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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Derek Notman on growing a virtual financial advisory business

Derek Notman has successfully launched his financial advisory business, Intrepid Wealth Partners, 100% virtually. In this episode of Grow, find out how he did it.

Derek is also the creator of Conneqtor—a turn-key financial advisor lead generation system that helps you transform your business in a digital world.

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

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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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