Scale - All posts

Here are 9 must-have tools for financial advisors

Deciding which software to use for an RIA ensures your firm's success. Here are the 9 tools advisors should consider.

04/18/2022

How to create a financial advisor meeting script for first-time clients

A financial advisor meeting script for first-time clients helps you effectively uncover your client's needs, thoughts about money, and financial goals.

04/27/2023

AI, Support, and the next frontier of RIA scale

Discover how RIAs can scale with AI support, detailing the impact of technology on revenue, efficiency, and the strategic role of support staff. Also, learn practical ways to integrate AI tools.

01/11/2024

Everything you need to know about Performance Reporting Software

Here’s a comprehensive feature list of what to look for when selecting a performing reporting software solution for an RIA.

11/01/2022

Choosing the best CRM for financial advisors

For financial advisors, not all CRMs are made equal. Learn what you should look for when choosing a CRM solution.

05/15/2023

How to choose a custodian: 7 questions every RIA should ask

Altruist outlines the 7 questions every RIA should ask when wondering how to choose a custodian for their clients' investment needs.

03/23/2022

Crafting the perfect financial advisor business plan

For long-term success, financial advisors must create a comprehensive business plan. Learn how to do it in this article.

05/16/2023

6 essential features of RIA billing software

Finding the right RIA billing software is critical for advisors seeking to grow and scale their businesses. Here are six key components to consider.

08/23/2023

How to Start Offering Estate Planning at Your RIA

Help your clients prepare for the future by integrating estate planning services into your RIA, offering comprehensive solutions, and building multi-generational relationships.

10/30/2024

3 insights on the current state of the RIA industry

In 2023, advisors have a unique opportunity to explore new ways of scaling. This article looks at the key themes and considerations around technology, infrastructure, and client experience.

12/20/2022

Tips for new financial advisors: 8 ways to scale your growing RIA

With millions of new financial advisors entering the market, Altruist offers tips for new financial advisors to find success and make an impact.

02/18/2022

Building an RIA firm that scales

There are many reasons it's important to build an RIA firm that scales, including the ability to deliver better service to your clients and achieving great profitability.

03/23/2022

How to Start Offering Tax Planning at Your RIA

Learn how to offer tax planning at your RIA, enhance client value, and avoid legal pitfalls with Altruist's 'getting started' guide.

10/30/2024

Steve Lockshin on the power of being independent

Gain invaluable insights from Advisor Steve Lockshin, who's witnessed the industry's highs and lows from the front row.

11/18/2021

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. In this article, we’ll explain what you should know to confidently begin the sale process and maximize your firm's value.

10/11/2024

The tech-enabled advisor

The Tech-Enabled Advisor: How modern advisors are balancing automation and the human touch for better client outcomes

03/29/2022

20 questions financial advisors should ask in client meetings

Twenty financial advisor interview questions to help unlock greater client satisfaction, longer-term relationships, and more referrals.

05/15/2023

How to get your first 100 clients as a new RIA: Part three

For the final part of How to Get Your First 100 Clients, Jason Wenk, CEO of Altruist, discusses how your current clients can lead to new ones.

08/15/2022

How to get your first 100 clients as a new RIA: Part one

This three-part series from Jason Wenk, CEO of Altruist, explains how to get your first 100 clients as a new RIA.

08/15/2022

5 time management tips for financial advisors

Altruist’s Head of Community Dasarte Yarnway shares 5 powerful time management tips to help financial advisors buy back time and focus on your best (and revenue-generating) work.

03/17/2022

How to get your first 100 clients as a new RIA: Part two

In part 2 of this 3-part series, Jason Wenk, CEO of Altruist, explains how to find the ideal clients you love working with and provide the most value.

08/15/2022

3 ways to use benchmarking for better client outcomes

The Value of Benchmarking for Financial Advisors: Top 3 Ways to Use Benchmarking for Better Client Outcomes

04/11/2022

Bill McNabb and Jason Wenk talk growth strategies and guiding principles for advisors

Get time-tested growth strategies from two industry veterans in the latest episode of The Human Advisor.

11/12/2021

How to build a team & 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.

03/29/2023

4 ways that Financial Advisors can help shrink the wealth gap

Now, more than ever, we have a society of capable and conscious financial professionals that can make a deep impact within the Black community and beyond. Dasarte Yarnway shares a few things that we all can do to accelerate economic advancement for Black Americans and other minority groups.

02/27/2023