“Absolutely nothing that you’ve been through in your life will be wasted. Nothing. Every pain, every struggle – nothing will be wasted. You have been given those experiences to turn them around and use them beyond yourself.”
In this special edition of The Human Advisor, I sit down with Altruist CEO, Jason Wenk, as host. Hear my story of triumph, broken dreams, emotional struggles, and overcoming life obstacles.
I'll share how to build a successful community, marketing best practices, and how to find your own voice to share in the advisor space.
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.