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. That’s why Altruist is proud to announce the launch of The Human Advisor, a podcast that emphasizes the human-to-human. There’s a new breed of modern advisors who want to make a difference, do something meaningful, and actually help people. And in our series, we’re telling their stories. To open the show, host Tyrone Ross holds a roundtable conversation with Jason Wenk and Alex Chalekian about storytelling, the inside scoop on what to expect from Altruist, and how they’re going to disrupt financial services.
Watch the video recording here.
01:43 – Why Jason is fed up with the industry and why he started Altruist
05:50 – How Alex injects his grandfather's legacy into his financial advice
11:33 – Jason talks about what Altruist is doing to help advisors and disrupt the industry
19:41 – Free Jewelry how large firms get huge reimbursements on tech fees (and why smaller practices get screwed)