{"id":4135,"date":"2025-10-10T17:18:30","date_gmt":"2025-10-10T17:18:30","guid":{"rendered":"https:\/\/altruist.com\/?page_id=4135"},"modified":"2026-06-18T12:51:12","modified_gmt":"2026-06-18T16:51:12","slug":"advisor-stories","status":"publish","type":"page","link":"https:\/\/altruist.com\/advisor-stories\/","title":{"rendered":"Advisor stories"},"content":{"rendered":"<section class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding:var(--wp--preset--spacing--1600) 0\"><h1 class=\"wp-block-heading has-text-align-center has-secondary-font-family has-headline-3-font-size has-max-width\" style=\"font-style:normal;font-weight:450;--max-width-mobile:100%;--max-width-desktop:850px\" id=\"real-stories-from-advisors-building-whate28099s-next\">Real stories from advisors building what&rsquo;s next<\/h1>\n<\/section>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-c49557af wp-block-group-is-layout-constrained\" style=\"margin-bottom:var(--wp--preset--spacing--1200);padding:0 var(--wp--preset--spacing--1600)\"><div class=\"wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-23441af8 wp-block-group-is-layout-flex\">\n<nav class=\"has-cta-default-font-size items-justified-space-between no-wrap is-content-library-nav wp-block-navigation is-horizontal is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-navigation-is-layout-7cbee8e8 wp-block-navigation-is-layout-flex has-display-none-mobile has-display-block-desktop has-width\" aria-label=\"Resources\" style=\"--width:100%\"><ul class=\"wp-block-navigation__container has-cta-default-font-size items-justified-space-between no-wrap is-content-library-nav wp-block-navigation has-cta-default-font-size\">\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/resources\/\" data-nav-label=\"Home\"><span class=\"wp-block-navigation-item__label\">Home<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/company-news\/\" data-nav-label=\"Company news\"><span class=\"wp-block-navigation-item__label\">Company news<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/products\/\" data-nav-label=\"Products\"><span class=\"wp-block-navigation-item__label\">Products<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/advisor-stories\/\" data-nav-label=\"Advisor stories\"><span class=\"wp-block-navigation-item__label\">Advisor stories<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/insights\/\" data-nav-label=\"Insights\"><span class=\"wp-block-navigation-item__label\">Insights<\/span><\/a><\/li>\n<\/ul><\/nav>\n\n\n<nav class=\"has-cta-default-font-size items-justified-center is-content-library-nav wp-block-navigation is-horizontal is-content-justification-center is-layout-flex wp-container-core-navigation-is-layout-ef5ce59c wp-block-navigation-is-layout-flex has-display-block-mobile has-display-none-desktop has-width\" aria-label=\"Resources 2\" style=\"--width:100%\"><ul class=\"wp-block-navigation__container has-cta-default-font-size items-justified-center is-content-library-nav wp-block-navigation has-cta-default-font-size\">\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/resources\/\" data-nav-label=\"Home\"><span class=\"wp-block-navigation-item__label\">Home<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/company-news\/\" data-nav-label=\"Company news\"><span class=\"wp-block-navigation-item__label\">Company news<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/products\/\" data-nav-label=\"Products\"><span class=\"wp-block-navigation-item__label\">Products<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/advisor-stories\/\" data-nav-label=\"Advisor stories\"><span class=\"wp-block-navigation-item__label\">Advisor stories<\/span><\/a><\/li>\n<?xml encoding=\"UTF-8\"><li class=\"has-cta-default-font-size wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/altruist.com\/insights\/\" data-nav-label=\"Insights\"><span class=\"wp-block-navigation-item__label\">Insights<\/span><\/a><\/li>\n<\/ul><\/nav>\n<\/div>\n<\/section>\n\n\n<section class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div data-qllm-query-region=\"1\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\"><li class=\"wp-block-post post-5737 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-enterprise-rias tag-featured-advisor-stories tag-featured-home\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-639b5052 wp-block-group-is-layout-constrained has-position-relative\" style=\"padding:0\">\n<div class=\"wp-block-group has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-4efa1805378040eb11da642e3bd920d5 has-global-padding is-layout-constrained wp-container-core-group-is-layout-d8757288 wp-block-group-is-layout-constrained has-position-absolute has-top has-right has-bottom has-left has-z-index has-width\" style=\"border-radius:6px;--top:20px;--left:17px;--z-index:1;padding:var(--wp--preset--spacing--200)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-3e547a93 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:0\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a6800d8459a5\" data-icon=\"brand-icons-document\"><title id=\"icon-6a6800d8459a5\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;padding:0;margin:0 0 0 var(--wp--preset--spacing--200)\">Featured<\/p>\n<\/div>\n<\/div>\n\n\n<figure style=\"margin-bottom:var(--wp--preset--spacing--1200);border-radius:16px\" class=\"wp-block-post-featured-image has-aspect-ratio-16\/9 has-object-position-center\"><a href=\"https:\/\/altruist.com\/advisor-stories\/lifeworks-advisors-case-study\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"566\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/Case-Study-Lifeworks-Hero-Image_01-1-1024x566.png\" class=\"attachment-large size-large wp-post-image\" alt=\"The firm that