{"id":2395,"date":"2025-06-17T20:29:00","date_gmt":"2025-06-17T20:29:00","guid":{"rendered":"https:\/\/altruist.com\/?page_id=2395"},"modified":"2026-06-30T16:04:46","modified_gmt":"2026-06-30T20:04:46","slug":"100m-ria","status":"publish","type":"page","link":"https:\/\/altruist.com\/100m-ria\/","title":{"rendered":"The Road to $100M"},"content":{"rendered":"<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--2400) 0\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-88e7fbb6 wp-block-columns-is-layout-flex is-stacked-on-mobile\" data-columns=\"2\" style=\"--columns:2\">\n<div class=\"wp-block-column is-vertically-aligned-stretch is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group is-vertical is-content-justification-stretch is-layout-flex wp-container-core-group-is-layout-401b7a8a wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<h1 class=\"wp-block-heading has-headline-2-font-size\" id=\"next-destinatione280a8100m-aum\">Next destination:&#8232;$100M AUM.<\/h1>\n\n\n<p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"\">Learn successful strategies used by high-growth RIA advisors and chart your way to the $100M milestone and beyond.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\" style=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"750\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Lead-Magnet-Header-Images-1.png\" alt=\"\" class=\"wp-image-2400\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Lead-Magnet-Header-Images-1.png 600w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/06\/Lead-Magnet-Header-Images-1-240x300.png 240w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n\n<section class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"border-top-style:none;border-top-width:0px;padding:var(--wp--preset--spacing--800) 0 var(--wp--preset--spacing--1200) 0\"><div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-5e964b62 wp-block-columns-is-layout-flex is-stacked-on-mobile\" data-columns=\"2\" style=\"--columns:2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h5 class=\"wp-block-heading has-secondary-font-family\" style=\"border-top-color:var(--wp--preset--color--black);border-top-width:2px;margin-top:var(--wp--preset--spacing--600);padding-top:var(--wp--preset--spacing--1200);padding-bottom:var(--wp--preset--spacing--1200);font-style:normal;font-weight:450\" id=\"meet-the-18-page-guide-complete-with-new-tactics-best-practice-information-and-innovative-systems-for-elevating-client-acquisition\">Meet the 18-page guide complete with new tactics, best-practice information, and innovative systems for elevating client acquisition.<\/h5>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-global-padding is-layout-constrained wp-block-column-is-layout-constrained\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding-bottom:var(--wp--preset--spacing--1200)\">\n<div class=\"wp-block-leadin-hubspot-form-block\">\n\t\t\t\t\t\t<script>\n\t\t\t\t\t\t\twindow.hsFormsOnReady = window.hsFormsOnReady || [];\n\t\t\t\t\t\t\twindow.hsFormsOnReady.push(()=>{\n\t\t\t\t\t\t\t\thbspt.forms.create({\n\t\t\t\t\t\t\t\t\tportalId: 4826914,\n\t\t\t\t\t\t\t\t\tformId: \"0fb641c0-bb2c-485d-9047-8429d3a0e818\",\n\t\t\t\t\t\t\t\t\ttarget: \"#hbspt-form-1785204400000-8888723028\",\n\t\t\t\t\t\t\t\t\tregion: \"na1\",\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t})});\n\t\t\t\t\t\t<\/script>\n\t\t\t\t\t\t<div class=\"hbspt-form\" id=\"hbspt-form-1785204400000-8888723028\"><\/div><\/div>\n\n\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color has-paragraph-2-font-size wp-elements-24289417d335a04b2d82e54f47e7a585\" style=\"\">When you sign up, you&rsquo;ll receive occasional updates about Altruist products and helpful tips to grow your business. We treat your information with care, in line with our Privacy Policy, and you can unsubscribe anytime.