{"id":5504,"date":"2026-03-13T18:09:06","date_gmt":"2026-03-13T18:09:06","guid":{"rendered":"https:\/\/altruist.com\/?post_type=events&#038;p=5504"},"modified":"2026-03-13T18:09:07","modified_gmt":"2026-03-13T18:09:07","slug":"brewing-success-your-onboarding-qa","status":"publish","type":"events","link":"https:\/\/altruist.com\/events\/brewing-success-your-onboarding-qa\/","title":{"rendered":"Brewing success: Your onboarding Q&amp;A"},"content":{"rendered":"<section class=\"wp-block-group alignfull is-full-width-group is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-476e3011 wp-block-group-is-layout-flex has-background\" style=\"min-height:80vh;background-image:url('https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2025\/05\/Blog-Cover-245.jpg');background-position:54% 23%;background-size:cover;padding:var(--wp--preset--spacing--4000) var(--wp--preset--spacing--1600) var(--wp--preset--spacing--1200) var(--wp--preset--spacing--1600)\">\n<div class=\"wp-block-buttons is-content-justification-left is-layout-flex wp-container-core-buttons-is-layout-fc4fd283 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-default\" style=\"\"><button class=\"wp-block-button__link has-orange-primary-background-color has-background has-text-align-center wp-element-button\" style=\"\" href=\"#\">Webinar<\/button><\/div>\n<\/div>\n\n\n<p class=\"wp-block-paragraph has-background-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-5e2d009fa68fa4262188f63ba162bb4e\" style=\"margin-bottom:var(--wp--preset--spacing--050)\">Coffee with Altruist Onboarding:<\/p>\n\n\n<h1 class=\"wp-block-heading has-text-align-left remove-br-mobile has-background-color has-text-color\" style=\"margin:var(--wp--preset--spacing--200) 0 0 0\" id=\"setting-you-up-for-success\">Setting you up for success<\/h1>\n<\/section>\n\n\n<div class=\"wp-block-group has-global-padding is-horizontal is-layout-constrained wp-block-group-is-layout-constrained has-display-none has-display-none-mobile has-display-none-desktop\" style=\"padding:var(--wp--preset--spacing--800) 0 var(--wp--preset--spacing--1200) 0\">\n<div style=\"height:8px;--width:100%\" aria-hidden=\"true\" class=\"wp-block-spacer has-black-background-color has-background has-width\"><\/div>\n\n\n<h5 class=\"wp-block-heading\" style=\"margin:var(--wp--preset--spacing--800) 0\" id=\"brewing-success-your-onboarding-qa\">Brewing success: Your onboarding Q&amp;A<\/h5>\n\n\n<div style=\"height:2px\" aria-hidden=\"true\" class=\"wp-block-spacer has-black-background-color has-background\"><\/div>\n\n\n<p class=\"wp-block-paragraph has-foreground-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-44d80e9e9ec5ed32a6577c52f978cc9c\" style=\"font-style:normal;font-weight:700\">Wednesday, March 25&#8232;<br>10-10:45 AM PT\/1:00-1:45 PM ET<\/p>\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1ee2282c 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\" style=\"padding-top:var(--wp--preset--spacing--600);flex-basis:60%\">\n<p class=\"wp-block-paragraph has-link-color has-paragraph-1-font-size wp-elements-21a7a782c15b3f120e89a808d091ed02\" style=\"\">Start your morning with a fresh cup of coffee and join our onboarding team for an interactive session built to set you, your firm, and your clients up for success on Altruist.<\/p>\n\n\n<p class=\"wp-block-paragraph has-link-color has-paragraph-1-font-size wp-elements-4951ed6ccd404263f9c127a2eaf94cb1\" style=\"\">We&rsquo;ll kick things off with 15 minutes of helpful insights, followed by 30 minutes of open Q&amp;A. <\/p>\n\n\n<p class=\"wp-block-paragraph has-link-color has-paragraph-1-font-size wp-elements-d03b6fe56fadc9cd37839a184845db63\" style=\"\">Whether you&rsquo;re just getting started or looking for guidance on specific features that unlock more value from our platform, this is your opportunity to ask questions, share feedback, and connect directly with our onboarding experts.<\/p>\n\n\n<p class=\"wp-block-paragraph has-link-color has-paragraph-1-font-size wp-elements-5f8443e412e740a9f6ca4d50a4f4f6e3\" style=\"\"><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:40%\">\n<div class=\"wp-block-group is-layout-flow wp-block-group-is-layout-flow has-max-width\" style=\"--max-width:200px;--max-width-desktop:300px\">\n<div class=\"wp-block-leadin-hubspot-form-block\">\n\t\t\t\t\t\t<script>\n\t\t\t\t\t\t\twindow.hsFormsOnReady = window.hsFormsOnReady || [];\n\t\t\t\t\t\t\twindow.hsFormsOnReady.push(()=>{\n\t\t\t\t\t\t\t\thbspt.forms.create({\n\t\t\t\t\t\t\t\t\tportalId: 4826914,\n\t\t\t\t\t\t\t\t\tformId: \"e5f28aa3-bdd7-4ad6-8057-59cdb65202fa\",\n\t\t\t\t\t\t\t\t\ttarget: \"#hbspt-form-1785203479000-6006035521\",\n\t\t\t\t\t\t\t\t\tregion: \"na1\",\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t})});\n\t\t\t\t\t\t<\/script>\n\t\t\t\t\t\t<div class=\"hbspt-form\" id=\"hbspt-form-1785203479000-6006035521\"><\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-horizontal is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin:var(--wp--preset--spacing--2400) 0\">\n<h2 class=\"wp-block-heading\" style=\"margin-bottom:var(--wp--preset--spacing--1200)\" id=\"watch-the-replay\">Watch the replay<\/h2>\n\n\n<p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"\">Join the Altruist onboarding team for an interactive session focused on helping you move your accounts and get started with confidence.<\/p>\n\n\n<p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"\">This quarterly webinar is tailored to advisors who are new to the Altruist platform. Start your morning with a fresh cup of coffee and join our onboarding team for an interactive session built to set you, your firm, and your clients up for success on Altruist.