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: 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 ..read more

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: 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 ..read more

Watch on YouTube Timestamps: 06:00 — Life on Wall Street. 15:00 — Making peace with an unrealized dream. 20:00 — Redefining failure as an opportunity to inspire. 30:00 — Turning Divine intervention into purposeful living and serving others through proximity. 43:30 — Helping the underserved gain access to financial advice and resources. Learn more about us ► https://altruist.com ..read more

  Watch on YouTube Timestamps: 02:55 – Using social media to reach more clients and grow business. 09:20 – The evolution of Gen Next Wealth. 14:50 – Meet your clients where they're at by offering multiple billing options. 29:00 – Breaking bread: The importance of building trust and investing time with clients. Learn more about us ► https://altruist.com ..read more

Watch on YouTube Timestamps: 8:30 - From Liberia to San Francisco: Dasarte shares the ancestral journey that inspired his future. 12:15 - The defining moment that changed Dasarte’s life.  30:00 - Breaking the barriers around racism and rising above stereotypes. 38:00 - Past, present, and future of Berknell Financial. You can find this interview, and many more, by subscribing to The Human Advisor podcast on Apple Podcasts and on Spotify. Learn more about us ► https://altruist.com ..read more

Watch on YouTube 00:00 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 firm Discover more on our network ► https://grow.altruist.com/   ABOUT THE HUMAN ADVISOR: This podcast is dedicated to changing the conversa ..read more

Watch on YouTube 0:00 Intro 4:25 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 advisor 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 ..read more

Watch on YouTube 0:00 Intro 1:58 Growing up and learning money / Money lesson at a young age 12:39 Becoming a financial advisor 15:57 Facing challenges as a financial advisor 20:01 Authenticity and being unapologetically you 24:30 Vision for going independent as a financial advisor and humanizing your practice 27:40 Advice for starting your own firm 30:32  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 ..read more

Watch on YouTube Discover more on our network ► https://grow.altruist.com/ 0:00 Intro  9:20 Becoming an advisor  13:27 ESG investing 17:58 Walking in purpose  22:37 Authentic Self & overcoming imposter syndrome 25:41 Scaling your business  27:10 Stay in touch with Lindsey 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 ..read more

Watch on YouTube 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 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. 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 t ..read more