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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 Twitter led to an additional $18k per month in AUM in just 14 months with Thomas Kopelman

Social media can feel very intimidating for advisors. The number of posts, algorithms, community building, and tracking can be an extra job that’s hard to find time for. Did you know that you can build an entire social media community that converts to clients in just under 5 hours per week? In this episode, Thomas Kopelman shares how he built a community of over 13k followers on Twitter and how that has led to an additional $18k per month in AUM. He shares how to create content, how to schedule it, and how to make it work for you!

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