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Case Study
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Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

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Growing your financial advisory business through acquisitions

Have you wondered how to grow your business through acquisition? Alex Chalekian joins me to share his experience, and explain why business owners need a succession plan.

Alex is the Founder and CEO of his California-based advisory firm, Lake Avenue Financial, and Head of Practice Acquisitions at Integrated Partners.

Your guide to building a $100m RIA
These growth strategies will help you scale your practice rapidly.

yourfirst100AUM

About Grow

Grow by Altruist is a show dedicated to bringing business growth advice to advisors, by advisors. I'm your host Tyrone Ross and each week I sit down with industry professionals as they share their best ideas around attracting new prospects, building a successful firm, and keeping clients happy. Watch more episodes here.

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