Offer clients 5.10% APY with Altruist Cash
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.

See for yourself
explore product
Take a self-guided tour
Get time savings and personalization without the 50+ bps price tag. Explore product

Nina O'Neal explains how to build life-long relationships with your clients

If you do right by your clients, your business will be successful.


Nina O'Neal has built a thriving practice with clients she loves by clearly demonstrating her personal core values and financial planning knowledge. She's found success by staying true to herself and by doing what's right for her clients — not what's popular to get paid.

Nina will inspire you to figure out what your brand identity really is, how to build long-lasting meaningful relationships with your clients, and how to leverage those relationships for prospecting and business growth.

Learn more about Archer Investments.    

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.

Learn how we can help you grow

Altruist can help you reduce software costs and increase your productivity at the same time. Learn how we do it.

Your guide to building a $100m RIA
These growth strategies will help you scale your practice rapidly.


Never miss an Altruist blog post.