Altruist Academy | Los Angeles

It should be easy to do financial advice the right way. Join Altruist for 3 days to learn how you can drive better client outcomes at scale. These sessions will dig into enhancing your client experience, how to create better client outcomes, and how to scale your business. Hear from the Altruist team, industry-leading advisors, and experts to gain a clear understanding of how you can build the practice you envision.

Registration is available exclusively for financial advisors. All registrations are subject to review.

Altruist and our affiliates did not request or pay for this testimonial, but we do earn revenue 
from financial advisors who use our platform. This customer review may not represent the experience 
of others and it isn’t a guarantee of results, but we’d love the opportunity to show you firsthand.

March 11

Registration Check In

2:30 pm - 3:00 pm 

Keynote with Jason Wenk

3:00 pm - 4:00 pm

Altruist Power Insights

4:00 pm - 5:00 pm

Welcome Reception

5:00 pm - 7:00 pm

March 12

Breakfast & Networking 

7:00 am - 8:00 am 

Opening Remarks

8:00 am - 8:15 am 

Expert Sessions

8:15 - 12:00 pm 

Take Your Client Onboarding to the Next Level
Navigating Success: A Comprehensive Guide to a Seamless Transition
Improve Your Clients Lifecycle Journey
Secrets to Surprising & Delighting Clients

Lunch & Networking

12:00 pm - 1:00 pm 

Expert Sessions

1:00 pm - 5:00 pm 

Unlock the Blueprint to a Referable Practice
Secrets from a High Growth Practice
Drive Better Client Outcomes at Scale

Networking Reception at Pins Mechanical Co

6:00 pm - 9:00 pm

March 13 

Breakfast & Networking

7:00 am - 8:00 am

Building a Robust Tech Stack - Streamline Modern Day RIA Operations

8:15 am - 9:15 am

Workshop: Leverage EOS to Systematically Manage & Grow

9:15 am - 12:15 pm 

Event Concludes

12:15 pm 

1 Hotel Nashville

710 Demonbreun Street Nashville, TN 37203

Located in the heart of downtown Nashville, 1 Hotel Nashville is the city's first mission-driven, pet-friendly, sustainable luxury hotel. Altruist Academy has an exclusive block of rooms available for $359 per night (plus taxes & fees).

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. Please see the Subscription Pricing and Fee Schedule on our Legal Page to learn more.

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Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. 

Additionally, your use of this material or the Altruist platform does not guarantee growth or imply success.

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