aum

The regulatory dance around AIFs just got a double spin with both the RBI and SEBI making moves. The RBI has stated that Banks and NBFCs can't invest in AIFs funding borrowers they already have loans to. While SEBI has mandated all fresh AIF investments after September 2024 to be dematerialized. Even as it is a big step against the evergreening of loans, it could also affect ₹20,000-40,000 crore of AUM if lenders have to unwind their investments. Is this an impractical solution to a genuine problem? Host Anupriya Nair gets you details from Deepak Shenoy, Founder and CEO - Capitalmind, and ET’s Sugata Ghosh and Shilpy Sinha. Tune in to the latest episode of The Morning Brief podcast!

Credits: Reserve Bank of India

Do check out the latest article by Sugata Ghosh: ET analysis: Is evergreening of loans evergreen?

If you like this episode from Anupriya Nair, check out her other interesting episodes on Outlook 2024 with JPMorgan: Will Cuts be the Catalysts for Macros and Markets? India’s Surge In Satta: How cheap options can turn very costly, Digital Payments: Making Lives Easy or A Fraudster's Paradise? And much more!

You can follow our host, Anupriya Nair on her social media: Twitter & LinkedIn.

Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Google Podcasts.

See omnystudio.com/listener for privacy information.

Let's chant! Heute geht es darum aktiv deine Stimme zu benutzen. Wir chanten gemeinsam den Laut "OM" oder auch "AUM" und ich gebe dir ein paar ganz einfache Mittel und Methoden um diese meditative Stimmaktivierung noch besser und erfüllender zu gestalten. Geeignet für Alle mit Stimme!

xoxo
Friederike

... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

Connect with us:
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friederike@thesoundofyou.me

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Let's chat about your dreams, goals and challenges:
Voice Activation Coaching with me is a unique experience of deep inner healing and in combination with voice and sound exercises. Daily practices and option to receive guidance via Telegram.
Sound Channeling for the Song of your Soul or Soul Sound Guidance!

Blessings and always keep singing!
Friederike

.....................

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Signé Pierre Minassian

Une petite cinquantaine, Pierre Minassian, air vif et toujours juvénile, est aujourd'hui l'un des grands noms de l'architecture (il a créé son agence AUM, à Lyon en 1999 seulement). S'attelant à ses débuts à la construction de maisons contemporaines ce qui n'était pas le plus couru à l'époque pour faire carrière, il impose très vite une vision très personnelle, moderne, et pose les fondements de ce qu'il appelle une architecture « vraie » : c'est-à-dire une « vraie » réponse aux problématiques d'un lieu. 

La signature Minassian est sans conteste une construction qui a cette qualité rare de se fondre parfaitement dans le paysage. Pierre Minassian s'attache particulièrement au respect du site et ne peut concevoir un projet sans étudier minutieusement la topographie et l'implantation. La patte Minassian est aussi liée à l'utilisation de matériaux bruts utilisés pour ce qu'ils sont. Pierre Minassian évoque singulièrement l'importance de la sensation du matériau et l'harmonie de la composition, la fluidité de l'ensemble. Il aime les projets qui ne sont pas forcément de grandes tailles mais qui ont une vertu architecturale. Il nourrit d'ailleurs une vision très ambitieuse de l'architecture à laquelle il prête un sens philosophique. L'âme, l'esprit du lieu sont très importants pour lui dans la conception du projet, un certain onirisme aussi. 

Diplômé en architecture et urbanisme (Lyon et Liverpool), fils d'architecte et issu du côté de sa mère d'exploitants forestiers, il s'inspire énormément des formes de la nature. On retrouve ces parti-pris dans des projets hors du commun : une maison sur un rocher, sur un lac (réalisée en 2011 et aujourd'hui classée Monument remarquable). 

Cela ne l'effraye pas mais l'enthousiasme plutôt davantage et on vient le chercher pour cela.

Un livre retrace déjà son parcours ...

