Best content of 2023

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December 21, 2023

A look back at some of the highest rated, viewed, and shared content of 2023…

Blog

A financial advisor’s guide to SEO.

As part of a much larger digital marketing education series (the whole of which can be found here) this piece breaks down the most critical, actionable, and quick-to-implement content advisors need to improve their content and website’s ranking.

Honorable mention: What does it cost to start your RIA?

For the advisors considering a move to full independence, this piece breaks out the spreadsheets and provides a simple model to project earnings and equity growth over the next 10 years.

Podcast

Michael Kitces on scale and the developing role of AI

Michael joins Jason and Dasarte for a metrics-driven, highly lucid analysis of the impact that tech has had (and will continue to have) on the RIA model. Listen on Spotify or Apple.

Honorable mention: Matthew Jarvis (The Perfect RIA)

A no-holds-barred discussion rich with insights and lessons from Matt, covering his experience (and numerous topics adjacent to) building a highly successful RIA. Listen on Spotify or Apple.

Webinar

Content Marketing Masterclass Part 2

The second of three, hourlong deep dives into content marketing — Altruist’s head of content, Will Steiner, explores the secrets to advisor websites that convert. Be sure to check out all 3 parts at altruist.com/webinars

Honorable mention: New Year Planning for Exceptional Growth

Nearly one year ago, Jason gave a powerful presentation to advisors planning for a successful 2023. He covers critical themes and strategies that have, time and again, produced outsized growth.

And if you only click one thing... let it be this:

Bill McNabb’s Advisor Summit Keynote

This is the recording of an address given by former Vanguard CEO and current Altruist Board Member, Bill McNabb at the 2023 Advisor Summit. The speech is filled with incredible stories and lessons in leadership.