The Advisor Journey

Last week we spoke with Chelsea Ransom-Cooper on how her firm used automation to scale to $50M in AUM in less than two years. This week we have her partner, Jason Ray, on the show to share the next key part of their business model: institutional clients. Working with institutional clients has led to rapid growth for their RIA. In this episode, Jason offers some tactical advice that can help you secure non-traditional clients and grow your 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:

Generating revenue from planning fees: 4:18-5:34

What is an institutional client and what are the benefits and challenges: 6:58-10:06

The process of getting an institutional client and the importance of knowing the constituent: 10:07-15:34

Tips for the first meeting with an institutional client and closing the deal: 15:35-20:39

Creating a plan for the institutional client: 21:01- 23:26 

How institutional clients have led to growth in two years: 23:27-25:30 

RESOURCES IN EPISODE: 

Zenith Wealth 

ADDITIONAL EPISODE RESOURCES 

Becoming a multi-million dollar RIA 

Launching a modern RIA 

4 ways to target your messaging to speak to a niche client

Innovative growth strategies from AGC

ABOUT ALTRUIST:

We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs.

Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us

STAY CONNECTED:

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

Twitter ► https://x.com/altruist

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

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...

Chelsea Ransom-Cooper and her partner, Jason Ray of Zenith Wealth, have built a firm with over $50M in AUM in just over a year. A large part of their success comes from creating an efficient onboarding process for not only themselves but also their clients. In this episode, Chelsea walks us through how to automate your process while still building long-lasting client relationships.

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:

Getting to $50M in AUM in just under a year: 6:18-7:44

Which automation tools can help you scale your business: 7:45-10:52

How pursuing referrals can help you launch your RIA: 11:53-13:55

Working with a consultant and how often should you do a tech stack audit: 13:56-16:41

The process of onboarding your clients and the conversation that closes the deal: 16:42-23:01

The cost of becoming operationally excellent: 23:15-24:02

RESOURCES IN EPISODE: 

Zenith Wealth 

Level Best

RightCaptial 

Wealthbox

Hubly 

ADDITIONAL EPISODE RESOURCES 

The tech-enabled advisor

Bui

ABOUT ALTRUIST:

We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs.

Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us

STAY CONNECTED:

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

Twitter ► https://x.com/altruist

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

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...

To celebrate our mid-season drop, we’re featuring a special conversation between hosts Dasarte Yarnway and Jason Wenk. In this episode, Dasarte interviews Jason and gets his thought on market volatility and how a down market impacts not only financial advisors but their clients.

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:

How normal is market volatility really and how to communicate it with your clients:  2:38-10:54

Planning opportunities for your clients in a down market: 10:54-12:50 

Helpful tech for your RIA in the down market: 12:51-16:11 

Two helpful tips for financial advisors dealing with market volatility: 16:27-19:11 

RESOURCES IN EPISODE: 

https://altruist.com/

ADDITIONAL EPISODE RESOURCES 

Helping clients navigate market volatility 

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.  

DISCLAIMER:

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 can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.

Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp offers a software platform that helps financial adv

ABOUT ALTRUIST:

We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs.

Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us

STAY CONNECTED:

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

Twitter ► https://x.com/altruist

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

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...

Transitioning from a wirehouse to an independent advisor can be challenging.  In this episode, Mike Policar of NGP Financial Planning talks with hosts Jason and Dasarte about how to successfully make the transition. He outlines the mistakes, so you can avoid them.

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

EPISODE HIGHLIGHTS:

The journey from wirehouse to independent advisor: 4:13-10:22

The magic flip that switched the game as an independent advisor:10:23-13:50 

How to develop the mind of a business owner and face your fear:  14:20-17:27 

The expenses of the former landscape and software that every RIA needs: 18:01-22:47

Advice for those wanting to go independent with confidence: 22:48-28:36 

RESOURCES IN EPISODE: 

https://ngpfinancial.com/

ADDITIONAL EPISODE RESOURCES 

How to go independent with confidence

8 signs it is time to breakaway from the wirehouse and start an RIA 

4 ways to tell if you are ready to start your own RIA

Everything you need to know to set up your RIA compliance program

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.  

STAY CONNECTED: 

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

Twitter ► https://twitter.com/altruist  

Linkedin ► 

https://www.linkedin.com/company/

ABOUT ALTRUIST:

We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs.

Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us

STAY CONNECTED:

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

Twitter ► https://x.com/altruist

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

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...

