Last month I visited the new Altruist HQ to spend an hour with my friends Jason Wenk and Dasarte Yarnway and record an episode of their podcast The Advisor Journey. Hanging out with Jason and Dasarte alone was worth the trip out west and having the opportunity to share a little about my journey as a financial advisor and the evolution of my work as an advisor to incorporate spirit, mind, and body into financial planning was the exclamation mark on the entire experience.
I’m thankful they shared their platform with me to share my message, my why, and hopefully inspire more advisors, and possibly clients, to rethink their approach to financial planning.
The episode dropped today and you can check it out here!
Let me know what you think!
Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.