bet on the future\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/Case-Study-Lifeworks-Hero-Image_01-1-1024x566.png 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/Case-Study-Lifeworks-Hero-Image_01-1-300x166.png 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/Case-Study-Lifeworks-Hero-Image_01-1-768x425.png 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/04\/Case-Study-Lifeworks-Hero-Image_01-1.png 1512w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\"><\/a><\/figure>\n<\/div>\n\n\n<h2 style=\"margin-top:0;margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-4-font-size\" id=\"the-firm-that-bet-on-the-future\">The firm that bet on the future<\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Hear how Lifeworks Advisors partnered with Altruist to deliver the experience their next-gen clients expect and save $1,800 per household, every year.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700; margin-bottom:var(--wp--preset--spacing--800);margin-bottom:var(--wp--preset--spacing--800)\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-04-28T16:26:33-04:00\">April 28, 2026<\/time><\/div>\n\n<\/li><\/ul>\n\n<\/div>\n<\/section>\n\n\n<section class=\"wp-block-group alignfull is-full-width-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-6f129e7c wp-block-group-is-layout-constrained\" style=\"padding:0 var(--wp--preset--spacing--1600)\">\n<div class=\"wp-block-altruist-tabs tabs-block tabs-7dwt6wfu is-content-library-tabs\"><div class=\"tabs\" data-active-tab=\"tab-1\">\n<div class=\"tabs-list\">\n<button class=\"tabs-trigger active\" data-state=\"active\" data-tab-id=\"tab-1\"><span class=\"layout\"><span>Breakaways<\/span><\/span><\/button><button class=\"tabs-trigger \" data-state=\"\" data-tab-id=\"tab-2\"><span class=\"layout\"><span>Established RIAs<\/span><\/span><\/button><button class=\"tabs-trigger \" data-state=\"\" data-tab-id=\"tab-4xb8yau1\"><span class=\"layout\"><span>Enterprise RIAs<\/span><\/span><\/button><button class=\"tabs-trigger \" data-state=\"\" data-tab-id=\"tab-zw6obj6z\"><span class=\"layout\"><span>The Advisor Journey<\/span><\/span><\/button>\n<\/div>\n<div class=\"tabs-content\">\n<div class=\"wp-block-altruist-tab tab-content-block layout-default valign-top halign-left width-full animation-fade\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin:var(--wp--preset--spacing--1600) 0\">\n<div data-qllm-query-region=\"2\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-1921 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-breakaways\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a6800d8459a5\" data-icon=\"brand-icons-document\"><title id=\"icon-6a6800d8459a5\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"the-breakaway-chronicles-jon-henderson\"><a href=\"https:\/\/altruist.com\/advisor-stories\/the-breakaway-chronicles-jon-henderson\/\" target=\"_self\">The Breakaway Chronicles: Jon Henderson<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">A series where we sit down with advisors who have successfully broken away to start their own firms. Gain insights, best practices, and valuable advice as they share their journey, challenges, and triumphs.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-03-12T12:13:00-04:00\">March 12, 2025<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/the-breakaway-chronicles-jon-henderson\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"2549\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/breakaway-henderson-scaled.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"The Breakaway Chronicles: Jon Henderson\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/breakaway-henderson-scaled.jpg 2560w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/breakaway-henderson-300x300.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/breakaway-henderson-1024x1020.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/breakaway-henderson-150x150.jpg 150w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/breakaway-henderson-768x765.jpg 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/breakaway-henderson-1536x1530.jpg 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/03\/breakaway-henderson-2048x2039.jpg 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-1254 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-breakaways\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a6800d8459a5\" data-icon=\"brand-icons-document\"><title id=\"icon-6a6800d8459a5\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"how-a-former-musician-built-a-financial-firm-that-puts-clients-first\"><a href=\"https:\/\/altruist.com\/advisor-stories\/clarity-advisors\/\" target=\"_self\">How a former musician built a financial firm that puts clients first<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">How a former musician built a client-first advisory firm, Clarity Advisors, overcoming industry challenges with the support of Altruist.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-02-20T00:08:00-05:00\">February 20, 2025<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/clarity-advisors\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-17.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"How a former musician built a financial firm that puts clients first\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-17.