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group has-black-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-a9cf8671 wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--2400) var(--wp--preset--spacing--1600)\"><div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-5e964b62 wp-block-columns-is-layout-flex is-stacked-on-mobile\" data-columns=\"2\" style=\"--columns:2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div style=\"height:8px;--width:100%\" aria-hidden=\"true\" class=\"wp-block-spacer has-background-background-color has-background has-width\"><\/div>\n\n\n<h2 class=\"wp-block-heading has-background-color has-text-color has-link-color wp-elements-db276786de74393d42ff748726c0405e\" id=\"insidee280a8the-guide\">Inside&#8232;the guide:<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-58b55170 wp-block-columns-is-layout-flex is-stacked-on-mobile\" data-columns=\"2\" style=\"--columns:2\">\n<div class=\"wp-block-column is-style-default is-layout-flow wp-block-column-is-layout-flow has-max-width\" style=\"--max-width:-6px\">\n<div class=\"wp-block-group has-background-background-color has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-94ef88bc wp-block-group-is-layout-flex\" style=\"border-radius:6px;padding:var(--wp--preset--spacing--800) var(--wp--preset--spacing--600)\">\n<figure class=\"wp-block-image is-style-icon wp-elements-0032a629eca82ab3964f47fd736d1115\" style=\"\"><span title=\"settings icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"--wp--custom--icon--size:24px;--wp--custom--icon--color:var(--wp--preset--color--black)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680eb05f01c\" data-icon=\"brand-icons-settings\"><title id=\"icon-6a680eb05f01c\">Settings Icon<\/title>\n<path d=\"M10.7218 3.31577L10.7117 3.29833H10.6915H5.37011H5.35016L5.33999 3.3155L2.57708 7.98217L2.56652 8L2.57708 8.01783L5.33999 12.6845L5.35016 12.7017H5.37011H10.6915H10.7117L10.7218 12.6842L13.4301 8.01757L13.4403 8L13.4301 7.98243L10.7218 3.31577ZM1.04067 8L4.57245 2.035H11.4973L14.9595 8L11.4973 13.965H4.57245L1.04067 8ZM9.435 8C9.435 7.24375 8.7898 6.63167 8 6.63167C7.2102 6.63167 6.565 7.24375 6.565 8C6.565 8.75625 7.2102 9.36833 8 9.36833C8.7898 9.36833 9.435 8.75625 9.435 8ZM5.235 8C5.235 6.54825 6.4714 5.36833 8 5.36833C9.5286 5.36833 10.765 6.54825 10.765 8C10.765 9.45175 9.5286 10.6317 8 10.6317C6.4714 10.6317 5.235 9.45175 5.235 8Z\" fill=\"currentColor\" stroke=\"black\" stroke-width=\"0.07\"><\/path><\/svg><\/span><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph \" style=\"\">Five questions every RIA&#8232;owner should ask to refine&#8232;their firm&rsquo;s vision<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-background-background-color has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-94ef88bc wp-block-group-is-layout-flex\" style=\"border-radius:6px;padding:var(--wp--preset--spacing--800) var(--wp--preset--spacing--600)\">\n<figure class=\"wp-block-image is-style-icon wp-elements-f7d6f98669dcb8aafc3fdcf137718704\" style=\"\"><span title=\"arrow up icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"--wp--custom--icon--size:24px;--wp--custom--icon--color:var(--wp--preset--color--black)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680eb05fb83\" data-icon=\"brand-icons-arrow-up\"><title id=\"icon-6a680eb05fb83\">Arrow Up Icon<\/title>\n<path d=\"M7.10452 4.27105C5.35113 5.94409 3.29 7.90194 3.26316 7.92752L2 6.72007C2.03578 6.68596 5.63739 3.26312 7.36395 1.60714L7.99732 1L14 6.72177L12.7351 7.92752L8.89369 4.26763V15H7.10452V4.27105Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph \" style=\"\">Four tested approaches to increase client engagement<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-background-background-color has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-94ef88bc wp-block-group-is-layout-flex\" style=\"border-radius:6px;padding:var(--wp--preset--spacing--800) var(--wp--preset--spacing--600)\">\n<figure class=\"wp-block-image is-style-icon wp-elements-ffeb9d76898d68e8dce91a382bab2d5c\" style=\"\"><span