Altruist

Introducing Altruist Cash ?? Your clients get 5.10% APY on cash. ??11x the national average? ??No more pushing clients to third-party solutions? ??Same day liquidity? ??$0 Minimums? Advisors no longer have to choose between visibility into your client’s entire financial picture and getting access to a higher APY.? Learn more:?https://lnkd.in/gb7B2FEV? Please see?altruist.com/cash?for more information.

Missed the latest episode of The Advisor Journey? Tune in for expert insights on boosting your RIA’s operational efficiency with Angel Williams Costanza, Charesse Spiller, and Saundra Davis—straight from Altruist Academy. Join us in LA next month for more valuable content at Altruist Academy. Register now: https://lnkd.in/gDiDrM69 Episode linked in comments below.

This week on The Advisor Journey: Enhance your RIA’s operational efficiency with insights from Angel Williams Costanza, Charesse Spiller, and Saundra Davis, live from Altruist Academy. Learn how to streamline processes, automate tasks, and elevate client satisfaction. Join us in LA next month for more valuable content at Altruist Academy. Register now: https://lnkd.in/gDiDrM69 Catch the full episode on Spotify and Apple—links in the comments below.

Missed our latest episode of #TheAdvisorJourney featuring Taylor Schulte, CFP? of Define Financial? Taylor dives deep into advisor marketing strategies, covering: ? Building a strong brand identity ? Identifying and serving the right niche ? Avoiding common marketing pitfalls Curious about the best strategy for reaching your audience? Taylor’s insights might change your approach. Full episode linked in comments.

As August wraps up, we’re excited to share some key updates with you: ?? ???????????????? ?????????? ??????????????????????: Our Orion reporting tool integration just got better! Now, alongside custodial data for transactions, accounts, and positions, you can access cost-basis data too. ?? ???????????????? ??????-???????? ????????????????????: TaxIQ has quickly become our most popular feature of 2024. Don’t miss out—try tax-smart rebalancing and tax-loss harvesting for free until October 1. Help your clients maximize their tax savings. Learn more: altruist.com/taxiq? ?? ?????????? ?????? ?? ????????-?????????? ???????? ?????????????? ???? ?? ?????? ???????????? No need to switch custodians. We’ll help your clients grow their cash with an industry-leading APY. Learn more: altruist.com/cash .? ?? ?????????????????? ???? ???????? ?????????? ??????????: ???????????? ??????????????’?? ?????????????????? This marketing masterclass delivers a wealth of value in just 30 minutes. It offers practical strategies, myth-busting insights, and simple frameworks that can elevate your firm’s marketing efforts. Spotify:?https://lnkd.in/gxHe9ErX? Apple:?https://lnkd.in/gv78knBy? ?? ?????? ?????????????????? ????????????????????: ?????????? ??????????’?? ?????????????? ???????? ???? ???? ?????? Considering a breakaway or already on the path? Don’t miss Jason Payne’s insights on compliance, tech, and overcoming the fear of going independent. This series is packed with valuable guidance for a smooth transition to the RIA model. Want more updates? Check out our newsletter for the full scoop:?https://lnkd.in/g3fBe4nf?

?? We're excited to announce that Piret Loone has joined Altruist as our new General Counsel! Piret brings a wealth of experience in financial services and fintech law, having played pivotal roles at companies like Robinhood and Link Money. Her deep expertise in legal and compliance is a perfect fit for Altruist as we continue to grow and serve the RIA community. Please join us in welcoming Piret to the team! We’re looking forward to the incredible impact she’ll have as we work together to make financial advice better, more affordable, and accessible for everyone. Read more here:?https://lnkd.in/g-pqpeuh

Engaging with tech-averse clients can be a significant challenge in today's rapidly evolving landscape. At Altruist Academy NYC, Tyler Purcell shared essential strategies for not only overcoming this hurdle but also turning it into an opportunity for growth. Tyler’s session provided a proven, step-by-step change management program designed to guide tech-averse clients through transitions seamlessly while maintaining strong, lasting connections. The result? A remarkable 100% client retention rate. Whether you’re helping clients navigate new technologies or preparing them for significant changes, these strategies ensure you can maintain trust and support your clients every step of the way. Want to master these strategies and more? Join us at Altruist Academy in LA and learn firsthand how to engage tech-averse clients and drive exceptional client retention. Spots are running out so be sure to secure your spot today: https://lnkd.in/gDiDrM69

We’re gearing up for the Future Proof Festival from September 15th to 18th, and we’re bringing something special to the table. Swing by our booth (#727) to connect and enjoy a lineup of food and drink offerings that’ll keep you refreshed throughout the day: ?????????????? ?????????? (?????? - ????????): Start your day right with fresh-pressed juices at our Coastal Juice Bar. ?????????????????? ?????????? (?????? - ??????): Need a quick pick-me-up? We’ve got you covered with novelty ice cream cups and bars. ?????????????? ???????????? (?????? - ??????): Wrap up the day at the Altruist Beach Bar with specialty cocktails, mocktails, and a variety of drinks. ?????? ??????: Fresh whole fruit available whenever you need it. Looking forward to seeing you at Booth #727. Come by and say hi to the team!

Advisors today face a balancing act when managing client cash - striving to hit the sweet spot between yield, protection and liquidity. As Adam Grealish, Head of Investment Products at Altruist, pointed out to Gregg Greenberg at InvestmentNews, “It often feels like an iron triangle - you can get two out of the three.” Altruist Cash offers a 5.1% APY* with access to FDIC insurance via our partner banks, giving advisors a comprehensive solution that not only protects and provides liquidity but also integrates seamlessly with the entire client portfolio. Learn more: https://altruist.com/cash/ *APY is variable and subject to change. Altruist is not a bank.

We’re excited to feature Taylor Schulte, CFP?, founder of DEFINE FINANCIAL, in the latest episode of #TheAdvisorJourney. Taylor, a renowned financial advisor, shares practical insights to help you refine your approach?to advisor marketing strategies. In this episode, Taylor dives into key topics, including: ? Building a strong brand identity? ? Identifying and serving the right niche for your business? ? Avoiding common marketing pitfalls and optimizing your efforts Curious if trying to reach everyone on every platform is the best strategy? Taylor’s take might make you rethink your approach. Don’t miss this chance to sharpen your marketing strategies and achieve consistent results. Episode linked in comments.