TAJ Live:‬‭ Mastering the Art of Client Relationships‬ ‪‭‬ The Advisor Journey

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
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