Podcasts about altruist

Joe Schmitz joins The Advisor Journey to reveal how he's built Peak Retirement Planning from a solo practice to a firm with nearly 60 team members in just three years, growing to $300 million in assets under management.Joe shares his laser-focused approach to serving "Midwestern Millionaires" – clients with $1-10 million in assets who embody the hardworking, frugal values he grew up with in rural Ohio. His multi-channel marketing strategy through YouTube, workshops, books, and Kiplinger articles now generates over 40 qualified prospects weekly.The conversation explores Peak's extreme hiring standards (just 9 hires from 2,600 applicants last year), their collaborative client service model, and Joe's mission to disrupt traditional retirement planning by providing comprehensive service beyond the typical investment-only or insurance-only approach.ABOUT ALTRUIST: We're on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and ser...

In this value-packed episode, Thomas Kopelman returns to share how he's built a thriving advisory practice generating $1.5 million in annual revenue with extraordinary profit margins. Thomas breaks down his business model serving business owners through a high-touch, premium flat-fee approach ranging from $12,000-$18,000 annually.Listeners will discover Thomas's detailed client service approach, including his team structure that maximizes everyone's strengths, his "reverse engineering" process to understand client needs, and his commitment to responsive service with emails answered within 12 hours. He also shares his evolution from using Twitter for client acquisition to now growing primarily through referrals.Whether you're a solo advisor looking to grow or already managing a team, this conversation delivers practical takeaways for elevating your client service model and business profitability.ABOUT ALTRUIST: We're on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and ser...

This week's podcast features an insightful discussion between host Jason Pereira and Jason Wenk, CEO of Altruist, a fintech company that is streamlining the custodian experience. They explore the origin of Altruist, how it came to fruition due to the inefficiencies faced in the financial advisory and custody space, and their journey in making the platform user-friendly and technologically advanced. Wenk details the importance of design thinking and maintaining operational efficiency while revolutionizing the existing financial systems. The conversation ends with Jason Wenk's enthusiasm about the potential of AI and other innovations in improving client outcomes. Hosted on Acast. See acast.com/privacy for more information.

In the first part of this new column about the alt-right and Speculative Fiction fandom, we get to know the author of the groundbreaking discussion, Speculative Witeness. Alan and Jordan discuss gateway genre authors, JRR Tolkien, transgressive science fiction, how SF fans experience time differently, how Jordan started studying the alt-right in conjunction with Speculative Fiction, Jordan's relationship to fandom, becoming a Hugo finalist, the treatment of genre in acadamia, the history of fascism in Speculative Fiction, neo-nazis relationship to fandom, Alan also continues his feud with Diane over Robert Heinlein vs. Phillip K Dick, and much more.  Geek Temporalities and the Spirit of Captial can be found here. You can find a copy of Speculative Whiteness here.

Send us a textIt's a solo episode for Perry today as the Beauty Brains travel schedule made it too difficult to record together. But we'll be back together next show. In the meantime, enjoy these answers to a variety of questions sent in including...1. Is Ethylhexylglycerin a suitable preservative?2. What are your thoughts about coenzyme Q10?3. Do hair thinning shampoos really help?4. What are the best ingredients for skin and hair?5. What do you make of this research article about paraben and phthalate exposure?6. Is it ok to make DIY natural deodorant?7. How do we learn the clinical data used to support the brand Germ Star One?8. Do home microcurrent devices work?9. Why do DHA products stink?10. What do you think of the brand Altruist?11. What is the difference between the baby version and normal Aquaphor?LinksThe only 4 ingredients proven to workAltruist skin careReduction of daily use of parabens and phthalatesPura d'or thinning shampooApproximate timestamps0:00 Intro01:45 Beauty questions - ethylhexylglycerin09:00 Thoughts on Coenzyme Q1016:25 - Hair thinning shampoos21:33 - Best ingredients for skin31:30 - Paraben and phthalate research38:40 - Making DIY natural deodorant44:50 - Germ Star one48:42 - Do microcurrent at home devices work51:57 - What do you think of Altruist53:35 - Why does DHA smell55:10 - Aquaphor57:40 - endingFive Ways to Ask a question -1. Send us a message through Patreon!2. You can record your question on your smart phone and email to thebeautybrains@gmail.com3. Send it to us via social media (see links below)4. Submit it through the following form - Ask a question5. Leave a voice mail message: 872-216-1856Social media accountson Instagram we're at thebeautybrains2018on Twitter, we're thebeautybrainsOn Bluesky we're at thebeautybrainsAnd we have a Facebook pageValerie's ingredient company - Simply IngredientsPerry's other website - Chemists CornerFollow the  Porch Kitty Krew instagram accountSupport the show

What does it take to transform from a hard-charging entrepreneur to a visionary leader driven by love and abundance? In this episode, The Advisor Journey welcomes Omani (formerly Ron) Carson to discuss his evolution as a business leader and person. From his early days of relentless hustle to building Carson Group into an industry powerhouse, Omani shares the key lessons that shaped his journey. This conversation is packed with insights for financial advisors, entrepreneurs, and anyone seeking purpose-driven success. Don't miss it.ABOUT ALTRUIST: We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: Altruist For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you ca...

