3 years later. This conversation still serves a great deal. Thank you all for the insights. I’m in the process right now.

You have exceptional communication skills. I like how you got him to open up

How can I easily do an ACAT TOA?

Where can a client do Transfer of Assets? ACH transfer is easy, but not ACAT...

Ron's energy is contagious

It sounds interesting...

This is great! Just got my RIA approved :D So excited!

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.

Great clip!

Great clip!

Great panel

Really appreciate this talk

Glad you interviewed Larry. He is a caring, ethical person who cares about his family and the clients his firm helps.

such a great listen

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.

Great listen!

Thank you for having Larry on the show

Great chat. Matt is such an awesome guy

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.

This commercial is so good!! I would love to know who did it for you all.

Thanks for sharing, Anjali

Great clip! Love the thought Anjali put into her site. . "Simple & intentional". We found the same results when we simplified our site too!

𝕡𝕣𝕠𝕞𝕠𝕤𝕞

First comment ✊🏿

@samantha russell this is excellent!

🙌🏽

Wonderful conversation!

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.

I look forward to hearing more about Onyx

Amazing. Thoroughly uplifted.

This is so powerful!!! 🙏🙏🙏

Very informative! Appreciate the content and valuable resources you shared.

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.

This is beautiful

Great advise and wisdom for all entrepreneurs🙏🏻

One of the best yet 👏

Very helpful. Thank you

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.

“Why didn’t I do this sooner?” So true!

Yes!! Love this.

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.

Great interview, except the comment on iphone being luxury, the tech guys look at it as a sign of ignorance.

Love this episode! Thanks for sharing!!

This episode is amazing. Thank you!

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.

Dasarte is the best. So excited for what Altruist is building.

I have so much respect for Josh, let me tell you

Amazing conversation, very impressive. You guys are all amazing.

At the 5:43 mark Taylor mentions a product he uses but there is a glitch. Does anybody know what he said?