The Human Advisor

Lindsey Woodward – Attracting the right clients through authenticity

Episode Summary

Growing up in small-town New Mexico taught Lindsey Woodward a lot about the value of authentic relationships. If you did something wrong, the whole community would hear about it in no time. There was no room to be a phony when everyone knew you. That experience now guides Lindsey’s work as an advisor, where she has built a career out of being her authentic self and helping clients build portfolios that align with their values.

Episode Notes

Watch on YouTube

Discover more on our network ► https://grow.altruist.com/

0:00 Intro 

9:20 Becoming an advisor 

13:27 ESG investing

17:58 Walking in purpose 

22:37 Authentic Self & overcoming imposter syndrome

25:41 Scaling your business 

27:10 Stay in touch with Lindsey

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. 

Learn how we can help you grow ► https://altruist.com/product/

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

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. 

All Copyright 2021 Altruist Corp