The
go-to guide
for going independent.
Get your RIA firm up and running in 6 months or less. Answer unknowns, chart your path, and get ready to experience the benefits of breaking away.
Your comprehensive guide for overcoming the central challenges of going independent, plus a detailed timeline and checklist, and an email course on business ownership basics.
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This guide includes:
Side-by-side comparisons of the business model you’re leaving vs. the one you’re moving towards (and why RIA take-home pay is almost always higher)
The #1 thing you need to know about setting up compliance and the simple way to get it right
The 3 part process of transitioning your clients (including a detailed break-down of prep, communications, and project management)
Where to leverage the 8 pieces of RIA technology to level up your client experience and your services
Master business ownership basics with our accompanying 5-day email course for first time entrepreneurs.
How to assemble a tech stack that delivers exceptional clients experiences and ease for your RIA
What to look for when evaluating a custodian— and how to think about their role in your firm’s growth
A simple framework for evaluating start up and ongoing costs
The primary benefits of choosing a custodian that is vertically integrated and built for RIAs
7 major pitfalls to avoid when bringing your book of business to your new firm
About the expert.
Jason Wenk
CEO, Founder
Jason Wenk, the founder and CEO of Altruist, built two multi-billion-dollar RIAs* and has coached hundreds of emerging advisors toward success.
Modern
times call
for a modern custodian.
Use our platform to streamline RIA operations, diminish overhead costs, exceed client expectations, and deepen relationships.