Case Study
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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Emlen Miles-Mattingly taps into his vulnerability to attract the right clients

"We have done a good job of getting the numbers right and getting the people wrong. If we don't get the people right, the numbers don't matter."



Emlen Miles-Mattingly, CEO & founder of Gen Next Wealth, explains the importance of cultivating a meaningful client relationship that carries on from one generation to the next. For him, it is not enough to just know his client, he wants to know their whole family. 

To truly understand what your client is all about, and to know what is really important to them, you have to join them at the table and break bread. 

Learn more about Emlen by visiting Gen Next Wealth.

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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