5 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
    • 5.0, 16 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.

Customer Reviews

5.0 out of 5
16 Ratings

16 Ratings

ryanahughes ,

Big Changes

As one of the many small RIA owners here in the US, I can assure you that there are many challenges that we face. From rising technology costs, compliance issues, and a changing marketing landscape, our industry is definitely at a major turning point. However, one aspect that will likely not change anytime soon is that sound financial advice from a human will always be at the forefront of this business. You cannot automate trust.

This podcast aims to showcase independent advisors helping everyday people and how they are leading our industry to a better future. Jason and Tyrone are both true professionals in this business and I am anxious to see where this podcast takes us.

ifones_rock ,

Can't Wait

Loved the first podcast and your aspirations. I've been an independent financial advisor for close to twenty years and have lived all the struggles you have mentioned from dated UI, overpriced custodial commissions, expensive fintech stacks, fee compression, etc. Altruist is the first time I feel that a team wants to upend the fat cats and put the client first and really allow independent RIAs of all sizes to compete. Thanks for chasing your dreams and I'm excited that we can be a small part of it via the podcast!

Top Podcasts In Business

Listeners Also Subscribed To