title=\"activity icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"--wp--custom--icon--size:24px;--wp--custom--icon--color:var(--wp--preset--color--black)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680eb060681\" data-icon=\"brand-icons-activity\"><title id=\"icon-6a680eb060681\">Activity Icon<\/title>\n<path d=\"M10.1223 5.38281L13.2851 1H15L11.2638 6.17825C10.8078 6.81006 10.065 7.1875 9.27676 7.1875H6.78548C6.45326 7.1875 6.13853 7.34563 5.9441 7.611L2.72473 12H1L4.80826 6.80662C5.26498 6.18444 6.00425 5.8125 6.78478 5.8125H9.27607C9.61178 5.8125 9.92791 5.65231 10.1223 5.38281Z\" fill=\"currentColor\"><\/path><path d=\"M1 13.5002H15V15.0002H1V13.5002Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph \" style=\"\">Two highly economical event strategies that attract and convert prospects<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-background-background-color has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-94ef88bc wp-block-group-is-layout-flex\" style=\"border-radius:6px;padding:var(--wp--preset--spacing--800) var(--wp--preset--spacing--600)\">\n<figure class=\"wp-block-image is-style-icon wp-elements-45b3983ee5abd8bb5ab948a35c76933f\" style=\"\"><span title=\"heart icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"--wp--custom--icon--size:24px;--wp--custom--icon--color:var(--wp--preset--color--black)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680eb0611ce\" data-icon=\"brand-icons-heart\"><title id=\"icon-6a680eb0611ce\">Heart Icon<\/title>\n<path d=\"M11.7865 3.19444C12.3561 3.19444 12.9107 3.42556 13.3154 3.84444C14.2297 4.76889 14.2297 6.28556 13.3154 7.21L7.99438 12.6411L2.67337 7.22444C1.75906 6.3 1.75906 4.78333 2.67337 3.85889C3.09306 3.44 3.63265 3.20889 4.20222 3.20889C4.7718 3.20889 5.32638 3.44 5.73108 3.85889L6.9002 5.04333C7.18499 5.33222 7.57469 5.49111 7.99438 5.49111C8.41406 5.49111 8.80377 5.33222 9.08856 5.04333L10.2577 3.85889C10.6774 3.44 11.217 3.20889 11.7865 3.20889M11.7865 1.75C10.8422 1.75 9.88296 2.12556 9.1635 2.86222L7.99438 4.04667L6.82526 2.86222C6.1058 2.12556 5.14652 1.75 4.20222 1.75C3.25793 1.75 2.31364 2.12556 1.57919 2.86222C0.14027 4.33556 0.14027 6.73333 1.57919 8.20667L7.99438 14.75L14.4096 8.20667C15.8635 6.73333 15.8635 4.33556 14.4096 2.86222C13.6901 2.12556 12.7308 1.75 11.7865 1.75Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph \" style=\"\">What differentiates a great client experience from an average one<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-background-background-color has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-94ef88bc wp-block-group-is-layout-flex\" style=\"border-radius:6px;padding:var(--wp--preset--spacing--800) var(--wp--preset--spacing--600)\">\n<figure class=\"wp-block-image is-style-icon wp-elements-2d93ea0dc91130022095772b05ca23dc\" style=\"\"><span title=\"globe icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"--wp--custom--icon--size:24px;--wp--custom--icon--color:var(--wp--preset--color--black)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680eb061c1e\" data-icon=\"brand-icons-globe\"><title id=\"icon-6a680eb061c1e\">Globe Icon<\/title>\n<path d=\"M8 1C3.58 1 0 4.13 0 8C0 11.87 3.58 15 8 15C12.42 15 16 11.87 16 8C16 4.13 12.42 1 8 1ZM14.66 7.37H11.39C11.31 5.44 10.84 3.73 10.15 2.57C12.57 3.27 14.37 5.13 14.66 7.37ZM8 13.74C7.31 13.74 6.08 11.81 5.93 8.64H10.07C9.92 11.81 8.69 13.74 8 13.74ZM5.93 7.37C6.08 4.2 7.31 2.27 8 2.27C8.69 2.27 9.92 4.2 10.07 7.37H5.93ZM5.86 2.57C5.17 3.73 4.7 5.43 4.62 7.37H1.34C1.63 5.13 3.43 3.28 5.85 2.57H5.86ZM1.34 8.63H4.61C4.69 10.56 5.16 12.27 5.85 13.43C3.43 12.73 1.63 10.87 1.34 8.63ZM10.14 13.43C10.83 12.27 11.3 10.57 11.38 8.63H14.65C14.36 10.87 12.56 12.72 10.14 13.43Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph \" style=\"\">Metrics for measuring client happiness that go beyond anecdotes<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-background-background-color