Hosts Dasarte Yarnway and Jason Wenk sit down with Nyle Bayer and Matt Middleton, the visionaries behind Future Proof. They discuss the evolution of financial industry events, the role of AI in wealth management, and the biggest challenges advisors face today. From career-defining connections to groundbreaking innovations, this conversation dives into how technology and human relationships are reshaping the industry. Plus, bold predictions for the next five years and why embracing change is no longer optional.ABOUT ALTRUIST: We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: Altruist For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you ca...

WATCH ON YOUTUBE: https://youtu.be/dhww--wcPnkWelcome to the new quickfire series where I'm asking a wide range of people, from different careers, 10 Questions in 10 Minutes!Ep .4 is with an 'effective altruist' - Stefan Schubert. 'Effective altruists' aim to find the best ways to help others and put this into practice. Stefan is a researcher in philosophy and psychology at Effective Altruism Sweden. Subscribe for new episodes every week! Full series here: https://www.youtube.com/playlist?list=PLdXqMrbQhkyuTGEVeaxGtPXUe_Vcpn_6l

In this episode Dasarte sits down with Chris Fisher, co-founder of ISTO Advisors, to explore how a firm built on service, coaching, and intentional culture has scaled to nearly $1 billion in AUM. Chris shares how ISTO's philosophy—serving team, clients, and community—creates a foundation for sustainable growth, why investing in people (not just processes) is the key to success, and how their Director of Coaching and Culture helps every team member thrive. ABOUT ALTRUIST: We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: Altruist For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you ca...

In this episode of The Advisor Journey, hosts Jason Wenk and Dasarte Yarnway sit down with Chris Mastro of Impact Fiduciary to discuss his unique path to becoming a financial advisor. Starting as a client inspired by his own advisor's impact, Chris made the leap into financial planning after a creative career in photography and operations. Learn how Chris's blend of empathy, problem-solving, and a passion for sustainable investing fuels his practice, plus his advice for career changers aspiring to make a difference. Whether you're an advisor or just curious about the field, this episode is packed with insight and inspiration.ABOUT ALTRUIST: We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: Altruist For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you ca...

In this episode of The Tech Trek, Amir Bormand sits down with Mayuresh Hajirnis, Director of Engineering at Altruist, to discuss his fascinating journey from QA to software engineering leadership. Mayuresh shares valuable lessons on bridging the gap between QA and engineering, creating a culture of quality, and how his background has shaped his leadership approach. Whether you're in QA, development, or aspiring to lead engineering teams, this episode offers actionable insights and inspiration. Key Takeaways: Crossing the Chasm Between QA and Engineering: Transitioning from QA to engineering requires understanding the full software development lifecycle and contributing beyond immediate responsibilities. Elevating QA as a First-Class Citizen: Building a culture where quality assurance is integral to the development process leads to better products and streamlined collaboration. Empowering Teams Through Collaboration: Involving developers in QA processes and vice versa fosters mutual understanding and strengthens overall product quality. Leadership Perspectives: Experience in QA provides a holistic view that is invaluable in engineering leadership, emphasizing both quality and delivery. Advice for Aspiring Engineers: Maintain a deep understanding of code, participate in cross-functional reviews, and develop empathy for both internal and external stakeholders. Timestamped Highlights: [00:00:00] Introduction to Mayuresh and his role at Altruist. [00:01:00] Mayuresh's journey from software development to QA at Yahoo. [00:02:53] Building automation frameworks and transitioning back into engineering. [00:05:00] Challenges and opportunities in moving from QA to core engineering. [00:07:00] Treating QA automation as a first-class citizen in software delivery. [00:10:17] Bringing visibility and recognition to QA contributions. [00:13:23] How QA experience influences engineering leadership. [00:17:26] Advice for QA professionals aspiring to transition to engineering. [00:21:17] The value of empathy in engineering leadership. [00:23:46] How to connect with Mayuresh for advice and insights. Quote of the Episode: "Quality is everyone's responsibility. By treating QA as a first-class citizen in the development process, we not only ensure better products but also build a culture of confidence and collaboration." – Mayuresh Hajirnis Call to Action: If you enjoyed this episode, don't forget to like, subscribe, and share with your network. Follow The Tech Trek for more inspiring conversations with leaders in technology! About Our Guest: Mayuresh Hajirnis brings a wealth of experience from QA and automation engineering to his current role as Director of Engineering at Altruist. He's passionate about fostering collaboration and championing a culture of quality across development teams.

Markham Vineyards "The Altruist" In this episode, Rob and Scott review Markham's $30 offering in Bordeaux style Napa Valley blends as they try The Altruist.  So come join us, on The Wine Vault.

