Practical insights for growth-minded advisors
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Featured
5 Ways to Improve Your RIA’s Productivity
Advisor productivity is about to become much more important. Learn how RIAs can scale smartly, serve more clients, and future-proof their firms.
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Article
5 Key Tools for Breakaway Advisors
Successful breakaway advisors are leveraging technology to help with their transition to independence. Here’s what to know.
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Article
How to become an RIA in Mississippi
Here are the requirements and steps for going independent in Mississippi.
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How to become an RIA in Alaska
Read up on the requirements and steps for going independent in Alaska.
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How to become an RIA in New Mexico
Learn about the steps and requirements for going independent and starting an RIA in New Mexico.
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How to become an RIA in Rhode Island
Learn about the steps and requirements for going independent and starting an RIA in Rhode Island.
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How to become an RIA in Hawaii
Learn about the steps and requirements for going independent and starting an RIA in Hawaii.
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How to become an RIA in Louisiana
Learn about the steps and requirements for going independent and starting an RIA in Louisiana.
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Article
Grow Your Practice with Equity-Compensated Clients
How financial advisors can help young, equity-compensated clients manage taxes, mitigate risks, and plan for the future to grow their practice effectively.
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Article
Serving A High-Touch, High-Profit Niche: Self-Employed Business Owners
Advisors can tap into the lucrative niche of self-employed business owners by addressing their unique financial challenges.
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How to Buy an RIA: a Guide to Acquisitions, Integrations, and Growth
Selling your advisory firm is a life-changing event for many advisors. However, approaching a potential sale requires serious preparation.
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How to Prepare Your Advisory Firm for a More Profitable Sale
Selling your advisory firm is a life-changing event for many advisors. However, approaching a potential sale requires serious preparation.
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Crafting the Perfect Financial Advisor Business Plan
For long-term success, financial advisors must create a comprehensive business plan.
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How to Get Your First 100 Clients as a New RIA
Jason Wenk, CEO of Altruist, provides a detailed guide for how to get your first 100 clients as a new RIA.
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3 Ways to Use Benchmarking for Better Client Outcomes
Three ways that advisors can use benchmarking to produce better client outcomes.
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Article
Not Using Client Testimonials? Here’s How Financial Advisors Can Do It (Compliantly)
Learn how financial advisors can compliantly use client testimonials to boost their business with our detailed, step-by-step guide.
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Article
$300M in Three Years? Peak Retirement Planning Gets Marketing Right
How one firm skyrocketed to $300M in assets by leveraging a multi-channel marketing strategy focused on “Midwestern Millionaires.”
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Mind the (Generational) Gap — How to Address the Nuances of Gen X and Millennial Clientseach
Learn how to effectively address the distinct financial preferences of Gen X and Millennial clients to build trust and long-term relationships.
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12 Takeaways from the 108-page Kitces Advisor Marketing Survey
We reviewed all 108 pages of the 2024 Kitces Advisor Marketing Survey so you don’t have to.
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Content Marketing Masterclass: Part 2
In Part 2 of the Content Marketing Masterclass, Altruist’s Head of Content breaks down the most common pitfalls of financial advisor websites, how to fix them quickly, and the 2 assets that will turn your site into an engine that generates and qualifies leads.
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How Financial Advisors Can Market to Gen X
Gen X is set to inherit tens of trillions of dollars. How can financial advisors effectively market to Gen X clients?
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How Advisors Can Appeal to Gen X During the Wealth Transfer
Gen X is set to inherit $53 trillion over the next 20 years. Here’s how advisors should think about the wealth transfer.
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Article
5 Ways to Improve Your RIA’s Productivity
Advisor productivity is about to become much more important. Learn how RIAs can scale smartly, serve more clients, and future-proof their firms.
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Article
What is an RIA Custodian? Exploring the Best RIA Custody Options for Advisors
What really matters when choosing a custodian for your firm
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How to Start Offering Estate Planning at Your RIA
83% of investors care about estate planning. You should too.
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How to Start Offering Tax Planning at Your RIA
What you need to know about offering tax planning services to your clients and, most importantly, how to stay out of legal trouble.
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The ‘Little Things’ That Helped This $480M Firm Choose Altruist
How one RIA chose Altruist—and how it compares to their previous custodian.
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How Does Altruist Make Money?
How does Altruist generate revenue? We get this question a lot and we’re happy to be transparent about it.
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Faster Client Onboarding, Better Tools — A Chat with A.J. Toce
One advisor’s experience transitioning from SSG to Altruist following the merger.
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Article
How to Create a Financial Advisor Meeting Script for First-Time Clients
A meeting script for first-time clients helps you effectively uncover your client’s needs and financial goals.
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Article
How to Build a Team and the Impact of Talent on Growth
Everything RIAs need to know about hiring, including roles to consider, how to evaluate talent, and mistakes to avoid. Authored by Jason Wenk, CEO.
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4 Ways That Financial Advisors Can Help Shrink the Wealth Gap
What advisors can do to accelerate economic advancement for Black Americans and other minority groups. Authored by Dasarte Yarnway, Head of Community.
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