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-17-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-17-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-17-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin:var(--wp--preset--spacing--1600) 0\">\n<div data-qllm-query-region=\"3\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-1256 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-breakaways\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-02-10T00:08:00-05:00\">February 10, 2025<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"how-jon-henderson-found-freedom-growth-and-the-right-custodial-partner-in-altruist\"><a href=\"https:\/\/altruist.com\/advisor-stories\/echo45\/\" target=\"_self\">How Jon Henderson found freedom, growth, and the right custodial partner in Altruist<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Jon Henderson&#8217;s journey to independence and Echo45 highlights the transformative power of choosing the right custodial partner.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/echo45\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-18.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"How Jon Henderson found freedom, growth, and the right custodial partner in Altruist\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-18.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-18-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-18-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-18-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-1922 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-breakaways\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2024-11-20T12:34:00-05:00\">November 20, 2024<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"the-breakaway-chronicles-brandon-lockwood\"><a href=\"https:\/\/altruist.com\/advisor-stories\/the-breakaway-chronicles-brandon-lockwood\/\" target=\"_self\">The Breakaway Chronicles: Brandon Lockwood<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">A series where we sit down with advisors who have successfully broken away to start their own firms. Gain insights, best practices, and valuable advice as they share their journey, challenges, and triumphs.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/the-breakaway-chronicles-brandon-lockwood\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1925\" height=\"1917\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/11\/Blog-Cover-38.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"The Breakaway Chronicles: Brandon Lockwood\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/11\/Blog-Cover-38.jpg 1925w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/11\/Blog-Cover-38-150x150.jpg 150w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/11\/Blog-Cover-38-300x300.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/11\/Blog-Cover-38-768x765.jpg 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/11\/Blog-Cover-38-1024x1020.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/11\/Blog-Cover-38-1536x1530.jpg 1536w\" sizes=\"auto, (max-width: 1925px) 100vw, 1925px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-501 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-breakaways\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2024-09-26T00:10:00-04:00\">September 26, 2024<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"the-hardest-and-easiest-decision-brandon-lockwood-faced-when-breaking-away\"><a href=\"https:\/\/altruist.com\/advisor-stories\/lockwood-wealth-strategies-breakaway-decision\/\" target=\"_self\">The Hardest (and Easiest) Decision Brandon Lockwood Faced When Breaking Away<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">After agonizing over it for years, Brandon Lockwood finally broke away to form his own RIA. Here&#8217;s why he chose Altruist.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/lockwood-wealth-strategies-breakaway-decision\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-39.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"The Hardest (and Easiest) Decision Brandon Lockwood Faced When Breaking Away\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-39.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-39-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-39-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-39-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-1923 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-breakaways\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2024-09-25T12:35:00-04:00\">September 25, 2024<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"the-breakaway-chronicles-jose-martin\"><a href=\"https:\/\/altruist.com\/advisor-stories\/the-breakaway-chronicles-jose-martin\/\" target=\"_self\">The Breakaway Chronicles: Jose Martin<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">A series where we sit down with advisors who have successfully broken away to start their own firms. Gain insights, best practices, and valuable advice as they share their journey, challenges, and triumphs.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/the-breakaway-chronicles-jose-martin\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1925\" height=\"1917\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/09\/Blog-Cover-39.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"The Breakaway Chronicles: Jose Martin\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/09\/Blog-Cover-39.jpg 1925w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/09\/Blog-Cover-39-150x150.jpg 150w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/09\/Blog-Cover-39-300x300.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/09\/Blog-Cover-39-768x765.jpg 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/09\/Blog-Cover-39-1024x1020.