The Human Advisor

Watch on YouTubeDiscover more on our network ► https://grow.altruist.com/ABOUT THE HUMAN ADVISOR:This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well 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.ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Learn how we can help you grow ► https://altruist.com/product/STAY CONNECTED:Instagram ► https://www.instagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation. © 2022 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Watch on YouTubeDiscover more on our network ► https://grow.altruist.com/ABOUT THE HUMAN ADVISOR:This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well 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.ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Learn how we can help you grow ► https://altruist.com/product/STAY CONNECTED:Instagram ► https://www.instagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation. © 2022 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Watch on YouTubeDiscover more on our network ► https://grow.altruist.com/ABOUT THE HUMAN ADVISOR:This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well 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.ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Learn how we can help you grow ► https://altruist.com/product/STAY CONNECTED:Instagram ► https://www.instagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation. © 2022 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Watch on YouTubeDiscover more on our network ► https://grow.altruist.com/ABOUT THE HUMAN ADVISOR:This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well 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.ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Learn how we can help you grow ► https://altruist.com/product/STAY CONNECTED:Instagram ► https://www.instagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation. © 2022 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Watch on YouTubeDiscover more on our network ► https://grow.altruist.com/ABOUT THE HUMAN ADVISOR:This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well 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.ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Learn how we can help you grow ► https://altruist.com/product/STAY CONNECTED:Instagram ► https://www.instagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation. © 2022 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

 Watch on YouTube Discover more on our network ► https://grow.altruist.com/ ABOUT THE HUMAN ADVISOR:This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well 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. ABOUT ALTRUIST:Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. Learn how we can help you grow ► https://altruist.com/product/ STAY CONNECTED:Instagram ► https://www.instagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/ Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. All Copyright 2021 Altruist Corp

 Watch on YouTube Discover more on our network ► https://grow.altruist.com/ ABOUT THE HUMAN ADVISOR:This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well 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. ABOUT ALTRUIST:Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. Learn how we can help you grow ► https://altruist.com/product/ STAY CONNECTED:Instagram ► https://www.instagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/ Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. All Copyright 2021 Altruist Corp

Watch on YouTube00:00 Intro 05:20 The importance of finding a mentor 10:10 Being the number one financial advisor and the power of being independent 13:03: Challenges of going independent 20:30 Following advice from Warren Buffet and the importance of ‘not caring’ 23:23 Starting Vanilla, what Steve can’t do, and investing 25:56 Investing and getting more people at the table 29:06 Advice for starting your own firmDiscover more on our network ► https://grow.altruist.com/ ABOUT THE HUMAN ADVISOR:This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well 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. ABOUT ALTRUIST:Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. Learn how we can help you grow ► https://altruist.com/product/ STAY CONNECTED:Instagram ► https://www.instagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/ Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. All Copyright 2021 Altruist Corp

Watch on YouTube0:00 Intro4:25 The importance of staying curious as an advisor and mastering your craft 13:16 Principles to grow your business 19:59 Principles to run your business and adding value 28:20 What does the advisor of the future look like? / The use of technology / Vanguard flywheel 36:00 What are your clients looking for? 39:15 Advice for the emerging advisorDiscover more on our network ► https://grow.altruist.com/ ABOUT THE HUMAN ADVISOR:This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well 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. ABOUT ALTRUIST:Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. Learn how we can help you grow ► https://altruist.com/product/ STAY CONNECTED:Instagram ► https://www.instagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/ Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. All Copyright 2021 Altruist Corp

Watch on YouTube0:00 Intro1:58 Growing up and learning money / Money lesson at a young age12:39 Becoming a financial advisor15:57 Facing challenges as a financial advisor20:01 Authenticity and being unapologetically you24:30 Vision for going independent as a financial advisor and humanizing your practice27:40 Advice for starting your own firm30:32  Get in touch with Mike Discover more on our network ► https://grow.altruist.com/ ABOUT THE HUMAN ADVISOR:This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well 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. ABOUT ALTRUIST:Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size. Learn how we can help you grow ► https://altruist.com/product/ STAY CONNECTED:Instagram ► https://www.instagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/ Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. All Copyright 2021 Altruist Corp