31 episodes

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.

The Human Advisor Altruist

    • Business
    • 4.6 • 40 Ratings

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.

    Lazetta Rainey Braxton on how representation can change the finance industry

    Lazetta Rainey Braxton on how representation can change the finance industry

    The founder of Lazetta & Associates is ready for the tough conversations about her work, the industry, and how to give more Black women a seat at the table. For Lazetta Rainey Braxton, being an advisor is more than a job—it’s a calling.

    In this episode of The Human Advisor, Lazetta discusses her journey as a financial advisor, why advisors need to adapt to the times, and what it’s going to take for things to change in the industry.

    • 37 min
    Anna N'Jie-Konte, Dr. David Rhoiney, and Emlen Miles-Mattingly on self-determination and representation

    Anna N'Jie-Konte, Dr. David Rhoiney, and Emlen Miles-Mattingly on self-determination and representation

    Can there be social equity without financial equity? For people without generational wealth, resourceful financial planning isn’t just about empowerment—it’s also about survival.

    In this special Black History Month episode of The Human Advisor, our host Dasarte Yarnway sits down with Anna N'Jie-Konte, Dr. David Rhoiney, and Emlen Miles-Mattingly. They discuss their journeys to self-determination and representation through wealth-building, and how their professional work helps them chart out a better future for their clients and communities.

    • 51 min
    Steve Lockshin on the power of being independent

    Steve Lockshin on the power of being independent

    Nationally renowned advisor and entrepreneur Steve Lockshin has seen the ups and downs of the industry from the front row. But the one guiding light in his career has been believing in himself—even when he changes his mind. In this episode of The Human Advisor, Steve talks about his career, the importance of mentors, and building trust with your clients.

    • 30 min
    Bill McNabb and Jason Wenk talk growth strategies and guiding principles for advisors

    Bill McNabb and Jason Wenk talk growth strategies and guiding principles for advisors

    Former Vanguard CEO Bill McNabb and Altruist CEO Jason Wenk know what it takes to be a great financial advisor: Be good to your clients. Integrity is key. Know a lot about everything.

    This may sound all well and good, but how do you actually go about putting these principles into practice? And how do they turn into the growth that you’re working so hard to achieve? That’s exactly what Bill, Jason, and host Dasarte Yarnway reveal in this eye-opening conversation.

    • 44 min
    Mike Policar – The key to identifying new clients

    Mike Policar – The key to identifying new clients

    Mike Policar found his passion for finance early, but it wasn’t until after a few professional detours that he discovered how to put that enthusiasm to work for himself and his clients.

    In this episode of The Human Advisor, the founder of NGP Financial Planning discusses his journey as a financial advisor, his philosophy on working with new people, and the one word he refuses to use when describing a potential client.

    • 31 min
    Lindsey Woodward – Attracting the right clients through authenticity

    Lindsey Woodward – Attracting the right clients through authenticity

    Growing up in small-town New Mexico taught Lindsey Woodward a lot about the value of authentic relationships. If you did something wrong, the whole community would hear about it in no time. There was no room to be a phony when everyone knew you.

    That experience now guides Lindsey’s work as an advisor, where she has built a career out of being her authentic self and helping clients build portfolios that align with their values.

    • 27 min

Customer Reviews

4.6 out of 5
40 Ratings

40 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.

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