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:
Sr. Product Specialist
“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.”
CEO of Altruist