Data collection and automation is the key to building an efficient RIA. Nick Davis of Brindle & Bay Wealth Management has successfully scaled his practice to millions of dollars in AUM through data collection and client experience. In this episode, Nick shares the specific data points that you should collect from your clients and how to create a client experience that's not only efficient but unforgettable.

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:

How a “data-driven approach” leads to RIA growth: 6:43-10:00

Top of the funnel data points to focus on as a financial advisor: 10:01-14:31

Incorporating data collection into the client experience: 14:32-20:20

Saving time as a financial advisor 20:21-22:46 

Creating a user experience for your clients 22:46-25:53

RESOURCES IN EPISODE: 

https://www.brindleandbay.com/

ADDITIONAL EPISODE RESOURCES 

The tech-enabled advisor 

5 time management tips for advisors

Here’s how to become a digital firm first to provide a better experience for your clients 

Digitizing a legacy financial firm 

For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey on Apple Podcast, Spotify, or w

ABOUT ALTRUIST:

We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs.

Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us

STAY CONNECTED:

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

Twitter ► https://x.com/altruist

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

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...

How does business infrastructure contribute to the success of your RIA? Jared Machen went from $14 million to more than $67 million in AUM in two and half years, and he’s a leading financial advisor in Texas. How did he do it? Jared joined forces with another advisor and created a repeatable, efficient infrastructure. Tune in to learn how building the right infrastructure for your firm can lead to exponential growth.

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: 

How a partnership helps create an enduring brand: 0:48-8:16

Modular planning and process development:  8:17-10:45 

Guardrails to ensure your firm’s growth: 10:46-12:11 

What is infrastructure, how does it affect your practice, and when you should consider it: 12:12-17:40

How infrastructure helps drive demand: 17:41-23:27

Rapid-fire questions with Jason and Dasarte: 23:28-25:54 

RESOURCES IN EPISODE: 

Brownlee Wealth Management

Wealth Box

Hubly 

ADDITIONAL ALTRUIST RESOURCES:  

A purpose-based planning approach for the modern advisor 

Digitizing a legacy financial firm 

Why it is hard for some to grow their financial advisor business

For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey on Apple Podcast, Spo

ABOUT ALTRUIST:

We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs.

Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us

STAY CONNECTED:

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

Twitter ► https://x.com/altruist

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

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...

So what exactly is a marketing wheel and why is it critical for scaling your RIA practice? Taylor Schulte, listed as a Top 100 Financial Advisor by Investopedia, sits down with Jason and Dasarte to explain how defining your wheel is key to rapid growth. Taylor also shares insights into search engine optimization (SEO) and how advisors can take quick steps to acquire more clients.

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: 

How to focus on your practice’s niche: 4:36-7:17 

How to develop your marketing funnel: 7:18-11:23

Taylor’s top 3 marketing considerations: 11:24-15:43 

Specific tactics for growing your RIA with content marketing and SEO: 15:44-29:05 

Rapid-fire question with Jason and Dasarte: 29:06-30:51 

RESOURCES IN EPISODE: 

https://www.definefinancial.com/

ADDITIONAL ALTRUIST RESOURCES:  

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

Master a great digital first impression to attract your ideal client 

Thinking long term about your growth: content is king 

5 helpful tips for building content that your audience will care about 

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 independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs.

Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us

STAY CONNECTED:

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

Twitter ► https://x.com/altruist

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

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...

In the debut episode of The Advisor Journey, Altruist founder and CEO Jason Wenk and Head of Community Dasarte Yarnway start to tackle one of the trickiest issues for emerging financial advisors: How do you get ahead when it feels like the deck is stacked against you? Jason shares his industry insights, real-life experiences, and key strategies that every advisor should keep in mind.

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/  

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 can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.

www.altruist.com/advisorjourneydemo

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 altruist.com/product 

STAY CONNECTED: 

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

Twitter ► https://twitter.com/a

ABOUT ALTRUIST:

We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs.

Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us

STAY CONNECTED:

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

Twitter ► https://x.com/altruist

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

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...

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 can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.

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/  

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 can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.

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 altruist.com/product 

STAY CONNECTED: 

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

Twitter ► https://twitter.com/altruist 

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

Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp offers a software platform that helps financial advisors achieve better out

ABOUT ALTRUIST:

We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs.

Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us

STAY CONNECTED:

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

Twitter ► https://x.com/altruist

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

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...