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Listen "How upgrading your tech stack can lead to massive growth for your RIA with Chelsea Ransom-Cooper"
Episode Synopsis
Chelsea Ransom-Cooper and her partner, Jason Ray of Zenith Wealth, have built a firm with over $50M in AUM in just over a year. A large part of their success comes from creating an efficient onboarding process for not only themselves but also their clients. In this episode, Chelsea walks us through how to automate your process while still building long-lasting client relationships. 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 STAY CONNECTED:Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ EPISODE HIGHLIGHTS:Getting to $50M in AUM in just under a year: 6:18-7:44Which automation tools can help you scale your business: 7:45-10:52How pursuing referrals can help you launch your RIA: 11:53-13:55Working with a consultant and how often should you do a tech stack audit: 13:56-16:41The process of onboarding your clients and the conversation that closes the deal: 16:42-23:01The cost of becoming operationally excellent: 23:15-24:02RESOURCES IN EPISODE: Zenith Wealth Level BestRightCaptial WealthboxHubly ADDITIONAL EPISODE RESOURCES The tech-enabled advisorBuiABOUT 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...
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