LIVRE Pierre Minassian Dominique amouroux - AUM Pierre Minassian

Bonne écoute !

VERBATIM

J'aime que l'architecture soit une réponse, une réponse à ce qu'il se passe sur un site.

 Le point de départ de tout travail d'architecte, c'est la vision du site avant de poser le trait..

Nous sommes dans des métiers très techniques et la topographie doit être parfaitement maîtrisée

Je me suis formé aux outils de l'ingénierie. On ne peut pas dessiner si on ne maîtrise pas cet aspect.

On utilise des matériaux bruts qu'on essaye de ne pas transformer. On essaye de flatter le matériau par l'architecture. Dans un bâtiment, je veux une simplicité de lecture. Il doit y avoir une élégance du matériau qui est mise en œuvre. Cela est possible avec la sensation des matériaux.

La construction d'une maison est beaucoup plus difficile qu'un bâtiment industriel. Pour moi le sujet le plus difficile en architecture est la maison. 

Le béton est le meilleur matériau d'expression architecturale et sculpturale.

EPISODE SUMMARY: 

DJ Windle of Windle Wealth has grown his firm to over $150M in AUM with little marketing. His firm currently brings in between $4.8M in new AUM per month. His secret? Building sustainable relationships with clients that last for generations. In this episode, DJ Windle shares with us how his focus on the client has led to lasting success for 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/podcasts
 

STAY CONNECTED: 

Instagram ► https://www.instagram.com/altruistcorp/  

Twitter ► https://twitter.com/altruist  

Linkedin ► https://www.linkedin.com/company/altruistcorp/  

RESOURCES IN EPISODE: 

Altruist

For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.  

ABOUT THE ADVISOR JOURNEY: 

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, 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/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2023 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

This testimonial was given by a current client or investor. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from advisors and on assets in accounts. As of the date of this testimonial, the promoting advisor received compensation or other benefits from Altruist through their participation in one or more of Altruist’s programs, which created a conflict of interest on the promoters part and may have influenced the view(s) expressed. For details on compensation, benefits, and conflicts of interest, see altruist.com/RIA-testimonial. For more about the promoter’s conflicts of interest, see their advisory program brochures, available at https://adviserinfo.sec.gov/. This testimonial may not represent the experience of others and it is not a guarantee of results.

ABOUT THE ADVISOR JOURNEY: 

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, 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/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Thank you for tuning in to Dawn of an Era of Well-Being: The Podcast—now in our third season! 

In this exciting new season we will turn our attention to focus on the world’s religions and observe how religious traditions— and their diverse perspectives— can share an active role in bringing us together with common purpose. Too often in the past, religion has been used as a wedge, pitting us against one another; in the era of “Well-Being” we will see how various spiritual practices can also have the opposite effect of uniting us in harmony. In this fashion, it may well be that the ancient wisdom traditions will be at center of the paradigm shift which ushers in a new era! 

It has been argued, with good evidence, that Hinduism is the oldest ongoing spiritual tradition on this planet. Its distant and nebulous origins can be traced with some authority to the pre-Vedic period of the Indus Valley civilization, which takes it back to before 1750 BCE—though it probably goes back much farther, perhaps into what we consider “prehistoric” times. As the world’s third largest faith with close to one-and-a-half-billion practitioners, Hinduism is a significant force in world affairs both in current events and throughout history— Siddhartha Gautama was believed to have been an observant Hindu prior to assuming the role of The Buddha. 

In order to delve deeper into the fascinating and complex essence of Hinduism, we are honored to have joining us the renowned spiritual leader and motivational speaker, Sadhvi Bhagawati Saraswatiji, better known as Sadhviji. Originally from Los Angeles, Sadhviji is a graduate of Stanford University and holds a PhD in psychology. She has lived on the banks of the sacred Ganga river in the lap of the Himalayas for more than twenty-five years, the entire time engaged in spiritual service, wisdom teaching, sacred action, and deep spiritual practice. 

