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Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

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How institutional clients can lead to meteoric growth for your RIA with Jason Ray

Last week we spoke with Chelsea Ransom-Cooper on how her firm used automation to scale to $50M in AUM in less than two years. This week we have her partner, Jason Ray, on the show to share the next key part of their business model: institutional clients. Working with institutional clients has led to rapid growth for their RIA. In this episode, Jason offers some tactical advice that can help you secure non-traditional clients and grow your firm.

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