In this inspiring episode of The Advisor Journey, host Dasarte Yarnway sits down with Candice Carlton, Head of Strategy at FiComm Partners, to discuss the transformative power of authenticity in business and life. Candice shares her journey from finance to strategy, the lessons she learned about aligning work with values, and her insights on overcoming anxiety and imposter syndrome. Learn how financial advisors can harness the power of video to grow their practices, find deeper purpose, and create meaningful connections with clients. Whether you're a seasoned advisor or just starting out, this episode is packed with actionable advice to help you build a thriving, authentic practice.ABOUT ALTRUIST: We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: Altruist For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you ca...

Dasarte Yarnway and Jason Wenk break down four essential strategies to prepare advisors for a year of growth, efficiency, and client satisfaction. From choosing the right technology to defining your ideal client, Dasarte and Jason discuss actionable steps every advisor can implement now to set up for success in the coming year. Learn how to balance founder andmanager mode, leverage new tech tools, and create a marketing megaphone that speaks to your target audience. Listen now for this guide to growing your advisory practice in 2025. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED:Instagram ►https://www.instpagram.com/altruistcorp/Twitter ►https://twitter.com/altruistLinkedin ►https://www.linkedin.com/company/altruistcorp/ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer:  Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

“It's okay to stop when you're happy”is an oft-quoted line in Advisor Journey discussions. In this episode, Jason and Dasarte are joined by someone who's living it. Matt Stahl founded and successfully scaled his firm, Fiat Wealth Management. But at a certainpoint, he realized his true passions were elsewhere. Matt helps answer the question: How does one decide to walk away? ABOUT ALTRUIST: We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED:Instagram ►https://www.instpagram.com/altruistcorp/Twitter ►https://twitter.com/altruistLinkedin ►https://www.linkedin.com/company/altruistcorp/ ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

In today's episode we learn about Altruism and its objections provided by philosophy such as Objectivism. --- Support this podcast: https://podcasters.spotify.com/pod/show/phillipdfletcher/support

Clients are bombarded with investment information 24/7. How can advisors make sure their messaging is getting through? John Prendergast, founder of Blueleaf, joins The Advisor Journey for a wide ranging discussion about his experience building wealth management software, the problems advisors face as they scale, and how to manage client relations amid a noisy media environment.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.   ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Thomas Cook founded his firm, Retire to Tellico, after identifying a niche in his community that could benefit from quality financial advice and planning. Thomas joins Dasarte on The Advisor Journey for a wide-ranging discussion about starting his firm from scratch, the notion of operating with an “abundance mindset,” and strategies for serving a wider.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.    ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

In this episode, CJ sits down with Marc Greenberg, former VP of Finance & Strategy at Pixar and current CFO at Altruist, for a fascinating conversation about his career in finance. Marc sheds light on the complex budgeting process at Pixar and the long lead times, challenges, and seasonality of the movie industry. He explains how decisions are made about sequels and other financial considerations involved. The conversation also covers the acquisition of Pixar by Disney in 2006 and his firsthand experience with Steve Jobs. Marc then discusses his current role at Altruist, a modern vertically integrated custodian built exclusively for RIAs. He touches on key metrics like lifetime value and customer acquisition costs. He also talks about the evolving role of CFOs, the impact of AI on financial operations, and the lessons learned from taking a company public. Marc offers valuable advice on hiring, feedback, and the value of storytelling in the CFO role, before sharing some of the the craziest expense stories we've ever heard on the show.If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.—SPONSORS:NetSuite provides financial software for all your business needs. More than 40,000 companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅, head to NetSuite https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning. Maxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages.

This Week in Startups is brought to you by… OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist⁠ NetSuite. The number one cloud financial system, bringing accounting, financial management, inventory, and HR, into one platform. Giving you one source of truth. Download the CFO's Guide to AI and Machine Learning for free at https://www.netusite.com/twist Sprig. The Product Experience platform that generates AI-powered opportunities to continuously improve your product at scale. Visit https://www.sprig.com/twist to book a demo and get a $75 gift card. * Todays show: We reviewed the first 100 companies on the TWiST500 list, covering sectors from fintech to AI, robotics, and space. Dozens of must-know startups emerged. Today, Alex breaks down the categories seeing the most entrants and highlight some of our favorite picks. * Timestamps: (0:00) Alex Wilhelm kicks off the show (3:08) AI for Devs: Qodo & Poolside (6:25) AI Infrastructure: CoreWeave (8:43) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist⁠ (10:15) Data for AI: Tollbit & Scale (14:05) Robotics: Figure & Dusty Robotics (17:51) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netusite.com/twist (19:08) Fintech: Circle & Altruist (22:37) Cybersecurity: Huntress & Wiz (26:30) Crypto: Farcaster (28:17) Other Standouts: Harvey AI, Kojo & Albedo Space (30:04) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card. (31:17) Angel University kicks off November 6th * Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com * Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp * Companies mentioned on the show: https://www.qodo.ai https://www.poolside.ai https://www.coreweave.com https://www.tollb.it https://www.scale.com https://www.figure.ai https://www.dustyrobotics.com https://www.circle.com https://www.huntress.com https://www.wiz.io https://www.farcaster.xyz * Check out these TWiST episodes: https://www.youtube.com/watch?v=jGtV_V54m30 https://www.youtube.com/watch?v=BZPO5oYUuQU https://www.youtube.com/watch?v=ULEwo0VXlZQ https://www.youtube.com/watch?v=FdkWFoFD50Q https://www.youtube.com/watch?v=ULEwo0VXlZQ * Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm * Thank you to our partners: (8:43) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist⁠ (17:51) NetSuite - Download the CFO's Guide to AI and Machine Learning for free at https://www.netusite.com/twist (30:04) Sprig - Visit https://www.sprig.com/twist to book a demo and get a $75 gift card. * Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland * Check out Jason's suite of newsletters: https://substack.com/@calacanis * Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com * Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