has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-94ef88bc wp-block-group-is-layout-flex\" style=\"border-radius:6px;padding:var(--wp--preset--spacing--800) var(--wp--preset--spacing--600)\">\n<figure class=\"wp-block-image is-style-icon wp-elements-51be61f065451c01f3955aec8cf18972\" style=\"\"><span title=\"lightbulb icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"--wp--custom--icon--size:24px;--wp--custom--icon--color:var(--wp--preset--color--black)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680eb06261c\" data-icon=\"brand-icons-lightbulb\"><title id=\"icon-6a680eb06261c\">Lightbulb Icon<\/title>\n<path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M7.81471 0.00251088C7.87668 0.000834386 7.9393 0 8.00108 0C12.8423 0 15.2151 5.64821 12.0851 9.10506L10.5 11H5.49996L3.91637 9.10513C0.814748 5.68037 3.11768 0.137017 7.81345 0.002546L7.81471 0.00251088ZM7.85855 1.55959C4.54852 1.65486 2.85548 5.59712 5.09213 8.06673L6.3377 9.44232H9.66371L10.9092 8.0668C13.1686 5.57145 11.4222 1.55768 8.00108 1.55768C7.95372 1.55768 7.90572 1.55832 7.85855 1.55959Z\" fill=\"currentColor\"><\/path><path d=\"M10.5 13.5H5.49996V12H10.5V13.5Z\" fill=\"currentColor\"><\/path><path d=\"M7.14469 16H8.85522L10.5 14.5H5.49996L7.14469 16Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph \" style=\"\">The 5 step annual review process that expands your market (for the price of a coffee)<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-background-background-color has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-94ef88bc wp-block-group-is-layout-flex\" style=\"border-radius:6px;padding:var(--wp--preset--spacing--800) var(--wp--preset--spacing--600)\">\n<figure class=\"wp-block-image is-style-icon wp-elements-946927a69f10e6c8d99a73ad1e3f672a\" style=\"\"><span title=\"microphone icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"--wp--custom--icon--size:24px;--wp--custom--icon--color:var(--wp--preset--color--black)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680eb062fe3\" data-icon=\"brand-icons-microphone\"><title id=\"icon-6a680eb062fe3\">Microphone Icon<\/title>\n<path d=\"M7.99969 9.8421C7.38566 9.8421 6.86373 9.62719 6.4339 9.19737C6.00408 8.76754 5.78917 8.24561 5.78917 7.63158V3.21053C5.78917 2.59649 6.00408 2.07456 6.4339 1.64474C6.86373 1.21491 7.38566 1 7.99969 1C8.61373 1 9.13566 1.21491 9.56548 1.64474C9.99531 2.07456 10.2102 2.59649 10.2102 3.21053V7.63158C10.2102 8.24561 9.99531 8.76754 9.56548 9.19737C9.13566 9.62719 8.61373 9.8421 7.99969 9.8421ZM7.26285 15V12.7342C5.98566 12.5623 4.92952 11.9912 4.09443 11.0211C3.25934 10.0509 2.8418 8.92105 2.8418 7.63158H4.31548C4.31548 8.65088 4.67469 9.51974 5.39311 10.2382C6.11153 10.9566 6.98039 11.3158 7.99969 11.3158C9.01899 11.3158 9.88785 10.9566 10.6063 10.2382C11.3247 9.51974 11.6839 8.65088 11.6839 7.63158H13.1576C13.1576 8.92105 12.74 10.0509 11.905 11.0211C11.0699 11.9912 10.0137 12.5623 8.73653 12.7342V15H7.26285ZM7.99969 8.36842C8.20846 8.36842 8.38346 8.29781 8.52469 8.15658C8.66592 8.01535 8.73653 7.84035 8.73653 7.63158V3.21053C8.73653 3.00175 8.66592 2.82675 8.52469 2.68553C8.38346 2.5443 8.20846 2.47368 7.99969 2.47368C7.79092 2.47368 7.61592 2.5443 7.47469 2.68553C7.33346 2.82675 7.26285 3.00175 7.26285 3.21053V7.63158C7.26285 7.84035 7.33346 8.01535 7.47469 8.15658C7.61592 8.29781 7.79092 8.36842 7.99969 8.36842Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph \" style=\"\">The exact script and prompt that naturally kickstarts the referral conversation<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-background-background-color has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-94ef88bc wp-block-group-is-layout-flex\" style=\"border-radius:6px;padding:var(--wp--preset--spacing--800) var(--wp--preset--spacing--600)\">\n<figure class=\"wp-block-image is-style-icon wp-elements-cad7960a422ca381911a5cc16b5ed72b\" style=\"\"><span title=\"user profile icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"--wp--custom--icon--size:24px;--wp--custom--icon--color:var(--wp--preset--color--black)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680eb0639b4\" data-icon=\"brand-icons-user-profile\"><title id=\"icon-6a680eb0639b4\">User Profile Icon<\/title>\n<path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M7.99997 7.99994C9.93295 7.99994 11.4999 6.43295 11.4999 4.49997C11.4999 2.56699 9.93295 1 7.99997 1C6.06699 1 4.5 2.56699 4.5 4.49997C4.5 6.43295 6.06699 7.99994 7.99997 7.99994ZM9.99994 4.49997C9.99994 5.60452 9.10452 6.49994 7.99997 6.49994C6.89542 6.49994 6 5.60452 6 4.49997C6 3.39542 6.89542 2.5 7.99997 2.5C9.10452 2.5 9.99994 3.39542 9.99994 4.49997Z\" fill=\"currentColor\"><\/path><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M1 12.2499C1 10.7312 2.23122 9.49994 3.75 9.49994H12.25C13.7688 9.49994 15 10.7312 15 12.2499C15 13.7687 13.7688 14.9999 12.25 14.9999H3.75C2.23122 14.9999 1 13.7687 1 12.2499ZM3.75 10.9999H12.25C12.9404 10.9999 13.5 11.5596 13.5 12.2499C13.5 12.9403 12.9404 13.4999 12.25 13.4999H3.75C3.05964 13.4999 2.5 12.9403 2.5 12.2499C2.5 11.5596 3.05964 10.9999 3.75 10.9999Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph \" style=\"\">What attracts and retains top talent (and how to build it into your firm)<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-style-default is-layout-flow wp-block-column-is-layout-flow has-max-width\" style=\"--max-width:-6px\">\n<div class=\"wp-block-group has-background-background-color has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-94ef88bc wp-block-group-is-layout-flex\" style=\"border-radius:6px;padding:var(--wp--preset--spacing--800) var(--wp--preset--spacing--600)\">\n<figure class=\"wp-block-image is-style-icon wp-elements-2d93ea0dc91130022095772b05ca23dc\" style=\"\"><span title=\"globe icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"--wp--custom--icon--size:24px;--wp--custom--icon--color:var(--wp--preset--color--black)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680eb061c1e\" data-icon=\"brand-icons-globe\"><title id=\"icon-6a680eb061c1e\">Globe Icon<\/title>\n<path d=\"M8 1C3.58 1 0 4.13 0 8C0 11.87 3.58 15 8 15C12.42 15 16 11.87 16 8C16 4.13 12.42 1 8 1ZM14.66 7.37H11.39C11.31 5.44 10.84 3.73 10.15 2.57C12.57 3.27 14.37 5.13 14.66 7.37ZM8 13.74C7.31 13.74 6.08 11.81 5.93 8.64H10.07C9.92 11.81 8.69 13.74 8 13.74ZM5.93 7.37C6.08 4.2 7.31 2.27 8 2.27C8.69 2.27 9.92 4.2 10.07 7.37H5.93ZM5.86 2.57C5.17 3.73 4.7 5.43 4.62 7.37H1.34C1.63 5.13 3.43 3.28 5.85 2.57H5.86ZM1.34 8.63H4.61C4.69 10.56 5.16 12.27 5.85 13.43C3.43 12.73 1.63 10.87 1.34 8.63ZM10.14 13.43C10.83 12.27 11.3 10.57 11.38 8.63H14.65C14.36 10.87 12.56 12.72 10.14 13.43Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph \" style=\"\">How a billion dollar firm demonstrates passion to&#8232;their clients<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-background-background-color has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-94ef88bc wp-block-group-is-layout-flex\" style=\"border-radius:6px;padding:var(--wp--preset--spacing--800) var(--wp--preset--spacing--600)\">\n<figure class=\"wp-block-image is-style-icon wp-elements-a8de73997e72e25dadf2fcdd12e4ce37\" style=\"\"><span title=\"profile icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"--wp--custom--icon--size:24px;--wp--custom--icon--color:var(--wp--preset--color--black)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680eb065142\" data-icon=\"brand-icons-profile\"><title id=\"icon-6a680eb065142\">Profile Icon<\/title>\n<path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M7.99997 7.99994C9.93295 7.99994 11.4999 6.43295 11.4999 4.49997C11.4999 2.56699 9.93295 1 7.99997 1C6.06699 1 4.5 2.56699 4.5 4.49997C4.5 6.43295 6.06699 7.99994 7.99997 7.99994ZM9.99994 4.49997C9.99994 5.60452 9.10452 6.49994 7.99997 6.49994C6.89542 6.49994 6 5.60452 6 4.49997C6 3.39542 6.89542 2.5 7.99997 2.5C9.10452 2.5 9.99994 3.39542 9.99994 