The Advisor Journey Altruist

In this episode, Dasarte offers a detailed recap of his insightful conversation with Charesse Spiller, the founder of Level Best. He explores Charesse's groundbreaking H.O.T. framework for achieving operational excellence. Dasarte unpacks the intricacies of this theory and provides practical, actionable strategies for seamlessly integrating these principles into your firm’s operations today..


ABOUT ALTRUIST:
We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.
Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts


STAY CONNECTED:
Instagram ► https://www.instpagram.com/altruistcorp/
Twitter ► https://twitter.com/altruist
Linkedin ► https://www.linkedin.com/company/altruistcorp/

In this episode, we're joined by Charesse Spiller, founder of Level Best, to explore the transformative‬ power of operational excellence. Charesse dives deep into the principles and strategies that underpin a‬ smoothly functioning business operation. She illustrates how streamlining workflows, refining processes,‬ and fostering a culture of efficiency can not only improve day-to-day productivity but also become a‬ critical driver of growth and scalability. Through real-world examples and actionable advice, she shares‬ how financial firms, regardless of size, can harness the power of operational excellence to enhance client‬ satisfaction, optimize resource allocation, and unlock new opportunities for expansion. Tune in to gain‬ valuable insights and practical tips on building a solid operational foundation that propels your firm to new‬ heights.‬

ABOUT ALTRUIST:‬
‭We’re on a mission to make financial advice better, more affordable, and more accessible to everyone.‬ Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our‬ platform saves you time and reduces your costs: You can manage your entire book of business, get‬ performance reporting, and bill your clients with ease and efficiency.‬ Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts‬
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STAY CONNECTED:‬
‭Instagram ►‬‭ https://www.instpagram.com/altruistcorp/‬
Twitter ►‬‭ https://twitter.com/altruist‬
Linkedin ►‬‭ https://www.linkedin.com/company/altruistcorp/‬
‭

On this live episode of The Advisor Journey, host Dasarte Yarnway is joined by guests Wes White of‬
‭ Patriot Wealth, Alex Newman of Grape Wealth Management, and Jason Ray of Zenith Wealth for a‬
‭ dynamic conversation on the unexpected, powerful ways to reach new levels of client trust.‬
‭ ABOUT ALTRUIST:‬
‭ We’re on a mission to make financial advice better, more affordable, and more accessible to everyone.‬
‭ Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our‬
‭ platform saves you time and reduces your costs: You can manage your entire book of business, get‬
‭ performance reporting, and bill your clients with ease and efficiency.‬
‭ Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts‬
‭ STAY CONNECTED:‬
‭ Instagram ►‬‭ https://www.instpagram.com/altruistcorp/‬
‭ Twitter ►‬‭ https://twitter.com/altruist‬
‭ Linkedin ►‬‭ https://www.linkedin.com/company/altruistcorp/‬
‭

Altruist CFO Marc Greenberg joins Jason and Dasarte to provide an insider's perspective on the events‬
that took place internally following backlash from Altruist advisors over a poorly communicated fee‬
schedule update. The conversation gives a behind-the-scenes look at Altruist operations and highlights‬
the value of listening to customers.‬
‭ ABOUT ALTRUIST:‬
‭ We’re on a mission to make financial advice better, more affordable, and more accessible to everyone.‬
‭ Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our‬
‭ platform saves you time and reduces your costs: You can manage your entire book of business, get‬
‭ performance reporting, and bill your clients with ease and efficiency.‬
‭ Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts‬
‭ STAY CONNECTED:‬
‭ Instagram ►‬‭ https://www.instpagram.com/altruistcorp/‬
‭ Twitter ►‬‭ https://twitter.com/altruist‬
‭ Linkedin ►‬‭ https://www.linkedin.com/company/altruistcorp/‬
‭

Dasarte recaps and highlights three important takeaways from our conversation with Jeremy Walter, founder of Fident Financial.


ABOUT ALTRUIST:
We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.
Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts


STAY CONNECTED:
Instagram ► https://www.instpagram.com/altruistcorp/
Twitter ► https://twitter.com/altruist
Linkedin ► https://www.linkedin.com/company/altruistcorp/

Jason and Dasarte break down the newest product from the modern custodian: Altruist Cash. Now,‬ advisors no longer have to decide between pushing clients to third-party solutions for higher yield on‬ cash, or settling for the low-yield offerings for cash provided by their legacy custodian. The cash product‬ is available to advisors using any custodian.‬

‭ ABOUT ALTRUIST:‬

‭ We’re on a mission to make financial advice better, more affordable, and more accessible to everyone.‬
‭ Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our‬
‭ platform saves you time and reduces your costs: You can manage your entire book of business, get‬
‭ performance reporting, and bill your clients with ease and efficiency.‬
‭ Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts‬

‭ STAY CONNECTED:‬
‭ Instagram ►‬‭ https://www.instpagram.com/altruistcorp/‬
‭ Twitter ►‬‭ https://twitter.com/altruist‬
‭ Linkedin ►‬‭ https://www.linkedin.com/company/altruistcorp/‬
‭