24 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

    • Business
    • 4.6 • 39 Ratings

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.

    Emily Binder – How to better connect with clients through emerging technology

    Emily Binder – How to better connect with clients through emerging technology

    “I don’t just do voice marketing. I try everything. It’s important to keep your knife sharp on all these different channels.”

    Emily Binder, the founder of WealthVoice, shares how she’s using emerging technology to help financial advisors reach more people and connect deeper—and all the lessons she’s learned while building her empire.

    • 30 min
    Luis Rosa – How this young immigrant chased his American dream

    Luis Rosa – How this young immigrant chased his American dream

    “I realized a financial advisor was a problem-solver. He helped people with their goals. I fell in love with it, and I saw the impact you could have on others.”

    As a young immigrant growing up in New York City, Luis Rosa learned the value of a hard-earned dollar early in life. Now, it’s his mission to help minorities develop their financial literacy and start building generational wealth.

    • 29 min
    Jason Wenk – The road that led to Altruist

    Jason Wenk – The road that led to Altruist

    From a young associate in New York City to the CEO of Altruist, Jason Wenk’s path has been illuminated by his guiding north star: to help more people.

    In this episode, Jason shares how his journey began and how it ultimately led to the creation of Altruist.

    • 57 min
    Ron Carson & Jason Wenk – 7 lessons from two visionary financial leaders

    Ron Carson & Jason Wenk – 7 lessons from two visionary financial leaders

    There is no shortage of passion for financial planning between our two most recent guests on The Human Advisor. Join Tyrone Ross as he hosts an intimate conversation with Ron Carson and Jason Wenk about their humble beginnings and what they see in the future for the financial advisors.

    From mindset to hacks to what kept them from quitting, here are 7 lessons from two of the greatest visionary leaders in the financial planning industry.

    • 1 hr 19 min
    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

Customer Reviews

4.6 out of 5
39 Ratings

39 Ratings

ebind ,

You’ll feel more connected

The crux of this show is about digging into the human traits that connect us all. While it happens to be in the finance space, the content here is really about people and our stories and commonalities. Altruist does a fantastic job at picking guests and peeling back the layers of the onion to reveal the universal truths about business and life that we can all relate to and learn from. This podcast is real. Watch the video version on YouTube if you haven’t!

DorianDP ,

Being my authentic self

This podcast was exactly what I was looking for, real life backgrounds from advisor and multiple diverse storytellers!!!! Absolutely love the content and message within each episode!

eervin ,

Fantastic podcast

As a former financial advisor who currently went to the “other side” to start a mutual fund company, I have to tell you, this is one of the best podcasts out there for thoughtful client-centered conversations about helping people in this new day and age.

Top Podcasts In Business

Listeners Also Subscribed To