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.


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Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. That’s why Altruist is proud to announce the launch of The Human Advisor, a podcast that emphasizes the human-to-human. There’s a new breed of modern advisors who want to make a difference, do something meaningful, and actually help people. And in our series, we’re telling their stories.

In our first episode, I chat with Jason Wenk and Alex Chalekian about storytelling, the scoop on Altruist, and how it will disrupt financial services.


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.

Watch more episodes.

 

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