 In this special host-only episode of The Advisor Journey, Jason Wenk and Dasarte Yarnway break down the key obstacle that's holding back many advisors from evolving their businesses to be more efficient and create better client outcomes. Plus, they cover helpful practice management tips around hiring (and firing), retention, listening, and feedback loops.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.   ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

In the journey to empower Altruist managers, we emphasize the critical role of clear communication and unwavering support. This episode challenges conventional leadership narratives, revealing how Altruists can excel in leadership roles by tapping into their innate strengths in influence and collaboration. How can altruists transform your team? Find out in our latest episode! Click HERE for a short video about the Altruist.Click HERE to get your very own Reference Profile.Related TBC Episodes:Head, Heart, and BriefcaseThe Collaborator ManagerThe Operator ManagerThe Promoter ManagerHERE ARE MORE RESOURCES FROM REAL GOOD VENTURES:Never miss a good opportunity to learn from a bad boss...We use The Predictive Index as our analytics platform so you know it's validated and reliable.  Your Reference Profile informs you of your needs, behaviors, and the nuances of what we call your Behavioral DNA.  It also explains your work style, your strengths, and even the common traps in which you may find yourself.  It's a great tool to share with friends, family, and co-workers.Follow us on Instagram HERE and make sure to share with your network!Provide your feedback HERE, please!  We love to hear from our listeners and welcome your thoughts and ideas about how to improve the podcast and even suggest topics and ideas for future episodes.Visit us at www.realgoodventures.com.  We are a Talent Optimization consultancy specializing in people and business execution analytics.  Real Good Ventures was founded by Sara Best and John Broer who are both Certified Talent Optimization Consultants with over 50 years of combined consulting and organizational performance experience.  Sara is also certified in EQi 2.0.  RGV is also a Certified Partner of Line-of-Sight, a powerful organizational health and execution platform.  RGV is known for its work in leadership development, executive coaching, and what we call organizational rebuild where we bring all our tools together to diagnose an organization's present state and how to grow toward a stronger future state. Send us a text

In this episode of The Advisor Journey, we sit down with Dylan Parker and Anish Karyat from Moment to delve into the intricacies of fixed-income investing and to make an exciting announcement about fixed income opportunities on the Altruist platform. As the financial landscape shifts with rising interest rates and inflation, Dylan and Anish share their perspectives on the current market conditions, key economic indicators, and how well-timed innovations in this space will help advisors better serve their clients. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.   ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Altruist's VP of Marketing, Chris Hiestand, and Head of Content, Will Steiner, join The Advisor Journey to talk about all things advisor marketing, from the key principles that drive marketing success, to specific strategies that advisors can deploy to boost their marketing game. Plus, Chris and Will offer their must-hear hot takes about what matters – and what doesn't – when it comes to winning new clients and growing your business.  ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.  ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Say goodbye to boring conferences and hello to an intentional and community-driven atmosphere where connection, learning, and innovation thrive. Experience peer-led sessions covering timely and relevant information, happy hours, and curated networking opportunities. Dive deep into three core themes: enhancing your planning skills, growing your business, and maximizing efficiency for client delight. Come be a part of our community of advisors pushing the industry forward. Visit altruist.com/altruist-academy-la for tickets. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/    ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Listen in for a dynamic live discussion on enhancing your RIA's operational efficiency. Featuring experts Angel Williams of Beck Bode, Charesse Spiller of Get Level Best, and Saundra Davis, MSFP of Sage Financial Solutions, this episode delves into practical strategies for optimizing processes, automation, and boosting client satisfaction. Discover actionable insights to streamline your operations and achieve excellence in your advisory practice.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.  ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Taylor Schulte, a renowned financial advisor and founder of Define Financial, joins The Advisor Journey to share a masterclass on advisor marketing strategies and to address some common mistakes advisors make. For example, is trying to serve a wide range of clients and blast your message out on as many channels as possible a winning approach? Taylor offers insights on creating a strong brand identity, finding the right niche for your business, and investing in a marketing funnel that delivers consistent results. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.   ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

In this episode, Dasarte takes a deep dive into the key insights and strategies shared by Stoy Hall during our recent conversation. He highlights the transformative power of storytelling in the financial advising space and how these techniques can be applied to enhance client relationships and practice growth.  ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.   ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Join us as Stoy Hall shares transformative storytelling techniques for financial advisors and shares how implementing these tools can help elevate your practice. Discover how to tailor your communication and services to various client profiles through compelling narratives and personalized advice.In this episode, you'll learn:• Techniques for understanding diverse client needs.• Strategies for crafting engaging stories that simplify complex concepts.• Tips for personalizing service offerings to enhance client relationships. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE:AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www.altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