<\/p>\n\n\n<p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"\">Whether you&rsquo;re just getting started or looking for guidance on specific features that unlock more value from our platform, this is your opportunity to connect directly with our onboarding experts.<\/p>\n\n\n<p class=\"wp-block-paragraph has-paragraph-1-font-size\" style=\"margin-bottom:var(--wp--preset--spacing--1600)\">Grab a coffee and join us for an informative conversation to help you navigate your advisor journey with confidence.<\/p>\n\n\n\n<div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe src=\"https:\/\/www.loom.com\/embed\/0ddccedea8704ce48beb762a303d769e\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"><\/iframe><\/div>\n\n\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color has-small-font-size wp-elements-4b35ae020da99ff20ccf920488ae3605\" style=\"margin-top:var(--wp--preset--spacing--1200)\">Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and it isn&rsquo;t a guarantee of results.<\/p>\n\n\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color has-small-font-size wp-elements-a6cd35c1cf8b4938daae6492e316f067\" style=\"\">Altruist Corp (&ldquo;Altruist&rdquo;) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of&nbsp;<a href=\"https:\/\/www.finra.org\/#\/\" target=\"_blank\" rel=\"noreferrer noopener\">FINRA<\/a>\/<a href=\"https:\/\/www.sipc.org\/\" target=\"_blank\" rel=\"noreferrer noopener\">SIPC.<\/a>&nbsp;Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the&nbsp;<a href=\"https:\/\/altruist.com\/legal\" target=\"_blank\" rel=\"noreferrer noopener\">Altruist Financial Fee Schedule<\/a>&nbsp;to learn more. By using this website, you understand the information being presented is provided for informational purposes only and agree to our&nbsp;<a href=\"https:\/\/altruist.com\/terms\/\" target=\"_blank\" rel=\"noreferrer noopener\">Terms of Use<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/altruist.com\/legal\" target=\"_blank\" rel=\"noreferrer noopener\">Privacy Policy<\/a>. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.<\/p>\n\n\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color has-small-font-size wp-elements-ef8ae6fc9742c9525cd7cfc2d30b0a03\" style=\"\">Clearing and custody of securities provided by Altruist Financial LLC. Check the background of Altruist Financial LLC on FINRA&rsquo;s&nbsp;<a href=\"https:\/\/brokercheck.finra.org\/\">BrokerCheck<\/a><\/p>\n<\/div>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<h4 class=\"wp-block-heading\" style=\"margin-bottom:var(--wp--preset--spacing--1600)\" id=\"speakers\">Speakers<\/h4>\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-5928ace0 wp-block-columns-is-layout-flex is-stacked-on-mobile\" style=\"margin-bottom:var(--wp--preset--spacing--2400);--columns:2\" data-columns=\"2\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-a1a3820d wp-block-group-is-layout-flex\" style=\"padding:var(--wp--preset--spacing--300) 0\">\n<figure class=\"wp-block-image size-full is-resized has-custom-border is-style-rounded is-style-rounded--1\" style=\"border-radius:300px\"><img loading=\"lazy\" decoding=\"async\" width=\"204\" height=\"204\" src=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/speaker.webp\" alt=\"\" class=\"wp-image-5505 has-height\" style=\"border-radius:300px;width:80px\" srcset=\"https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/speaker.webp 204w, https:\/\/cdn.prod.altruistnet.tech\/wp-content\/uploads\/2026\/03\/speaker-150x150.webp 150w\" sizes=\"auto, (max-width: 204px) 100vw, 204px\" \/><\/figure>\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph has-grey-text-color has-text-color has-link-color has-paragraph-1-font-size wp-elements-6040cbbe4830179acdeefb4d480a9cb2\" style=\"font-style:normal;font-weight:700;padding:var(--wp--preset--spacing--050) 0;margin:0\"><strong>Samuel Geralds III<\/strong><\/p>\n\n\n<p class=\"wp-block-paragraph has-link-color has-cta-default-font-size wp-elements-2e9b69c4dd21fc8e8e32cb43e5593461\" style=\"font-style:normal;font-weight:700;padding:var(--wp--preset--spacing--050) 0;margin:0\">Altruist<\/p>\n\n\n<p class=\"wp-block-paragraph has-link-color wp-elements-090079c43872dbe77a3cdf9220103e3c\" style=\"padding:var(--wp--preset--spacing--050) 0;margin:0\">Altruist Onboarding Specialist<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><\/div>\n<\/div>\n<\/div>\n\n\n\n<style>\n.wp-block-site-logo {\ndisplay:none !important;\n}\n@media (max-width: 819px) {\n    footer .is-logo-section__logo {\n        min-height: 140px !important;\n    }\n}\n<\/style>\n\n\n<p class=\"wp-block-paragraph \" style=\"\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Join the Altruist onboarding team for an interactive session focused on helping you move your accounts and get started with confidence.<\/p>\n","protected":false},"featured_media":5509,"template":"white-top-nav-with-logo-and-footer","meta":{"content-type":"March 25","_custom_page_spacing":"","_custom_nav_style":"","_hide_navigation":false,"_hide_footer":false,"footnotes":""},"event_category":[42],"event_tag":[114],"class_list":["post-5504","events","type-events","status-publish","has-post-thumbnail","hentry","event_category-webinar","event_tag-webinar-replay"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - 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