In this episode, inspired by our Twitter community, Jason and Dasarte sit down and address some of the major concerns that advisors face: SEO and specialization. Jason shares his theories around best SEO practices and the importance of specialization for your firm. Dasarte offers advice on how to answer the one question that all advisors are bound to hear. Tune in now for this special episode! 

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:

The secrets to SEO for financial advisors: 2:31-7:30

How to answer “what do you do?” as an RIA: 8:01-10:10

The key to specialization: 10:11-13:13

RESOURCES IN EPISODE: 

Altruist

ADDITIONAL EPISODE RESOURCES 

What 9 advisors wish they knew before starting an RIA

SEO, marketing online, and creating content that matters as a financial advisor 

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 THE ADVISOR JOURNEY: 

Real-life

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...