Sadhviji is currently based in Rishikesh, India. She is the author of the bestselling memoir, Hollywood to the Himalayas: A Journey of Healing and Transformation, which recounts the joys and challenges that she faced during her journey to enlightenment, and those who helped her on the way.  Now one of the preeminent female spiritual teachers in the world, Sadhviji serves as the Secretary-General of the Global Interfaith WASH Alliance, an international interfaith organization dedicated to clean water, sanitation, and hygiene; President of Divine Shakti Foundation, a foundation that runs free schools, vocational training programs, and empowerment programs; and Director of the world-famous International Yoga Festival at Parmarth Niketan Ashram, Rishikesh—which has been covered in prestigious international publications and has been addressed by both the Prime Minister and Vice President of India.

https://sadhviji.org/

Kristina Turner is really putting Montgomery on the map when it comes to design and creativity! With over a decade of experience working for in-house agencies around Alabama, her focus on rethinking legacy brands, overseeing digital experiences, and delivering award-winning visual storytelling means she’s definitely someone we need to keep an eye on.

We talked a lot about her work as senior director of marketing and storytelling at Jeremiah Program, as well as her involvement as regional director for district seven of the American Advertising Federation. Of course, we both had to share our experiences about growing up between Selma and Montgomery, volunteering for national professional organizations, and she spoke about what keeps her in Montgomery and what that affords her as a creative. Kristina is really representing for the South, and I’m excited to see what else she’ll do in the future!

Links

• Kristina Turner’s Website
• Kristina Turner on Instagram
• Kristina Turner on Twitter

For a full transcript of this interview, visit revisionpath.com.

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Click or tap here to make either a one-time or monthly donation to help keep Revision Path running strong.

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Revision Path is brought to you by Lunch, a multidisciplinary creative studio in Atlanta, GA.

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Brevity & Wit — creative excellence without the grind.

This is an important aspect of the business for growth because knowing how to spend effectively will help maximize those returns. To help you get a better grasp on the numbers, we’re going to take you through our process and how we make calculations in this episode. We’ll share our expectations for marketing, how much we’re growing, and what we’re trying to bring on as far as assets. 

We want this episode to give you a better sense of what others are doing but also help you create your own realistic expectations for ROI moving forward. 

Featured Quote:

"As for the advisors out there that are doing dinner seminars or educational workshops or webinars, you need to write down your numbers, look at what you're spending, look at what your return on investment is, look at what the expectations need to be. And then don't keep jumping ship trying to find a silver bullet." - Mastermind Advisor Marketing

Here is some of what we’ll cover in this episode:

• You have to set expectations for what you’ll get out of your marketing. (3:12)
• Let’s dig into our spending numbers. (6:28)
• Let’s look at a different scenario for advisors. (16:49)
• Here’s the shocking factor on bringing on clients. (22:30)
• Keep track of your numbers to improve. (27:27 )
• Why do we share this marketing program? (31:53)

If you  want to watch this episode, check out our YouTube channel for the video: https://www.youtube.com/@MasterMindAdvisor 

Resources:

Mastermind Advisor Website: https://mastermindadvisor.com/  

EPISODE SUMMARY: 

James Conole of Root Financial has built a successful practice by building a prominent online presence. His YouTube videos have amassed over 260,000 views with over 32.5K subscribers. In the episode, James will talk to us about how he built his YouTube channel, how it has contributed to his growth, and how you can do the same! 

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/podcasts

STAY CONNECTED: 

Instagram ► https://www.instagram.com/altruistcorp/  

Twitter ► https://twitter.com/altruist  

Linkedin ► https://www.linkedin.com/company/altruistcorp/  

RESOURCES IN EPISODE: 

Altruist

For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.  

ABOUT THE ADVISOR JOURNEY: 

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, 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: 

The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory 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/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying are provided by Altruist Financial LLC. © 2023 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

ABOUT THE ADVISOR JOURNEY: 

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, 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/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Sallie Krawcheck is the CEO of Ellevest, a women’s-focused investment platform she launched in 2016. The company has over $1.5 billion in assets under management with a goal to close the gender investing gap in the U.S. by “redefining investing for women.”