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/09\/Blog-Cover-39-1536x1530.jpg 1536w\" sizes=\"auto, (max-width: 1925px) 100vw, 1925px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-1924 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-breakaways\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2024-07-24T12:36:00-04:00\">July 24, 2024<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"the-breakaway-chronicles-jason-payne\"><a href=\"https:\/\/altruist.com\/advisor-stories\/the-breakaway-chronicles-jason-payne\/\" target=\"_self\">The Breakaway Chronicles: Jason Payne<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">A series where we sit down with advisors who have successfully broken away to start their own firms. Gain insights, best practices, and valuable advice as they share their journey, challenges, and triumphs.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/the-breakaway-chronicles-jason-payne\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1925\" height=\"1917\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/07\/Blog-Cover-40.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"The Breakaway Chronicles: Jason Payne\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/07\/Blog-Cover-40.jpg 1925w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/07\/Blog-Cover-40-150x150.jpg 150w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/07\/Blog-Cover-40-300x300.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/07\/Blog-Cover-40-768x765.jpg 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/07\/Blog-Cover-40-1024x1020.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2024\/07\/Blog-Cover-40-1536x1530.jpg 1536w\" sizes=\"auto, (max-width: 1925px) 100vw, 1925px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\t\t\t<div class=\"is-layout-flex wp-block-buttons wp-block-query-pagination-is-layout-flex\">\n\t\t\t\t<div class=\"wp-block-button aligncenter\">\n\t\t\t\t\t<a class=\"wp-block-button__link wp-element-button wp-load-more__button\" href=\"?query-6-page=2\" data-query-next-page=\"2\" data-query-key=\"6\" data-query-max-page=\"4\" data-query-url=\"query-6-page\" data-update-url=\"\"><span class=\"qllm-loading\">Loading&#8230;<\/span><span class=\"qllm-load-more\">Load More<\/span><\/a>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-altruist-tab tab-content-block layout-default valign-top halign-left width-full animation-fade\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:var(--wp--preset--spacing--1600);padding-right:0;padding-bottom:var(--wp--preset--spacing--1600);padding-left:0\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div data-qllm-query-region=\"4\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-6195 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-established-rias\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a6800d8459a5\" data-icon=\"brand-icons-document\"><title id=\"icon-6a6800d8459a5\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"the-firm-that-invests-in-people-first\"><a href=\"https:\/\/altruist.com\/advisor-stories\/the-firm-that-invests-in-people-first\/\" target=\"_self\">The firm that invests in people first<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">&#8220;The great thing about working with a partner like Altruist is that I don&rsquo;t need to worry if I will have the tools and technology required to grow into the future&mdash;not over the next five years, but perhaps over the next 10, 20 years and beyond,&rdquo; said Douglas Boneparth.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2026-06-18T13:10:41-04:00\">June 18, 2026<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/the-firm-that-invests-in-people-first\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2268\" height=\"1254\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Case-Study-Lifeworks-Hero-Image.png\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"The firm that invests in people first\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Case-Study-Lifeworks-Hero-Image.png 2268w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Case-Study-Lifeworks-Hero-Image-300x166.png 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Case-Study-Lifeworks-Hero-Image-1024x566.png 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Case-Study-Lifeworks-Hero-Image-768x425.png 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Case-Study-Lifeworks-Hero-Image-1536x849.png 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/06\/Case-Study-Lifeworks-Hero-Image-2048x1132.png 2048w\" sizes=\"auto, (max-width: 2268px) 100vw, 2268px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-1249 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-established-rias\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a6800d8459a5\" data-icon=\"brand-icons-document\"><title id=\"icon-6a6800d8459a5\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"300m-in-three-years-peak-retirement-planning-gets-marketing-right\"><a href=\"https:\/\/altruist.com\/advisor-stories\/peak-retirement-planning\/\" target=\"_self\">$300M in three years? Peak Retirement planning gets marketing right<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">How one firm skyrocketed to $300M in assets by leveraging a multi-channel marketing strategy focused on &#8220;Midwestern Millionaires.&#8221;<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-02-24T00:08:00-05:00\">February 24, 2025<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/peak-retirement-planning\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-15.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"$300M in three years? Peak Retirement planning gets marketing right\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-15.