In this episode, Dasarte recaps his favorite takeaways from our conversation with the legendary Bill McNabb.  ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.   ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

‭For advice about leading a successful career in the financial services industry, it's‬ hard to find a better source than Bill McNabb, former CEO and Chairman of Vanguard. Bill joins The‬ Advisor Journey to discuss his career trajectory, what it takes to be a leader, and how to build robust and‬ resilient teams.‬‭ABOUT ALTRUIST:‬We're on a mission to make financial advice better, more affordable, and more accessible to everyone.‬Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our‬platform saves you time and reduces your costs: You can manage your entire book of business, get‬performance reporting, and bill your clients with ease and efficiency.‬Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts‬‭STAY CONNECTED:‬Instagram ►‬‭ https://www.instpagram.com/altruistcorp/‬Twitter ►‬‭ https://twitter.com/altruist‬‭Linkedin ►‬‭ https://www.linkedin.com/company/altruistcorp/RESOURCES IN EPISODE:AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Dasarte recaps our episode with Altruist's Head of Investments, Adam Grealish about the significant–often overlooked–value of tax management. In the initial episode, Adam unpacks strategies with the potential to improve clients' after-tax, after-fee returns to the tune of 1-2% per year. The discussion also includes an overview of Altruist's forthcoming automated tax management tool, TaxIQ. For advisors exploring ways to generate additional tax savings for clients,this episode is a must-listen. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE:Altruist For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. Altruist LLC (“Altruist”) offers registered investment advisers (“Advisors”) using the Altruist platform a suite of tax management tools (“TaxIQ Tools”) including Tax Sensitivity and Tax Loss Harvesting, which, taken together, Advisors can use to provide tax management services to their clients. Tax IQ Tools are available to Advisors through Altruist's rebalancing software. The Altruist TaxIQ Tools are intended for Advisor use only and Advisors are solely responsible for determining the tax management services they deem appropriate for their clients.Tax laws and regulations are complex and subject to change, which can materially impact investment results. Neither Altruist nor its affiliates provide tax or legal advice or discretionary management of customer accounts. Customers are encouraged to consult their attorney, tax professional and/or investment advisor regarding their individual circumstance. Visit altruist.com/legal for more information. ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

As an advisor, how do you wield your digital influence? And how do you do it in an emotionally intelligent way? Industry expert Sheri Fitts joins us for an exclusive conversation with Jason and Dasarte. In this episode, she breaks down the importance of digital EQ and explains how advisors can use it to take their firms to the next level. Want to hear more from Sheri? Check out her upcoming conference SWAYLive at https://swaylive.sherifitts.com/swaylive2024ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE:AltruistSWAY | LIVEWebsite: https://swaylive.sherifitts.com/swaylive2024Dates: August 4 - 6, 2024Location: Palm Springs, CA (Room reservation information https://swaylive.sherifitts.com/SWAYLIVE2024#/venue?lang=en)Hotel: ACE HOTEL & SWIM CLUB50% OFF Coupon Code: ALTRUISTDiscount Deadline: June 30, 11:59 p.m.For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.   ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