4.49997Z\" fill=\"currentColor\"><\/path><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M1 12.2499C1 10.7312 2.23122 9.49994 3.75 9.49994H12.25C13.7688 9.49994 15 10.7312 15 12.2499C15 13.7687 13.7688 14.9999 12.25 14.9999H3.75C2.23122 14.9999 1 13.7687 1 12.2499ZM3.75 10.9999H12.25C12.9404 10.9999 13.5 11.5596 13.5 12.2499C13.5 12.9403 12.9404 13.4999 12.25 13.4999H3.75C3.05964 13.4999 2.5 12.9403 2.5 12.2499C2.5 11.5596 3.05964 10.9999 3.75 10.9999Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph \" style=\"\">A simple approach to talking more authentically about&#8232;your RIA<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-background-background-color has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-94ef88bc wp-block-group-is-layout-flex\" style=\"border-radius:6px;padding:var(--wp--preset--spacing--800) var(--wp--preset--spacing--600)\">\n<figure class=\"wp-block-image is-style-icon wp-elements-cad5496c1c03469ed90923edaa756d53\" style=\"\"><span title=\"bell icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"--wp--custom--icon--size:24px;--wp--custom--icon--color:var(--wp--preset--color--black)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680eb065a45\" data-icon=\"brand-icons-bell\"><title id=\"icon-6a680eb065a45\">Bell Icon<\/title>\n<path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M8 1C4.87959 1 2.35 3.46243 2.35 6.5V10.5398H1V12H15V10.5398H13.65V6.5C13.65 3.46243 11.1204 1 8 1ZM12.15 6.5V10.5398H3.85V6.5C3.85 4.26886 5.70801 2.46018 8 2.46018C10.292 2.46018 12.15 4.26886 12.15 6.5Z\" fill=\"currentColor\"><\/path><path d=\"M11 13.5V15H5V13.5H11Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph \" style=\"\">What you stand to gain by reaching out proactively with good news<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-background-background-color has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-94ef88bc wp-block-group-is-layout-flex\" style=\"border-radius:6px;padding:var(--wp--preset--spacing--800) var(--wp--preset--spacing--600)\">\n<figure class=\"wp-block-image is-style-icon wp-elements-ca40b3a38a7583ac6ee8245a00ba3a83\" style=\"\"><span title=\"check icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"--wp--custom--icon--size:24px;--wp--custom--icon--color:var(--wp--preset--color--black)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680eb066448\" data-icon=\"brand-icons-check\"><title id=\"icon-6a680eb066448\">Check Icon<\/title>\n<path d=\"M5.83038 13C5.4835 13 5.15769 12.8624 4.91293 12.6103L1 8.60696L2.146 7.4345L5.82876 11.2023C8.74644 8.2073 13.8038 3.05307 13.8556 3L15 4.17413C14.9465 4.22886 9.61688 9.66003 6.74783 12.6086C6.50307 12.859 6.17888 12.9983 5.832 12.9983L5.83038 13Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph \" style=\"\">The most effective way to close an event (without being sales-y)<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-background-background-color has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-94ef88bc wp-block-group-is-layout-flex\" style=\"border-radius:6px;padding:var(--wp--preset--spacing--800) var(--wp--preset--spacing--600)\">\n<figure class=\"wp-block-image is-style-icon wp-elements-51be61f065451c01f3955aec8cf18972\" style=\"\"><span title=\"lightbulb icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"--wp--custom--icon--size:24px;--wp--custom--icon--color:var(--wp--preset--color--black)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680eb06261c\" data-icon=\"brand-icons-lightbulb\"><title id=\"icon-6a680eb06261c\">Lightbulb Icon<\/title>\n<path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M7.81471 0.00251088C7.87668 0.000834386 7.9393 0 8.00108 0C12.8423 0 15.2151 5.64821 12.0851 9.10506L10.5 11H5.49996L3.91637 9.10513C0.814748 5.68037 3.11768 0.137017 7.81345 0.002546L7.81471 0.00251088ZM7.85855 1.55959C4.54852 1.65486 2.85548 5.59712 5.09213 8.06673L6.3377 9.44232H9.66371L10.9092 8.0668C13.1686 5.57145 11.4222 1.55768 8.00108 1.55768C7.95372 1.55768 