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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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A friendly reminder to nurture your clients, employees, and yourself

If your cup is empty, you have nothing to give. During times of uncertainty, it’s all too easy to let stress overwhelm you and spread yourself too thin. 

That’s why Nina O’Neal of Archer Investment Management, is reminding you to not only take care of others, but to take care of yourself first. If you need to unplug and decompress, that’s okay. 

It’s time to be kind, take the time you need to recoup and re-energize, and then you can be the best for your clients and employees. 

Nina also shares her advice on how the industry can help encourage and empower women, and how women can also navigate their own path of success.  

Nina O’Neal is a Partner & Investment Advisor with Archer Investment Management. Connect with Nina by visiting her company's website.

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About Grow

Grow by Altruist is a show dedicated to bringing business growth advice to advisors, by advisors. I'm your host Tyrone Ross and each week I sit down with industry professionals as they share their best ideas around attracting new prospects, building a successful firm, and keeping clients happy. Watch more episodes here.

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