Former Vanguard CEO Bill McNabb and Altruist CEO Jason Wenk know what it takes to be a great financial advisor: Be good to your clients. Integrity is key. Know a lot about everything. This may sound all well and good, but how do you actually go about putting these principles into practice? And how do they turn into the growth that you’re working so hard to achieve? That’s exactly what Bill, Jason, and host Dasarte Yarnway reveal in this eye-opening conversation.
0:00 Intro
4:25 The importance of staying curious as an advisor and mastering your craft
13:16 Principles to grow your business 19:59 Principles to run your business and adding value
28:20 What does the advisor of the future look like? / The use of technology / Vanguard flywheel
36:00 What are your clients looking for?
39:15 Advice for the emerging advisor
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ABOUT THE HUMAN ADVISOR:
This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well 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.
ABOUT ALTRUIST:
Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size.
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Disclaimer: The views expressed in this video by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided.
Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors.
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