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Thank you so much for watching. Please let us know if we can assist in any way. Also, please check out our RIA launch kit at altruist.com/independence/ for helpful info as well.
Thank you very much. We are so grateful to have Dasarte on our amazing team. You can check him out weekly on our podcast, The Advisor Journey, available on your favorite podcast platform.
Hi, Jeremy! Thank you for this awesome question. We heard that you are meeting with a member of our team this week. We are so excited to meet you and answer all of your awesome questions. Let us know if you need anything additional.
Hi, Jeremy! Thank you for this awesome question. We heard that you are meeting with a member of our team this week. We are so excited to meet you and answer all of your awesome questions. Let us know if you need anything additional.
Hi, Jeremy! Thank you for this awesome question. We heard that you are meeting with a member of our team this week. We are so excited to meet you and answer all of your awesome questions. Let us know if you need anything additional.
Hands down one of the best videos! I'm currently getting licensed and coming up with my business plan as a new advisor. Thank you for this video and wonderful insights.
Mitlin is expanding to serve more families and we are adding to our team! You are a service-first advisor please feel free to reach out to us (or Larry) for more information about how we can help you find your freedom.
Thank you for sharing the challenges Black folks face growing up and how we are expected to always push through and keep moving. I like how Lazetta talked about the role of therapy in helping her reconcile her childhood with her current success.
Thank you for the disclosures about your genesis story. It helps to understand our core family orientation and even how our birth order can inform our behavior. This really allows us, the audience, other BIPOC viewers to understand the trajectory of your ascent. Ironically, I just investigated the Interviewer's company and when I saw the entry cost, I struggled to figure out how those of us from meagre beginnings can enter this industry.
This is so true, we were not taught that financial freedom was even possible. We adopt our beliefs about money from our parents, then we live that out in our own lives. Positive financial education needs to start in schools.
A Servant Leader. What seems to be missing in my past financial relationships. I think that this will not only improve our communities, but more likely improve us as humans - and advisors.
It's great to see someone who realizes that owning a bunch of tech does not win you more business. It's about the right tech that's simple and executable.
Can’t thank all three of you enough for this. I’m at a reflection point in my 19 year career as a financial planner and to say this is encouraging to hear others out there that share my passion and perspective is an understatement- but so incredibly encouraging! Immense amount of gratitude for being able to listen to this🙌🏻
"Maybe I could leave this town and go do something." :) ... Great interview, Dasarte Yarnway & Jason Wenk. THA is such a special series: origin stories inform everything.
