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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Morgen Rochard on what really matters to your client

When Morgen Rochard set out to build her business, Origin Wealth, she focused on traditional wealth management principles and investments.



As she began working with clients, she quickly realized there was a disconnect between the traditional services she offered and her client’s needs.  

To better align with those needs, Morgen restructured her practice with an emphasis on humanizing finances and bringing it back to the family system. By focusing on the person behind the financial transaction, she is able to gain a deeper understanding of what their true goals are and can help them achieve the legacy they envision.

Connect with Morgen Rochard at Origin 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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Your guide to building a $100m RIA
These growth strategies will help you scale your practice rapidly.


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