‭For advice about leading a successful career in the financial services industry, it’s‬ hard to find a better source than Bill McNabb, former CEO and Chairman of Vanguard. Bill joins The‬ Advisor Journey to discuss his career trajectory, what it takes to be a leader, and how to build robust and‬ resilient teams.‬

‭ABOUT ALTRUIST:‬

We’re on a mission to make financial advice better, more affordable, and more accessible to everyone.‬

Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our‬

platform saves you time and reduces your costs: You can manage your entire book of business, get‬

performance reporting, and bill your clients with ease and efficiency.‬

Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts‬

‭

STAY CONNECTED:‬

Instagram ►‬‭ https://www.instpagram.com/altruistcorp/‬

Twitter ►‬‭ https://twitter.com/altruist‬

‭Linkedin ►‬‭ https://www.linkedin.com/company/altruistcorp/

RESOURCES IN EPISODE:

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For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.

ABOUT THE ADVISOR JOURNEY:

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.

Disclaimer:

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other 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 FINRA/SIPC. 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. Clearing and custody of securities provided by Altruist Financial LLC

ABOUT ALTRUIST:

We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs.

Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://x.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

ABOUT THE ADVISOR JOURNEY:

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.

Disclaimer:

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other 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 FINRA/SI...

Dropped Frames Episode 178