The Advisor Journey Altruist

In this episode, Ben Beck, the co-founder of Beck Bode, explores the strategies that have fueled his firm’s impressive growth. He highlights the transformative role of radical honesty in cultivating trust and enduring client relationships, which has been pivotal in driving exponential growth. Ben shares compelling stories and lessons from his journey, particularly his philosophy of “losing to win again,” where setbacks are seen as opportunities for future success. He also discusses his firm's challenges during expansion and how adhering to core values helped overcome these hurdles. This episode offers essential insights for business leaders aiming to foster a culture of transparency and resilience, providing them with practical strategies for sustainable success.


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, 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
‭
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/