Prior to launching Ellevest, Sallie had a successful career on Wall Street, serving as the CEO of Smith Barney, Merrill Lynch, and Sanford C. Bernstein. She also worked at Citi, first as the bank’s CFO and then as its head of wealth management, a role she held until the 2008 financial crisis.

She’s been called the “most powerful woman on Wall Street” as well as the “Last Honest Analyst” by Forbes Magazine.

*

The Founder Hour is brought to you by Outer. Outer makes the world’s most beautiful, comfortable, innovative, and high-quality outdoor furniture - ALL from sustainable materials - and is the ONLY outdoor furniture with a patented built-in cover to make protecting it effortless. From teak chairs to fire pit tables, everything Outer makes has the look and feel of what you’d expect at a 5-star resort, for less than you’d pay at a big box store for something that won’t last.

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Yohance Harrison, CEO of Money Script Wealth Management, has built a successful firm with over 300 households. Over 2/3 of his current book of business can be traced back to just one person. In this episode, Yohance will teach us the fundamentals of building a referrable practice  and how to create an automated system that will keep clients engaged and eager to refer their associates to you.

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/  

RESOURCES IN EPISODE: 

Altruist

ADDITIONAL EPISODE RESOURCES: 

A proven method for gaining more client referrals for your firm 

9 game-changing black advisors share how they grew their firm

Intentional financial planning: a guide to serving your niche

What nine advisors wished they knew before starting an RIA

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 podcasts.  

ABOUT THE ADVISOR JOURNEY: 

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, 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: 

The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation. © 2022 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

ABOUT THE ADVISOR JOURNEY: 

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, 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/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Last week on The Secret Sits, we had begun exploring the Aum Supreme Truth cult which based its roots in Japan.  The group has built a virtual army and its leader Asahara has ordered the production of 70 tons of a toxic gas; this would be enough to kill every living thing on planet Earth, and that is where we find ourselves while we pick up our story today.

We are looking for hometown True Crime stories for future episodes.  Please send your stories to us at: TheSecretSitsPodcast@gmail.com

Follow us on our social media at:
https://drum.io/thesecretsits

https://www.youtube.com/channel/UCwnfvpNBYTo9BP1sVuFsfGQ
TheSecretSitsPodcast (@secretsitspod) / Twitter
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Support the show
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#Japan #Tokyo #Meditation #Buddha #MtFuji #Aum #Yoga #FBI #TakeshitaStreet #ShokoAsahara #Asahara #History #AumSupremeTruth #aumshinrikyo #Harajuku #Travel #Mainichi #TsutsumiSakamoto #Kyoto #Australia 

Chizuo Matsumoto wanted to get everything out of life that he did not have as a poor child growing up in Japan.  He would change his name to Shoko Asahara, and he would become the leader for one of the most powerful cults in the world.  This terrorist cult would perpetrate one of the largest domestic terrorist attacks in Japan's history.

We are looking for hometown True Crime stories for future episodes.  Please send your stories to us at: TheSecretSitsPodcast@gmail.com

Follow us on our social media at:
https://drum.io/thesecretsits

https://www.youtube.com/channel/UCwnfvpNBYTo9BP1sVuFsfGQ
TheSecretSitsPodcast (@secretsitspod) / Twitter
https://www.instagram.com/thesecretsitspodcast/
https://www.facebook.com/TheSecretSitsPodcast
https://www.tiktok.com/@thesecretsitspodcast?lang=en

Support the show
https://www.buymeacoffee.com/TheSecretSits

#Japan #Tokyo #Meditation #Buddha #Cult #Aum #Yoga #TwilightZone #Armageddon #ShokoAsahara #Asahara #DalaiLama #AumSupremeTruth #aumshinrikyo #Shiva #Nostradamus #Mainichi #TsutsumiSakamoto #Kyoto #Sarin

Neal Epstein explains how comparatively strong credit performance and returns draw asset managers to private credit despite high borrower leverage. Warren Kornfeld and Clay Montgomery cover the growing role of non-banks, including BDCs, in the space.