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-15-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-15-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-15-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin:var(--wp--preset--spacing--1600) 0\">\n<div data-qllm-query-region=\"5\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-464 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-established-rias\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2024-11-15T00:10:00-05:00\">November 15, 2024<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"panoramic-financial-switched-from-schwab-to-altruist-%e2%80%94-and-saved-20-hours-a-week\"><a href=\"https:\/\/altruist.com\/advisor-stories\/why-panoramic-financial-switched-to-altruist\/\" target=\"_self\">Panoramic Financial switched from Schwab to Altruist &mdash; and saved 20 hours a week<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">How one firm capitalized by ditching a legacy custodian for Altruist<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/why-panoramic-financial-switched-to-altruist\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-30.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"Panoramic Financial switched from Schwab to Altruist &mdash; and saved 20 hours a week\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-30.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-30-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-30-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-30-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-497 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-established-rias\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2024-09-26T00:10:00-04:00\">September 26, 2024<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"why-pacific-wealth-advisory-services-moved-100m-to-altruist-in-three-weeks\"><a href=\"https:\/\/altruist.com\/advisor-stories\/why-pacific-wealth-advisory-services-moved-to-altruist\/\" target=\"_self\">Why Pacific Wealth Advisory Services moved $100M to Altruist (in Three Weeks)<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Transitioning nine figures of AUM shouldn&#8217;t take months to complete. Here&#8217;s how one firm did it.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/why-pacific-wealth-advisory-services-moved-to-altruist\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-40.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"Why Pacific Wealth Advisory Services moved $100M to Altruist (in Three Weeks)\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-40.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-40-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-40-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-40-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-806 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-established-rias\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2023-06-28T00:10:00-04:00\">June 28, 2023<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"why-windle-wealth-is-moving-150m-to-altruist-before-the-schwab-conversion\"><a href=\"https:\/\/altruist.com\/advisor-stories\/windle-wealth\/\" target=\"_self\">Why Windle Wealth Is Moving $150M+ to Altruist Before the Schwab Conversion<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Windle Wealth had a big decision to make before the Schwab conversion. Here&#8217;s how they approached it.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/windle-wealth\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-119.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"Why Windle Wealth Is Moving $150M+ to Altruist Before the Schwab Conversion\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-119.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-119-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-119-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-119-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-517 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-established-rias\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2022-09-07T00:10:00-04:00\">September 7, 2022<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"how-kiplinger-wealth-advisors-transitioned-500-accounts-in-one-month-and-is-now-saving-140000-a-year-with-altruist\"><a href=\"https:\/\/altruist.com\/advisor-stories\/how-kiplinger-wealth-advisors-transitioned-to-altruist\/\" target=\"_self\">How Kiplinger Wealth Advisors Transitioned 500 Accounts in One Month (and Is Now Saving $140,000 a Year with Altruist)<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">See why the Kiplinger team landed on Altruist as the best option for their firm, and how the transition went.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/how-kiplinger-wealth-advisors-transitioned-to-altruist\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-190.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"How Kiplinger Wealth Advisors Transitioned 500 Accounts in One Month (and Is Now Saving $140,000 a Year with Altruist)\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-190.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-190-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-190-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-190-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-1071 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-established-rias\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2021-12-15T00:09:00-05:00\">December 15, 2021<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"steve-lockshin-on-the-power-of-being-independent\"><a href=\"https:\/\/altruist.com\/advisor-stories\/steve-lockshin-power-of-being-independent\/\" target=\"_self\">Steve Lockshin on the Power of Being Independent<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Gain invaluable insights from Advisor Steve Lockshin, who&#8217;s witnessed the industry&#8217;s highs and lows from the front row.