– Strive to build long-lasting relationships with your clients17:00 – Know your audience and know how to serve them23:53 – Prospecting 101: Does this relationship have potential?27:09 – Educational seminars for prospective clients31:13 – Women empowering women44:00 – “The Juggle is Real”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 do 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 helps advisors deliver better financial advice easier. Our platform helps advisors save 90% or more on software while increasing productivity 5x and providing their clients with a delightful user experience. Learn more about us ► https://altruist.com CONNECT WITH US: Instagram ► https://bit.ly/3cNsF5K Twitter ► https://bit.ly/2ykku1L Linkedin ► https://bit.ly/3dYqDjc 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 2020 Altruist Corp