 49 min

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