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/steve-lockshin-power-of-being-independent\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-209.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"Steve Lockshin on the Power of Being Independent\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-209.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-209-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-209-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-209-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\t\t\t<div class=\"is-layout-flex wp-block-buttons wp-block-query-pagination-is-layout-flex\">\n\t\t\t\t<div class=\"wp-block-button aligncenter\">\n\t\t\t\t\t<a class=\"wp-block-button__link wp-element-button wp-load-more__button\" href=\"?query-6-page=2\" data-query-next-page=\"2\" data-query-key=\"6\" data-query-max-page=\"2\" data-query-url=\"query-6-page\" data-update-url=\"\"><span class=\"qllm-loading\">Loading&#8230;<\/span><span class=\"qllm-load-more\">Load More<\/span><\/a>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-altruist-tab tab-content-block layout-default valign-top halign-left width-full animation-fade\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:var(--wp--preset--spacing--1600);padding-right:0;padding-bottom:var(--wp--preset--spacing--1600);padding-left:0\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div data-qllm-query-region=\"6\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-4479 post type-post status-publish format-standard has-post-thumbnail hentry category-news tag-enterprise-rias tag-press-room\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a6800d8459a5\" data-icon=\"brand-icons-document\"><title id=\"icon-6a6800d8459a5\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"altruist-partners-with-ritholtz-wealth-management-to-expand-access-to-financial-advice\"><a href=\"https:\/\/altruist.com\/news\/altruist-partners-with-ritholtz-wealth-management-to-expand-access-to-financial-advice\/\" target=\"_self\">Altruist partners with Ritholtz Wealth Management to expand access to financial advice<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">Altruist, the modern custodian built exclusively for independent RIAs, announced a new custody relationship with Ritholtz Wealth Management (RWM), a national RIA overseeing more than $6 billion in assets for high-net-worth clients and institutions.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2025-08-27T23:03:36-04:00\">August 27, 2025<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/news\/altruist-partners-with-ritholtz-wealth-management-to-expand-access-to-financial-advice\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"2500\" height=\"1404\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/09\/Ritholtz-Wealth-Management.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"Altruist partners with Ritholtz Wealth Management to expand access to financial advice\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/09\/Ritholtz-Wealth-Management.jpg 2500w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/09\/Ritholtz-Wealth-Management-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/09\/Ritholtz-Wealth-Management-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/09\/Ritholtz-Wealth-Management-768x431.jpg 768w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/09\/Ritholtz-Wealth-Management-1536x863.jpg 1536w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/09\/Ritholtz-Wealth-Management-2048x1150.jpg 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-505 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories category-insights tag-enterprise-rias tag-operations\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a6800d8459a5\" data-icon=\"brand-icons-document\"><title id=\"icon-6a6800d8459a5\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"the-%e2%80%98little-things%e2%80%99-that-helped-this-480m-firm-choose-altruist\"><a href=\"https:\/\/altruist.com\/advisor-stories\/why-fps-chose-altruist\/\" target=\"_self\">The &lsquo;Little Things&rsquo; That Helped This $480M Firm Choose Altruist<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">How one RIA chose Altruist&mdash;and how it compares to their previous custodian.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2024-08-30T00:10:00-04:00\">August 30, 2024<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/why-fps-chose-altruist\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-44.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"The &lsquo;Little Things&rsquo; That Helped This $480M Firm Choose Altruist\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-44.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-44-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-44-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-44-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin:var(--wp--preset--spacing--1600) 0\">\n<div data-qllm-query-region=\"7\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\"><li class=\"wp-block-post post-505 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories category-insights tag-enterprise-rias tag-operations\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2024-08-30T00:10:00-04:00\">August 30, 2024<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"the-%e2%80%98little-things%e2%80%99-that-helped-this-480m-firm-choose-altruist\"><a href=\"https:\/\/altruist.com\/advisor-stories\/why-fps-chose-altruist\/\" target=\"_self\">The &lsquo;Little Things&rsquo; That Helped This $480M Firm Choose Altruist<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">How one RIA chose Altruist&mdash;and how it compares to their previous custodian.