In this episode, Altruist's Head of Investments, Adam Grealish, joins Jason and Dasarte for a conversation about the significant–often overlooked–value of tax management. Adam unpacks strategies with the potential to improve clients' after-tax, after-fee returns to the tune of 1-2% per year. The discussion also includes an overview of Altruist's forthcoming automated tax management tool, TaxIQ. For advisors exploring ways to generate additional tax savings for clients,this episode is a must-listen. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.  Altruist LLC (“Altruist”) offers registered investment advisers (“Advisors”) using the Altruist platform a suite of tax management tools (“TaxIQ Tools”) including Tax Sensitivity and Tax Loss Harvesting, which, taken together, Advisors can use to provide tax management services to their clients. Tax IQ Tools are available to Advisors through Altruist's rebalancing software. The Altruist TaxIQ Tools are intended for Advisor use only and Advisors are solely responsible for determining the tax management services they deem appropriate for their clients.Tax laws and regulations are complex and subject to change, which can materially impact investment results. Neither Altruist nor its affiliates provide tax or legal advice or discretionary management of customer accounts. Customers are encouraged to consult their attorney, tax professional and/or investment advisor regarding their individual circumstance. Visit altruist.com/legal for more information. ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Welcome to The Nonlinear Library, where we use Text-to-Speech software to convert the best writing from the Rationalist and EA communities into audio. This is: Be Proud To Be An Effective Altruist, published by Omnizoid on June 14, 2024 on The Effective Altruism Forum. Crossposted on my blog. When I was at Manifest, Austin Chen said something interesting to me: that one thing that he liked about my blog was that I was proud to be an effective altruist. I didn't treat it as an embarrassing quirk, but as something that's actively good, that's worth encouraging. A lot of EAs don't do this, which I think is sad. Scott Alexander amusingly quips: I hate having to post criticism of EA. Not because EA is bad at taking criticism. The opposite: they like it too much. It almost feels like a sex thing. "Please, tell me again how naughty I'm being!" I went to an EA organization's offices once - I think it was OpenPhil, but don't quote me on that - and the whole place was strewn with the most critical books you can imagine - Robert Reich, Anand Giradharadas, that kind of thing. I remember when I was out tabling for the effective altruism club at my University, some woman came up and started trotting out braindead anti-effective altruism arguments - something about tech bros and SBF and white saviorism. The other very reasonable and responsible EAs at the club were saying things like "hmm, yeah, that's a very interesting criticism, well, if you want to come to a meeting, we'd be happy to discuss it." I wanted to scream! These aren't serious criticisms. This is complete bullshit. Spend enough time listening to the criticisms of effective altruism and it becomes clear that, aside from those arguing for small tweaks at the marigns, they all stem from either a) people being very dogmatic and having a worldview that's strangely incompatible with doing good things (if, for instance, they don't help the communist revolution); b) people wanting an excuse to do nothing in the face of extreme suffering; or c) people disliking effective altruists and so coming up with some half-hearted excuse for why EA is really something-something colonialism. I don't want to be too mean about this, but the criticisms are unbelievably dumb. They are confused to a really extraordinary degree. The reasoning is so exquisitely poor that it's very clearly motivated. I don't say that about other subjects - this is the only subject on which the critics don't have any half-decent objections. And yet despite this, lots of effective altruists treat the criticisms as serious. 1,000 children die a day of malaria. Think about how precious the life is of a young child - concretely picture a small child coughing up blood and lying in bed with a fever of 105. We - the effective altruists - are the ones doing something about that. And not just doing a bit about it - working as hard as possible to eradicate malaria, taking seriously how precious the lives of those children are. GiveWell does research into the charities that avert misery most effectively, and then tens of thousands of EAs all around the world give to those charities, because they recognize that though they'll never see the children they help, those children matter. This is not something to be embarrassed about. Giving money to effective charities and getting others to do the same is by far the best thing I have ever done in my life. Every nice thing I've done interpersonally doesn't have half a percent the value of saving lives, of funneling money into the hands of charities so that little kids don't get horrible diseases that kill them. And yet these critics who do nothing, who sit on their asses as children die whose deaths they can easily avert have the gall to criticize those of us who are doing something, who are working to avert deaths as effectively as possible. They have the gall to criticize those of us who are working to free animals from the horrifying torture chambers known as factory farms. It's one thi...

Dasarte recaps our conversation with Ben Beck, the co-founder of  Beck Bode. Dasarte highlights three important take aways for all advisors and explains how you can apply the idea of radical honesty to your firm.  ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.   ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

In this episode, Ben Beck, the co-founder of  Beck Bode, explores the strategies that have fueled his firm's impressive growth. He highlights the transformative role of radical honesty in cultivating trust and enduring client relationships, which has been pivotal in driving exponential growth. Ben shares compelling stories and lessons from his journey, particularly his philosophy of “losing to win again,” where setbacks are seen as opportunities for future success. He also discusses his firm's challenges during expansion and how adhering to core values helped overcome these hurdles. This episode offers essential insights for business leaders aiming to foster a culture of transparency and resilience, providing them with practical strategies for sustainable success. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.   ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

In this episode, Dasarte offers a detailed recap of his insightful conversation with Charesse Spiller, the founder of Level Best. He explores Charesse's groundbreaking H.O.T. framework for achieving operational excellence. Dasarte unpacks the intricacies of this theory and provides practical, actionable strategies for seamlessly integrating these principles into your firm's operations today.. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.   ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

 In this episode, we're joined by Charesse Spiller, founder of Level Best, to explore the transformative‬ power of operational excellence. Charesse dives deep into the principles and strategies that underpin a‬ smoothly functioning business operation. She illustrates how streamlining workflows, refining processes,‬ and fostering a culture of efficiency can not only improve day-to-day productivity but also become a‬ critical driver of growth and scalability. Through real-world examples and actionable advice, she shares‬ how financial firms, regardless of size, can harness the power of operational excellence to enhance client‬ satisfaction, optimize resource allocation, and unlock new opportunities for expansion. Tune in to gain‬ valuable insights and practical tips on building a solid operational foundation that propels your firm to new‬ heights.‬ ABOUT ALTRUIST:‬‭We're on a mission to make financial advice better, more affordable, and more accessible to everyone.‬ Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our‬ platform saves you time and reduces your costs: You can manage your entire book of business, get‬ performance reporting, and bill your clients with ease and efficiency.‬ Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts‬‭STAY CONNECTED:‬‭Instagram ►‬‭ https://www.instpagram.com/altruistcorp/‬Twitter ►‬‭ https://twitter.com/altruist‬Linkedin ►‬‭ https://www.linkedin.com/company/altruistcorp/‬‭ ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

