Practical insights for growth-minded advisors
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Featured
7 strategies for winning next-gen clients
Next-gen clients want weekly check-ins, values-aligned portfolios, and an advisor with an active social media presence. Here’s how to win them.
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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 Alaska
Read up on the requirements and steps for going independent in Alaska.
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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 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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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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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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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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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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How to Buy an RIA: a Guide to Acquisitions, Integrations, and Growth
In this article, we’ll explain how you can determine if an acquisition opportunity is right for you, the top considerations for structuring your acquisition, and what to keep in mind post-acquisition to ensure a smooth transition.
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How to Prepare Your Advisory Firm for a More Profitable Sale
If you’re thinking about selling your advisory firm, you’re not alone. Many advisors consider selling their firms for strategic or financial purposes. If done right, the sale can result in a life-changing outcome for the owners.
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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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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
Mind the (generational) gap — How to address the nuances of Gen X and millennial clients
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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4 Tactful Financial Advisor Networking Strategies
“Networking” gets a bad rap, but it can be highly effective. Here are 4 strategies advisors should consider.
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Article
AI in wealth management: A complete guide for 2026
In wealth management, AI helps advisors spend less time on routine tasks and more time with clients, making personalization, portfolio analysis, and firm growth easier to scale.
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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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What is a Registered Investment Advisor Custodian?
What really matters when choosing a custodian for your firm
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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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How to Start Offering Estate Planning at Your RIA
83% of investors care about estate planning. You should too.
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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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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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