live Webinar Best Practices

Launch and Scale Your Independent Advisory Practice with Altruist + Wealthbox

Wednesday, Dec 10, 2025 at 2:00 PM ET

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Presented by

For breakaway advisors, building an independent practice, efficiency from day one is critical. Wealthbox and Altruist make it easy to launch smoothly and maintain operational momentum as your firm grows. Join Altruist and Wealthbox for this webinar to learn how a connected tech stack can streamline onboarding, automate workflows, and scale your independence.

This webinar will cover:

  1. Streamlining your startup with a seamless advisor tech stack
  2. Automating workflows to save time and reduce manual tasks
  3. Scaling your practice efficiently as your client base grows
  4. Ensure every interaction is timely, informed, and personalized through Wealthbox

Speakers

Brad Sparks

Sales Executive

Altruist

Andrew Ladwig

Director of Business Development

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