 On this live episode of The Advisor Journey, host Dasarte Yarnway is joined by guests Wes White ofPatriot Wealth, Alex Newman of Grape Wealth Management, and Jason Ray of Zenith Wealth for adynamic conversation on the unexpected, powerful ways to reach new levels of client trust.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone.Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Ourplatform saves you time and reduces your costs: You can manage your entire book of business, getperformance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/RESOURCES IN EPISODE:AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www.altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

https://www.paypal.me/Truelifepodcast?locale.x=en_USDonald SummersIntroducing the illustrious Donald Summers, a man whose wit is as sharp as his business acumen. As a speaker, author, and social entrepreneur extraordinaire, Donald has navigated the tumultuous seas of altruism with a compass firmly pointed towards success.With the finesse of a seasoned captain, Donald founded Altruist Partners in 2006, a beacon of hope for nonprofits and social enterprises seeking guidance amidst the tempest of ambition. From the verdant forests of Seattle to the bustling streets of Washington DC and the fog-kissed alleys of London, Altruist has unfurled its sails to aid organizations in charting a course towards lofty goals.With a knack for turning dreams into reality, Donald has led his clients to astonishing heights, boasting growth rates that would make even the most seasoned financiers do a double-take. With a median annual growth rate of 25% and a return on fees that could rival the treasures of ancient mariners, Donald's prowess in the realm of altruism knows no bounds.A graduate of Middlebury College and Harvard University, Donald is not just a master navigator of the social sector, but a learned scholar whose essays and commentary have graced the pages of esteemed publications such as the American Academy of Arts and Sciences, the Chronicle of Higher Education, Harvard Magazine, and the Stanford Social Innovation Review.So raise your sails and set your course towards greatness, for in the company of Donald Summers, the journey towards a better world is as enlightening as it is entertaining.Questions  1. What pivotal shifts in nonprofit thinking inspired the development of the Scaling Altruism toolkit? 2. How does Scaling Altruism balance growth with preserving a nonprofit's core values? 3. How does the toolkit cater to nonprofits across different sectors, and what philosophical principles guide this customization? 4. How does Scaling Altruism address managing disruptive forces within nonprofits while nurturing effective leadership? 5. How does Scaling Altruism encourage nonprofits to view themselves as agents of systemic change in tackling complex social issues? 6. What assurances does Scaling Altruism offer to nonprofit leaders regarding adaptability and resilience in a changing landscape? 7. How does the Investment and Partnership Scorecard reflect deeper philosophical considerations in assessing nonprofit alignment and impact? 8. How does Scaling Altruism embrace innovation and anticipate emerging trends in the nonprofit sector? 9. What role does technology and innovation play in Scaling Altruism, and how does it enhance nonprofits' ability to catalyze meaningful change? 10. How does Scaling Altruism offer a unique philosophical perspective in the realm of nonprofit management literature, emphasizing stewardship and transformative leadership?https://www.amazon.com/Scaling-Altruism-Pathway-Accelerating-Nonprofit/dp/1394223455http://www.altruistpartners.com/http://linkedin.com/in/donald-summers-56654a6 https://www.paypal.me/Truelifepodcast?locale.x=en_US

