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Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

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How holistic financial planning led to over $70M in AUM with Scott Frank

Scott Frank, Founder of Stone Steps Financial, has built a successful firm by taking a more holistic approach to planning. His approach is centered on letting go of his own biases and finding a way to connect with clients effectively.  In addition to building a firm with over $70M in AUM, he has created a podcast with over 40,000 downloads per month across all podcast platforms. In this episode, Scott teaches us his unique financial planning formula and how it helps you grow when starting from scratch.

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