How did Wes White of Patriot Wealth co-build an $85MM firm without asking for anyone’s business? In this episode, Wes breaks down his success model, shares the specifics of how he identifies the right prospects for his firm (and the wrong ones), and uncovers the education-led outreach strategy that led to the rapid growth of his firm. 

ABOUT ALTRUIST:

We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. 

Want to find out how Altruist can help you grow? See more at www.altruist.com/advisorjourneydemo

STAY CONNECTED: 

Instagram ► https://www.instagram.com/altruistcorp/  

Twitter ► https://twitter.com/altruist  

Linkedin ► https://www.linkedin.com/company/altruistcorp/  

EPISODE HIGHLIGHTS:

Developing a seminar that works for your clients: 6:45-10:23

The “no-pressure” approach that can grow your firm: 10:57-14:45

The economics behind creating and filming a class: 15:45-17:10 

The experience of the class from beginning to end: 17:30-21:05

Turning a student into a client: 22:47-28:35 

Wes’ secret to growth: 28:51-30:59

RESOURCES IN EPISODE: 

Patriot Wealth 

ADDITIONAL EPISODE RESOURCES 

This RIA grew from $0-30M in one year-no selling involved

A guide to serving your niche 

A purpose-based planning approach to serving your clients

For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey on Apple Podcast, Spotify, or wherever you listen to podcasts.  

ABOUT ALTRUIST:

We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.

Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts

STAY CONNECTED:

Instagram ► https://www.instpagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

RESOURCES IN EPISODE:

Altruist

For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.

ABOUT THE ADVISOR JOURNEY:

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you ca...