Altruist CFO Marc Greenberg joins Jason and Dasarte to provide an insider's perspective on the eventsthat took place internally following backlash from Altruist advisors over a poorly communicated feeschedule update. The conversation gives a behind-the-scenes look at Altruist operations and highlightsthe value of listening to customers.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone.Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Ourplatform saves you time and reduces your costs: You can manage your entire book of business, getperformance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/RESOURCES IN EPISODE:AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www.altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Dasarte recaps and highlights three important takeaways from our conversation with Jeremy Walter, founder of Fident Financial. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/   ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Jason and Dasarte break down the newest product from the modern custodian: Altruist Cash. Now, advisors no longer have to decide between pushing clients to third-party solutions for higher yield on cash, or settling for the low-yield offerings for cash provided by their legacy custodian. The cash product is available to advisors using any custodian.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/RESOURCES IN EPISODE:AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www.altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. Altruist Financial LLCThe Annual Percentage Yield (“APY”) for the Altruist Cash accounts (“Altruist Cash”) is variable and may change at any time. The amount of interest you will receive on your deposits will vary based on a number of factors. Accrued interest is paid on the last business day of the month directly into the Altruist Cash account. View our disclosures to learn more.Altruist Cash is offered through a separate account at Altruist Financial LLC (“Altruist Financial”) that is opened solely for participation in Altruist Cash. Neither Altruist Financial nor any of its affiliates are banks. Altruist Financial deposits cash in the Altruist Cash account  with one or more banks ("Program Banks" see the Altruist Financial LLC Participating Bank List on altruist.com/legal for list) that accept and maintain such deposits. Through Altruist Cash, clients' cash is deposited into Program Banks where the cash earns a variable interest rate and is eligible for FDIC insurance. Cash is not eligible for FDIC insurance until the cash is deposited at the Program Banks. Cash in the Altruist Cash account that is awaiting to be deposited in, and cash in transit to or from, Program Banks, may not be eligible for coverage under SIPC. SIPC coverage does not apply to cash deposited with Program Banks. FDIC insurance is limited to $250,000 per depositor, per FDIC-insured bank, per ownership category and is subject to conditions. More information can be found in the Altruist Cash Disclosure Statement and the Altruist Financial LLC Participating Bank List, both available on altruist.com/legal. FDIC coverage can be impacted by several things, including but not limited to deposit capacity at a Program Bank and/or if a client holds cash at a Program Bank, including through this or additional sweep programs. Clients are responsible for monitoring their total assets at each of the Program Banks, whether through Altruist Financial accounts or accounts with other financial intermediaries, to determine the extent of available FDIC insurance coverage in accordance with FDIC rules. For more information on FDIC insurance coverage, please visit FDIC.gov.  Deposits to Altruist Cash made prior to specified cutoff times, will be deposited with Program Banks same day. Any deposits made after the cutoff time will be deposited with Program Banks the following business day. Cash deposited via ACH or Check may take three (3) or more business days for the funds to become available for deposit. Customers can initiate withdrawals at any time from the Altruist Cash account. View our disclosures to learn more. Clients should carefully review the information provided on altruist.com/legal to determine whether Altruist Cash is an appropriate product for their specific financial needs. Retail clients must work with a Registered Investment Advisor to open an Altruist Cash account. Securities trading is not possible in the Altruist Cash account. Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered  investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd  Culver City, CA 90232. ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Jeremy Walter, founder of Fident Financial, joins Jason and Dasarte for an inspiring conversation about his decision to stop growing his firm. In an environment that glorifies exponential growth stories, Jeremy chose to press pause in one area of his life to focus more intentionally on others. The episode is a must-listen for anyone trying to understand and recognize what it means to have enough. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/   ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Welcome to The Nonlinear Library, where we use Text-to-Speech software to convert the best writing from the Rationalist and EA communities into audio. This is: NIST staffers revolt against expected appointment of 'effective altruist' AI researcher to US AI Safety Institute, published by Phib on March 9, 2024 on The Effective Altruism Forum. "The appointment of Christiano, which was said to come directly from Secretary of Commerce Gina Raimondo (NIST is an agency under the US Department of Commerce) has sparked outrage among NIST employees who fear that Christiano's association with EA and longtermism could compromise the institute's objectivity and integrity." "The AISI was established in November 2023 to "support the responsibilities assigned to the Department of Commerce" under the AI Executive Order. Earlier today, US Senate Majority Leader Chuck Schumer (D-NY) announced that the NIST will receive up to $10 million to establish the US AI Safety Institute." Thanks for listening. To help us out with The Nonlinear Library or to learn more, please visit nonlinear.org

On the heel of finishing the premiere season of Hazbin Hotel, the boy check in with some books that they have read as well as some not so great movies and television. All of that and more in the altruistic episode of Gayme Boys!

Molly White, Ryan Broderick, and Deepa Seetharaman join Big Technology Podcast to dive deep into the Effective Altruism (EA) vs. Effective Accelerationism (e/acc) debate in Silicon Valley that may have been at the heart of the OpenAI debacle. White is a crypto researcher and critic who writes Citation Needed on Substack, Broderick is an internet culture reporter who writes Garbage Day on Substack, Seetharaman is a reporter at The Wall Street Journal who covers AI. Our three guests join to discuss who these groups are, how they formed, how their influence played into the OpenAI coup and counter-coup, and where they go from here. -- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Jason Wenk is the CEO of Altruist, a newer RIA custodian that has quickly grown to serve more than 3,500 advisory firms and has become the fourth-largest independent RIA custodian by firm count. In response to the inefficiencies he encountered with existing RIA custodians while building his own TAMP a decade ago, Jason developed an 'all-in-one' custodian platform for RIAs, which incorporates portfolio management and performance reporting software. Listen in as he shares his journey and his all-in-one solution for RIAs, leveraging his experiences as an engineer, RIA owner, and TAMP owner to offer advisors core investment systems at a lower cost. You'll hear about his early business ventures that led him to launch his own RIA, as well as how a client's question about a fixed index annuity sparked a niche content marketing strategy that attracted hundreds of prospects per month. We also discuss Jason's belief in the application of the fiduciary standard to vendors serving advisors, his gratitude for the experiences that prepared him for launching Altruist, and his passion for creating better industry standards to make financial advice accessible to all. For show notes and more visit: https://www.kitces.com/350

In this episode, Matt is joined by the CEO and Founder of Altruist, Jason Wenk, where they discuss the exciting opportunity Jason sees in launching his own custodian and taking on the industry's giants. Having built successful RIA firms in the past, Jason identifies the frustration that arises when dealing with custodians as an advisor, particularly when scaling up. He believes current solutions are retrofitted for consumers and not tailored for advisors, leading to increased costs and subpar user experiences. Jason also debunks the narrative that migrating custodians is complex, emphasizing a simplified, streamlined process. https://bit.ly/3OgMNST