7.90572 1.55832 7.85855 1.55959Z\" fill=\"currentColor\"><\/path><path d=\"M10.5 13.5H5.49996V12H10.5V13.5Z\" fill=\"currentColor\"><\/path><path d=\"M7.14469 16H8.85522L10.5 14.5H5.49996L7.14469 16Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph \" style=\"\">The unexpected source of inspiration that led one firm&#8232;to over 200 referrals<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-background-background-color has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-94ef88bc wp-block-group-is-layout-flex\" style=\"border-radius:6px;padding:var(--wp--preset--spacing--800) var(--wp--preset--spacing--600)\">\n<figure class=\"wp-block-image is-style-icon wp-elements-ca40b3a38a7583ac6ee8245a00ba3a83\" style=\"\"><span title=\"check icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"--wp--custom--icon--size:24px;--wp--custom--icon--color:var(--wp--preset--color--black)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680eb066448\" data-icon=\"brand-icons-check\"><title id=\"icon-6a680eb066448\">Check Icon<\/title>\n<path d=\"M5.83038 13C5.4835 13 5.15769 12.8624 4.91293 12.6103L1 8.60696L2.146 7.4345L5.82876 11.2023C8.74644 8.2073 13.8038 3.05307 13.8556 3L15 4.17413C14.9465 4.22886 9.61688 9.66003 6.74783 12.6086C6.50307 12.859 6.17888 12.9983 5.832 12.9983L5.83038 13Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph \" style=\"\">Three essential traits to look for when hiring to minimize &#8220;bad hires&#8221;<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-background-background-color has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-94ef88bc wp-block-group-is-layout-flex\" style=\"border-radius:6px;padding:var(--wp--preset--spacing--800) var(--wp--preset--spacing--600)\">\n<figure class=\"wp-block-image is-style-icon wp-elements-25b5d745c2daf42b64b3db174faa77fc\" style=\"\"><span title=\"filter icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"--wp--custom--icon--size:24px;--wp--custom--icon--color:var(--wp--preset--color--black)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680eb067cab\" data-icon=\"brand-icons-filter\"><title id=\"icon-6a680eb067cab\">Filter Icon<\/title>\n<path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M15 3H1V4.5H15V3ZM13.25 7.25H2.75V8.75H13.25V7.25ZM4.5 11.5H11.5V13H4.5V11.5Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph \" style=\"\">A simple framework that resolves the tendency to overcomplicate marketing<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-background-background-color has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-94ef88bc wp-block-group-is-layout-flex\" style=\"border-radius:6px;padding:var(--wp--preset--spacing--800) var(--wp--preset--spacing--600)\">\n<figure class=\"wp-block-image is-style-icon wp-elements-6fdf6a79241a0b4132c858986d19a5dd\" style=\"\"><span title=\"recurring icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"--wp--custom--icon--size:24px;--wp--custom--icon--color:var(--wp--preset--color--black)\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewbox=\"0 0 17 17\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a680eb0685e2\" data-icon=\"brand-icons-recurring\"><title id=\"icon-6a680eb0685e2\">Recurring Icon<\/title>\n<path d=\"M10.4782 12.9546C13.5868 12.9546 16.0635 10.3616 16.0635 7.21635H14.5514C14.5514 9.57647 12.7043 11.4457 10.4782 11.4457H5.82113L7.80073 9.40171L6.71349 8.3531L2.98769 12.2L6.71523 16.0469L7.80221 14.998L5.82214 12.9546H10.4782Z\" fill=\"currentColor\"><\/path><path d=\"M9.4112 0.046875L8.32423 1.09576L10.3043 3.13914H5.64874C2.54012 3.13914 0.0634766 5.73207 0.0634766 8.87736H1.57552C1.57552 6.51724 3.42266 4.64803 5.64874 4.64803H10.3053L8.32571 6.69204L9.41294 7.74065L13.1387 3.8937L9.4112 0.046875Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph \" style=\"\">How to build a referral flywheel that leaves no introduction unexplored<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--2400) 0\">\n<div style=\"height:8px;--width:100%\" aria-hidden=\"true\" class=\"wp-block-spacer has-black-background-color has-background has-width\"><\/div>\n\n\n<h2 class=\"wp-block-heading has-text-align-center has-headline-2-font-size\" style=\"padding-top:var(--wp--preset--spacing--800)\" id=\"about-the-expert\">About the expert.