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Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

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Bair Financial on serving the LGBTQ community and beyond

We are all human. Everyone deserves access to financial advice and Marci Bair and Victor Orozco, are making sure that happens at their firm. 


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In this episode, see how Bair Financial Planning’s transparency around equality and acceptance is helping the LGBTQ community seek the financial advice they need to live life on their terms without biases, judgment, or prejudices.

Learn more at Bair Financial Planning.

 



About The Human Advisor

Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship.

The Human Advisor 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.

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