Offer clients 5.10% APY with Altruist Cash
Case Study
Why Windle Wealth is moving $150m to Altruist

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

See for yourself
explore product
Take a self-guided tour
Get time savings and personalization without the 50+ bps price tag. Explore product

Brittney Castro on keeping clients calm in uncertainty

Brittney Castro teaches us how to communicate more effectively with our clients through social media and help provide peace of mind through smart financial planning.

She explains how she uses email marketing to stay connected and why video is so important to creating a strong bond with your clients.

Brittney is a CFP®, founder of her firm Financially Wise Inc., and the Head of Education here at Altruist.

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


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.

Never miss an Altruist blog post.