Breakaway Chronicles—An RIA's journey to independence with Bob Gavlak, CFP
May 1, 2024

Watch this monthly series where we sit down with advisors who have successfully broken away to start their own firms. Gain insights, best practices, and valuable advice as they share their journey, challenges, and triumphs. Whether you’re considering breaking away or already in the process, this series offers invaluable guidance to empower your path to independence in the RIA space.

In our debut session, Altruist Sales Executive Sean Janas sits down with Bob Gavlak, CFP®, a seasoned advisor who’s successfully forged his path to independence.

During the session, we cover:

  • Bob’s journey to independence and what he would have done differently.
  • Challenges advisors should consider and how to find success as a breakaway advisor.
  • Best practices for advisors who are thinking of breaking away or who are new to the breakaway journey.
  • Live Q&A

Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and it isn’t a guarantee of results.

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