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.
Larry Sprung on building an inclusive practice inspired by family values
At a young age, Larry Sprung quickly learned the value of a dollar. Losing his mother early on, Larry watched his father stretch every penny to care for him and his sister. These family values are the foundation on which he built Mitlin Financial.
Larry gives insight into how he structures his firm to scale and nurture lasting relationships, his best practice management tips, and building an inclusive culture based on human connection. Plus, learn about the special meaning behind his firm’s name.
Dr. Preston Cherry on striking a balance between life goals and money
Dr. Preston Cherry of Concurrent Financial Planning has put together a toolbox for his clients built on what they really want from their life. It starts with an honest self-audit: admit where you are, acknowledge how you feel about it, and take action.
In this episode, Dr. Cherry explains what Life Money Balance™ is, why he leads with it, how he’s helping clients live their most fulfilling lives, and the psychology of money.
Anna N’Jie Konte on empowering women in the financial industry
Anna N'Jie Konte is passionate about empowering minority women, especially as a mother to three young girls. Like many other women in this industry, her journey to becoming a financial advisor wasn't easy, but she is proof that it's possible.
In this episode, Anna shares her steps to becoming a successful entrepreneur. She explains how she helps clients by leading with financial education and shares why being true to herself has helped her build and attract the right clientele.
Matthew Ricks on balancing family, finding community, and serving special needs clients
Matthew Ricks believes that every advisor needs a community to lean on. Through his advisor community, he found the courage to set out and become an entrepreneur. On his path, through pro bono work, Matthew Ricks discovered a gap in the disabled and special needs community. Determined to serve this community, he tailored his practice to be fully accessible and inclusive, starting with his digital presence.
In this episode, Matthew shares why he decided to start Haystack Financial Planning, how he got the confidence to go independent, and how he balances it all while raising two young children with his wife.
Preston McSwain on humanizing the business of advising
From humble beginnings to founding Fiduciary Wealth Partners, Preston McSwain’s journey is laced with pivotal moments that shaped how he guides his clients. At the center of everything are the people he serves.
Preston recommends advisors look beyond the quantitative aspect of advising and instead focus on understanding the human connection. To be an effective advisor, knowing what’s important to the client is the key to building a thoughtful financial plan.
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.
loved episode 33 with Larry Sprung
I loved episode 33 with Larry Sprung
I am off to listen to his podcast the Mitlin Money Mindset
And I am exited for the next Human Advisor Podcast soon
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!
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!