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/why-fps-chose-altruist\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-44.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"The &lsquo;Little Things&rsquo; That Helped This $480M Firm Choose Altruist\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-44.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-44-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-44-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-44-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li><\/ul>\n\n\n\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-altruist-tab tab-content-block layout-default valign-top halign-left width-full animation-fade\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:var(--wp--preset--spacing--1600);padding-right:0;padding-bottom:var(--wp--preset--spacing--1600);padding-left:0\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div data-qllm-query-region=\"8\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\">\n<li class=\"wp-block-post post-648 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories tag-taj\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a6800d8459a5\" data-icon=\"brand-icons-document\"><title id=\"icon-6a6800d8459a5\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"the-advisor-journey-presents-authentic-storytelling-with-steve-sanduski\"><a href=\"https:\/\/altruist.com\/advisor-stories\/the-advisor-journey-steve-sanduski\/\" target=\"_self\">The Advisor Journey Presents: Authentic storytelling with Steve Sanduski<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">Industry veteran Steve Sanduski joins The Advisory Journey to discuss the power of storytelling and authenticity for financial advisors.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2024-02-14T00:10:00-05:00\">February 14, 2024<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/the-advisor-journey-steve-sanduski\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-64.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"The Advisor Journey Presents: Authentic storytelling with Steve Sanduski\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-64.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-64-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-64-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-64-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<li class=\"wp-block-post post-658 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories category-insights tag-industry tag-taj\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group post-label has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-b438007f5acb95be7bf3d21b3d5aae17 has-global-padding is-layout-constrained wp-container-core-group-is-layout-a5a59a83 wp-block-group-is-layout-constrained has-top has-right has-bottom has-left has-z-index\" style=\"border-radius:6px;margin-bottom:var(--wp--preset--spacing--1200);--z-index:1;padding:var(--wp--preset--spacing--100)\">\n<div class=\"wp-block-group is-horizontal is-nowrap is-layout-flex wp-container-core-group-is-layout-545c21a2 wp-block-group-is-layout-flex has-display-flex\" style=\"padding:var(--wp--preset--spacing--200)\">\n<figure class=\"wp-block-image is-style-icon has-max-width\" style=\"\"><span title=\"document icon\" role=\"img\" class=\"wp-block-image__icon\" style=\"\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\" role=\"img\" aria-labelledby=\"icon-6a6800d8459a5\" data-icon=\"brand-icons-document\"><title id=\"icon-6a6800d8459a5\">Document Icon<\/title>\n<path d=\"M4.11111 11.8889H9.55556V10.3333H4.11111V11.8889ZM4.11111 8.77778H11.8889V7.22222H4.11111V8.77778ZM4.11111 5.66667H11.8889V4.11111H4.11111V5.66667ZM2.55556 15C2.12778 15 1.76157 14.8477 1.45694 14.5431C1.15231 14.2384 1 13.8722 1 13.4444V2.55556C1 2.12778 1.15231 1.76157 1.45694 1.45694C1.76157 1.15231 2.12778 1 2.55556 1H13.4444C13.8722 1 14.2384 1.15231 14.5431 1.45694C14.8477 1.76157 15 2.12778 15 2.55556V13.4444C15 13.8722 14.8477 14.2384 14.5431 14.5431C14.2384 14.8477 13.8722 15 13.4444 15H2.55556ZM2.55556 13.4444H13.4444V2.55556H2.55556V13.4444Z\" fill=\"currentColor\"><\/path><\/svg><\/span><\/figure>\n\n\n<p class=\"wp-block-paragraph has-cta-small-font-size\" style=\"font-style:normal;font-weight:700;margin:0 0 0 var(--wp--preset--spacing--200)\">Article<\/p>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-width has-max-width\" style=\"--width-mobile:100%;--width-desktop:590px;--max-width-mobile:100%;--max-width-desktop:590px\">\n<h2 style=\"font-style:normal;font-weight:900; margin-bottom:var(--wp--preset--spacing--600);\" class=\"wp-block-post-title has-headline-5-font-size has-primary-font-family\" id=\"2024-predictions-from-the-advisor-journey\"><a href=\"https:\/\/altruist.com\/advisor-stories\/2024-predictions\/\" target=\"_self\">2024 Predictions from The Advisor Journey<\/a><\/h2>\n\n\n<div style=\"margin-bottom:var(--wp--preset--spacing--1200)\" class=\"wp-block-post-excerpt has-paragraph-2-font-size\"><p class=\"wp-block-post-excerpt__excerpt\">The Advisor Journey hosts break down their predictions for the advisor space in 2024, including some big changes that could be on the way.<\/p><\/div>\n\n\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2024-01-26T00:10:00-05:00\">January 26, 2024<\/time><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow has-width\" style=\"flex-basis:40%;--width:100%\">\n<figure class=\"wp-block-post-featured-image has-aspect-ratio-3\/2 has-object-fit-cover has-object-position-center\" style=\"border-radius:16px\"><a href=\"https:\/\/altruist.com\/advisor-stories\/2024-predictions\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-68.