Self-Clearing Office Hours Replay
Watch a conversation with Altruist Founder and CEO, Jason Wenk, and Altruist’s CCO, Mazi Bahadori as they discuss Altruist Clearing, answer questions, and more.
Constructing Diverse Portfolios for Uncertain Times
Watch this previously recorded live webinar with Altruist and Newfound Research as we discuss how diversification with alternatives helps clients achieve their financial plan with more certainty. During the webinar, we’ll cover: Why do we care about alternative investments? What do we want in a diversifier? Will the future look like the past? What is return stacking?
How Advisors Use Altruist and Wealthbox to Manage Client Accounts
Watch this previously recorded live webinar to see how improvements to the Altruist + Wealthbox integration allow advisors to access Altruist financial accounts from within Wealthbox. This webinar will cover: How Altruist’s all-in-one investment platform allows advisors to deliver a seamless client experience, and spend more time scaling their business. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before. How advisors use the integration between Altruist and Wealthbox to see account information within the Wealthbox contact record. The benefits of the Altruist and Wealthbox integration, and how to get started with ease.
New Year Planning for Exceptional Growth
Watch a conversation with Altruist CEO, Jason Wenk as he shares an actionable breakdown of what advisors can do to grow their firm in 2023.
RIAs Impacted by Schwabitrade 🤝 Altruist
Watch Jason Wenk, Altruist’s CEO, Michelle Shotts, Altruist’s VP of Customer Success Support, and Christine Miller, Altruist’s Regional Director, as they host an open, honest conversation dedicated to answering questions from advisors staring down the impending Schwabitrade transition.
Maximizing the Power of Unified Managed Accounts
Learn how to elevate your portfolio through the use of Unified Managed Accounts on Altruist. Hosted by Dasarte Yarnway, Head of Community at Altruist, join Adam Grealish, Head of Investments at Altruist, and Alex Chalekian, CEO of Lake Avenue Financial, as they share tactical strategies on how to leverage UMAs so that you can create fully customizable portfolios, save time, cut costs, and serve your clients better.
Office Hours with Jason, December 2022
Join us for a conversation with Jason Wenk on our most up-to-date features, integrations, and products. We will also share what we have upcoming and how it can help you better serve your clients. There is an exclusive Q&A with Jason so be sure to bring your questions or drop them into the form below.
