Go independent in 6 months or less.
Go independent in 6 months or less.
Jason Wenk, the founder and CEO of Altruist, built two multi-billion-dollar RIAs* and has coached hundreds of emerging advisors toward success.
This guide includes:
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About the expert
Don’t let the unknowns of starting your RIA slow you down. Download our comprehensive Launch Kit and start working towards better outcomes for you and your clients.
Jason Wenk
CEO & Founder, Altruist
Become an RIA the easy way.
Strategy 1—
Focus your growth
Strategy 2—
Find and build your community
Strategy 3—
Simplify your tech
This guide includes:
Everything you need to overcome the 4 central challenges of breaking away.
Compliance, custody, tech, timelines, business operations, and the economics of running your own RIA – it’s all detailed here to help you bring your favorite clients to your new firm.
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 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
What to look for when evaluating a custodian – and how to think about their role in your firm’s growth.
Master business ownership basics with our accompanying 5-day email course for first time entrepreneurs.
The #1 thing you need to know about setting up compliance and a simple way to get it right
A simple framework for evaluating start up and ongoing costs
Master business ownership basics with our accompanying 5-day email course for first time entrepreneurs.
Where to leverage the 8 pieces of RIA technology to level up your client experience and your services
7 major pitfalls to avoid when bringing your book of business to your new firm
The #1 thing you need to know about setting up compliance and a simple way to get it right
The main steps you need to take to make a move in 120 days or less in an interactive timeline PDF
How to prepare and interview a compliance consultant (2 types of questions to ask)
The primary benefits of choosing a custodian that is vertically integrated and built for RIAs
A simple framework for evaluating start up and ongoing costs