Best Practices For Successfully Becoming A Breakaway Advisor

Thursday, Feb 29, 2024 at 2:00 PM ET

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Agenda

Breaking away can be terrifying to consider as an advisor. Many have fears about client transition, financial security, operational challenges, and lack of support. What most don’t know is that within the fintech landscape, these processes and fears can be sidelined by implementing a killer tech stack.

Join Altruist and Wealthbox as we dive into the best practices every breakaway advisor should be considering when going out on their own. This webinar will cover:

  1. How advisors know when the time is right to break away. 
  2. A basic tech overview of what every breakaway advisor needs to be set up for success.
  3. How advisors can take advantage of CRM features like workflows and templates to streamline daily processes and open up their schedules for other needs.
  4. How Altruist’s RIA launch kit can get advisors up and running in 6 months or less.

Speakers

Christine Miller

Sales Director

Altruist

Chris Kopanski

Sr. Product Specialist

Wealthbox


“Partnering with Wealthbox is a direct result of listening to advisors' needs. Our collaboration with Wealthbox allows advisors to serve their customers better, improving client experiences while saving both time and money.”

Jason Wenk

CEO of Altruist