The Advisor Journey Money Together: Building Wealth, Partnership, and Purpose with Doug & Heather Boneparth
Doug and Heather Boneparth are redefining what it means to build wealth together.
In this episode of The Advisor Journey, the founders of BoneFide Wealth share how partnership in both life and business has shaped their approach to advising clients and leading a modern firm. They discuss the lessons behind their new book Money Together, their experience transitioning over $100M in assets to Altruist, and how the right technology can strengthen client relationships.
Doug and Heather reflect on the power of communication, empathy, and shared purpose in building both a family and a firm that thrive on authenticity.
Advisors will take away practical insight on navigating change, embracing transparency, and creating practices that serve people as well as portfolios.
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ABOUT THE ADVISOR JOURNEY:
Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
Disclaimer:
Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...