Guests: Neal Epstein, Vice President – Senior Credit Officer, Funds & Asset Management, Moody’s Investors Service; Warren Kornfeld, Senior Vice President, Banking, Moody’s Investors Service, and Clay Montgomery, Vice President, Senior Analyst, Banking, Moody’s Investors Service

Hosts: Danielle Reed, Vice President – Senior Research Writer, Moody’s Investors Service and Michael Porta, Vice President – Senior Research Writer, Moody’s Investors Service

Related content on Moodys.com (some content only available to registered users or subscribers):

• Financial Stability – US: Private credit’s expansion fuels asset managers' AUM growth
• Financial Stability – US: As banks cede share of corporate lending to non-banks, leverage and risk rise
• Financial Stability – US Business Development Companies: BDCs' profitability will benefit from higher interest rates; asset risk will also increase

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: 6:18-7:44

Which automation tools can help you scale your business: 7:45-10:52

How pursuing referrals can help you launch your RIA: 11:53-13:55

Working with a consultant and how often should you do a tech stack audit: 13:56-16:41

The process of onboarding your clients and the conversation that closes the deal: 16:42-23:01

The cost of becoming operationally excellent: 23:15-24:02

RESOURCES IN EPISODE: 

Zenith Wealth 

Level Best

RightCaptial 

Wealthbox

Hubly 

ADDITIONAL EPISODE RESOURCES 

The tech-enabled advisor

Building an RIA that scales 

Here’s how to become a digital-first firm to provide the best experience for 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 podcasts.  

ABOUT THE ADVISOR JOURNEY: 

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, 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: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. All Copyright 2022 Altruist Corp.

ABOUT THE ADVISOR JOURNEY: 

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, 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: 

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Listen and explore:

• How Alasdair found Ayahuasca (or how Ayahuasca found him)
• "The eye of the storm" Alasdair was in when he went on his first ayahuasca retreat in Peru
• The grueling cleansing process Alasdair underwent in preparation for ayahuasca
• What it was like to drink Ayahuasca
• Why it's been one of the most significant experiences of Alasdair's life
• How he feels about taking ayahuasca again after almost six years

Mentioned on this episode:

• FAR OUT #33: Going through life's thresholds with Danny van Leeuwen
• Vipassana
• Etnikas Ayahuasca Retreats - where Alasdair took his ayahuasca retreat in Peru
• Sacred Travel Peru w/ Joey Greenstone (also recommended by Alasdair)

Connect with us:

• Email us at host@thefaroutpodcast.com
• On Instagram: @thefaroutcouple
• Julie-Roxane on Instagram: @julieroxane
• Alasdair @ www.alasdairplambeck.com

Support this podcast:

• Become a patron at: https://www.patreon.com/thefaroutcouple
• Leave a review on iTunes!
• Share this episode with a friend! :D

Credits:

• Intro music: "Complicate ya" by Otis McDonald
• Outro music: "Running with wise fools" written & performed by Krackatoa (www.krackatoa.com)

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Connecting Dots is a production of Fixed Cost Financial, the home of fixed cost investing. All rights reserved.  Re-broadcast or distribution prohibited without express written authorization. Connecting dots is for educational use only.  Investment Performance Is Not Guaranteed. Past performance is not indicative of future results. This broadcast does not take into account your particular investment objectives, financial situation or needs.  Nothing should be construed as an individual recommendation. Always read and all applicable information carefully before making an investment decision. Investments are not bank guaranteed, not FDIC insured. and may lose value. Due to our extensive holdings and that of our clients, you should assume that we have a position in all companies discussed and thus a conflict of interest should be assumed.