How Altruist Cash solves the cash management dilemma for advisors and clients with Jason Wenk and Dasarte Yarnway The Advisor Journey
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- Entrepreneurship
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/
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/
18 min