<\/h2>\n\n\n<div class=\"wp-block-group has-black-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-8141513f wp-block-group-is-layout-constrained\" style=\"border-radius:16px;margin-top:var(--wp--preset--spacing--2400);padding:var(--wp--preset--spacing--1200) var(--wp--preset--spacing--2400)\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-5e964b62 wp-block-columns-is-layout-flex is-stacked-on-mobile\" data-columns=\"2\" style=\"--columns:2\">\n<div class=\"wp-block-column is-vertically-aligned-stretch is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:62%\">\n<section class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-fa0b57a6 wp-block-group-is-layout-flex has-max-width\" style=\"min-height:100%;--max-width-desktop:610px;padding:var(--wp--preset--spacing--800) 0\"><div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<h4 class=\"wp-block-heading has-white-color has-text-color has-link-color wp-elements-866af42c16c2eb154b540dffc1b29a29\" id=\"jason-wenk\">Jason Wenk<\/h4>\n\n\n<p class=\"wp-block-paragraph has-background-color has-text-color has-link-color has-cta-default-font-size wp-elements-700104ed661a7810d080ed89585c06b4\" style=\"font-style:normal;font-weight:700\">CEO, Founder<\/p>\n<\/div>\n\n\n<p class=\"wp-block-paragraph has-background-color has-text-color has-link-color has-paragraph-2-font-size wp-elements-be80843fd11ca1cbcaa5af687b71159e has-max-width\" style=\"--max-width-desktop:396px\">Jason Wenk, the founder and CEO of Altruist, built two multi-billion-dollar RIAs* and has coached hundreds of emerging advisors toward success.<\/p>\n<\/section>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-large has-custom-border\" style=\"border-radius:0px\"><img decoding=\"async\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/04\/3_4.png\" style=\"border-radius:0px\"><\/figure>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group has-black-color has-blue-primary-background-color has-text-color has-background has-link-color wp-elements-4bb647252b0e807386d50db4f61517a6 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a9cf8671 wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--2400) var(--wp--preset--spacing--1600)\"><div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:8px;padding-top:var(--wp--preset--spacing--600)\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-88e7fbb6 wp-block-columns-is-layout-flex is-stacked-on-mobile\" data-columns=\"2\" style=\"--columns:2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading has-black-color has-text-color has-link-color has-headline-2-font-size wp-elements-f87d07df4991f81ed08832e39502682f\" id=\"moderne280a8times-calle280a8for-a-modern-custodian\">Modern&#8232;times call&#8232;for a modern custodian.<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph has-black-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-526b98b9fa66eec03d0f3a52d3a28e07\" style=\"margin-bottom:var(--wp--preset--spacing--800)\">Use our platform to streamline RIA operations, diminish overhead costs, exceed client expectations, and deepen relationships.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-left is-layout-flex wp-container-core-buttons-is-layout-fc4fd283 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-altruist-button-dark\" style=\"\"><a class=\"wp-block-button__link has-cta-default-font-size has-custom-font-size wp-element-button\" href=\"\/talk-to-us\/\" style=\"\">See us in action<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Learn successful strategies used by high-growth RIA advisors and chart your way to the $100M milestone and 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