Altruist

March at Altruist: New Tools, Insights, and Events This month was all about efficiency, clarity, and smarter workflows—here’s what's new: 🔹 2025 Product Roadmap – Explore upcoming innovations designed to streamline workflows, enhance trading capabilities, and introduce smarter, AI-powered tools. 🔹 CSV Model Upload – Quickly create, edit, and manage model portfolios using our new CSV upload tool, reducing errors and manual entry. 🔹 Household Performance Filtering – Gain deeper insights with enhanced filtering, enabling you to focus household reporting on specific accounts or investment strategies. Featured Content: 🔹 Mind the Generational Gap – Navigate the distinct financial needs of Gen X and Millennial clients for stronger, more personalized advisory relationships. https://lnkd.in/eiGECafc 🔹 2025 T3 Software Survey – Discover key insights on what RIAs prioritize in custodial partnerships and tech solutions. https://lnkd.in/ey8-d_UC 🔹 Meet Our New CTO, Sumanth Sukumar – Learn how Sumanth’s experiences from Coinbase, Uber, and Facebook will drive tech innovation at Altruist. https://lnkd.in/eZmBQgQU Podcast Spotlight: 🔹 Evolution, Leadership, and Legacy with Omani Carson – Insights from Carson Group’s founder on building lasting success in the RIA space. https://lnkd.in/eTYx8zVa Stay tuned for more updates designed to empower your practice and enhance client outcomes. https://lnkd.in/ebVWRAMq

The biggest buzz at Altruist Academy last week? AI. It's clear advisors want someone to aggregate the most relevant AI insights and takeaways. Should we put something like this together? Monthly?

How did Peak Retirement Planning grow from startup to $300M AUM in just three years? CEO Joe Schmitz Jr. CFP® ChFC® CKA® shares their strategy: • Niche aggressively (Midwestern Millionaires) • Multi-channel marketing (YouTube, TV, Kiplinger) • Consistent, specialized video content • Stacked touchpoints for higher conversion • Rigorous hiring and training for culture fit Dive into Peak's case study to learn how targeted, integrated marketing can fuel rapid growth. https://lnkd.in/efUrr6dt

In case you missed it: Omani Carson's episode is a personal and compelling story about growth, abundance, and building a meaningful career as an entrepreneur. Listen now for inspiration that goes beyond business. https://lnkd.in/eTYx8zVa

Joe Schmitz Jr. CFP® ChFC® CKA® on building client connections: "People are readers, listeners, or watchers. Speak to all of them through different funnels." Catch Joe's full insights on an upcoming episode of our podcast—subscribe to The Advisor Journey to make sure you don't miss it.

That's a wrap on Altruist Academy Nashville! From insightful product demos by Siena Firestone to engaging roundtable conversations with experts across operations, investment management, marketing, and client support, today was all about meaningful connections and actionable insights. Thanks to all attendees, speakers, and our Altruist team for making this event unforgettable. Here’s to building stronger advisory businesses together. See you in Chicago for the next one!

We just released a powerful episode of The Advisor Journey featuring Omani Carson (he/him), the visionary behind Carson Group. In this conversation, Omani shares the deeply personal transformation he's experienced—from building a business driven by fear and scarcity to creating a life guided by love and abundance. He opens up about redefining success, finding true balance, and embracing his role in shaping "the ultimate human experience." Tune in for insights that go beyond business building and into meaningful personal growth. Apple Podcasts - https://lnkd.in/ewQGzC8G Spotify - https://lnkd.in/eAutS29J

Day 2 of Altruist Academy Nashville was one for the books. This afternoon, we dove deep into intentional growth strategies, explored why Bitcoin’s investment narrative is rapidly shifting with insights from our sponsor Bitwise Asset Management, and built meaningful connections through engaging conversations. Now, we're closing out in style at Twelve Thirty Club’s rooftop bar on Broadway. Great city views, vibrant conversations, and the perfect ending to an incredible day. Thanks for showing us your best, Nashville!

Day 2 at Altruist Academy is cruising along! Will Steiner’s “Masters of AI” session was a hit—showcasing powerful workflows advisors can implement right now. Great insights, actionable tips, and enthusiasm from everyone in the room. We enjoyed a delicious lunch with our attending advisors, recharging for the afternoon ahead. Still to come today: • Fireside Chat: The Power of Community and Events • Video Is A Marketing Superpower • Growing Intentionally (Mastermind) • The Great Derisking: Why There’s Never Been a Better Time To Buy Bitcoin Let's keep the momentum going!

Good morning Nashville—it's a beautiful day to kick off Day 2 of Altruist Academy! This morning we covered: • Processes That Make Highly Efficient Firms Go Farther • Building A Referral Engine That Scales • Critical Workflows and How To Improve Them (Mastermind) Next up: • What History Tells Us About the Next 10 Years • Masters of AI • Fireside Chat: The Power of Community and Events • Video Is A Marketing Superpower Let’s get this day going!