The Human Advisor Podcast
1) Larry Sprung on building an inclusive practice inspired by family values
At a young age, Larry Sprung quickly learned the value of a dollar. Losing his mother early on, Larry watched his father stretch every penny to care for him and his sister. These family values are the...Show More
2) Dr. Preston Cherry on striking a balance between life goals and money
Dr. Preston Cherry of Concurrent Financial Planning has put together a toolbox for his clients built on what they really want from their life. It starts with an honest self-audit: admit where you are,...Show More
3) Anna N’Jie Konte on empowering women in the financial industry
Anna N'Jie Konte is passionate about empowering minority women, especially as a mother to three young girls. Like many other women in this industry, her journey to becoming a financial advisor wasn't ...Show More
4) Matthew Ricks on balancing family, finding community, and serving special needs clients
Matthew Ricks believes that every advisor needs a community to lean on. Through his advisor community, he found the courage to set out and become an entrepreneur. On his path, through pro bono work, M...Show More
5) Preston McSwain on humanizing the business of advising
From humble beginnings to founding Fiduciary Wealth Partners, Preston McSwain’s journey is laced with pivotal moments that shaped how he guides his clients. At the center of everything are the people ...Show More
6) Lazetta Rainey Braxton on how representation can change the finance industry
The founder of Lazetta & Associates is ready for the tough conversations about her work, the industry, and how to give more Black women a seat at the table. For Lazetta Rainey Braxton, being an adviso...Show More
Lazetta Rainey Braxton on how representation can change the finance industry
37:31 | Feb 16th, 2022
7) Anna N'Jie-Konte, Dr. David Rhoiney, and Emlen Miles-Mattingly on self-determination and representation
Can there be social equity without financial equity? For people without generational wealth, resourceful financial planning isn’t just about empowerment—it’s also about survival. In this special Blac...Show More
8) Steve Lockshin on the power of being independent
Nationally renowned advisor and entrepreneur Steve Lockshin has seen the ups and downs of the industry from the front row. But the one guiding light in his career has been believing in himself—even wh...Show More
9) Bill McNabb and Jason Wenk talk growth strategies and guiding principles for advisors
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...Show More
10) Mike Policar – The key to identifying new clients
Mike Policar found his passion for finance early, but it wasn’t until after a few professional detours that he discovered how to put that enthusiasm to work for himself and his clients. In this epis...Show More