The Advisor Journey How creating an educational course led to over $85M in AUM with Wes White
How did Wes White of Patriot Wealth co-build an $85MM firm without asking for anyone’s business? In this episode, Wes breaks down his success model, shares the specifics of how he identifies the right prospects for his firm (and the wrong ones), and uncovers the education-led outreach strategy that led to the rapid growth of his firm.
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/advisorjourneydemo
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EPISODE HIGHLIGHTS:
Developing a seminar that works for your clients: 6:45-10:23
The “no-pressure” approach that can grow your firm: 10:57-14:45
The economics behind creating and filming a class: 15:45-17:10
The experience of the class from beginning to end: 17:30-21:05
Turning a student into a client: 22:47-28:35
Wes’ secret to growth: 28:51-30:59
RESOURCES IN EPISODE:
ADDITIONAL EPISODE RESOURCES
This RIA grew from $0-30M in one year-no selling involved
A purpose-based planning approach to serving your clients
For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey on Apple Podcast, Spotify, or wherever you listen to p
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...