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"2024 Predictions from The Advisor Journey\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-68.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-68-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-68-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-68-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n\n<\/li>\n<\/ul>\n\n\n\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin:var(--wp--preset--spacing--1600) 0\">\n<div data-qllm-query-region=\"9\" class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\">\n<ul class=\"wp-block-post-template is-layout-flow wp-block-post-template-is-layout-flow\"><li class=\"wp-block-post post-920 post type-post status-publish format-standard has-post-thumbnail hentry category-advisor-stories category-insights tag-team-development tag-taj\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-0459e5e0 wp-block-columns-is-layout-flex has-width is-stacked-on-mobile\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--black);border-top-width:2px;padding-top:var(--wp--preset--spacing--lg);padding-bottom:var(--wp--preset--spacing--800);--width:100%;--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-d6b9ab57 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div style=\"font-style:normal;font-weight:700;\" class=\"wp-block-post-date has-cta-small-font-size\"><time datetime=\"2023-03-29T00:10:00-04:00\">March 29, 2023<\/time><\/div>\n\n<h2 style=\"font-style:normal;font-weight:450;\" class=\"wp-block-post-title has-headline-5-font-size has-secondary-font-family\" id=\"how-to-build-a-team-and-the-impact-of-talent-on-growth\"><a href=\"https:\/\/altruist.com\/insights\/building-a-team\/\" target=\"_self\">How to Build a Team and the Impact of Talent on Growth<\/a><\/h2>\n\n\n<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Everything RIAs need to know about hiring, including roles to consider, how to evaluate talent, and mistakes to avoid. Authored by Jason Wenk, CEO.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<div class=\"wp-block-group is-vertical is-content-justification-right is-layout-flex wp-container-core-group-is-layout-52219066 wp-block-group-is-layout-flex\" style=\"min-height:100%\">\n<figure class=\"wp-block-post-featured-image has-width has-max-width has-aspect-ratio-3\/2 has-height has-object-fit-cover has-object-position-center\" style=\"--width-mobile:100%;--width-desktop:300px;--max-width-mobile:100%;--max-width-desktop:300px;border-radius:16px\"><a href=\"https:\/\/altruist.com\/insights\/building-a-team\/\" target=\"_self\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"702\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-153.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"How to Build a Team and the Impact of Talent on Growth\" style=\"border-radius:16px;object-fit:cover;\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-153.jpg 1250w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-153-300x168.jpg 300w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-153-1024x575.jpg 1024w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-153-768x431.jpg 768w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\"><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n<\/li><\/ul>\n\n\n\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/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-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"border-radius:0px;border-top-color:var(--wp--preset--color--background);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-background-color has-text-color has-link-color has-headline-2-font-size wp-elements-7d64630e014c9d3ca2cf1e7f50c12f09\" id=\"interested-in-altruist\">Interested in Altruist?<\/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-background-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-6944944300c33d13b5980dfdac05a3e3\" style=\"margin-bottom:var(--wp--preset--spacing--800)\">Use our platform to streamline RIA operations, cut overhead costs, exceed client expectations, and deepen relationships.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-default\" style=\"padding-top:var(--wp--preset--spacing--400);padding-right:var(--wp--preset--spacing--1200);padding-bottom:var(--wp--preset--spacing--400);padding-left:var(--wp--preset--spacing--1200)\"><a class=\"wp-block-button__link has-cta-default-font-size has-custom-font-size wp-element-button\" href=\"https:\/\/altruist.com\/talk-to-us\/\" style=\"padding-top:var(--wp--preset--spacing--400);padding-right:var(--wp--preset--spacing--1200);padding-bottom:var(--wp--preset--spacing--400);padding-left:var(--wp--preset--spacing--1200);padding:var(--wp--preset--spacing--400) var(--wp--preset--spacing--1200)\">See if you&#8217;re a fit<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Real stories from advisors building what&rsquo;s next Interested in Altruist? Use our platform to streamline RIA operations, cut overhead costs, exceed client expectations, and deepen relationships.<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"wp-custom-template-content-library","meta":{"content-type":"","_custom_page_spacing":"","_custom_nav_style":"","_hide_navigation":false,"_hide_footer":false,"footnotes":""},"class_list":["post-4135","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Advisor stories - Altruist<\/title>\n<meta name=\"description\" content=\"Real stories from growth-minded wealth professionals building stronger relationships and achieving better outcomes.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/altruist.com\/advisor-stories\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Advisor stories - 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