Inside Altruist's Fee Schedule Saga The Advisor Journey
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- Entrepreneurship
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/
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/
28 min