The Advisor Journey
The Advisor Journey
Altruist
Recap: Becoming a Visionary Leader with Bill McNabb
17 minutes Posted Jul 26, 2024 at 4:01 pm.
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In this episode, Dasarte recaps his favorite takeaways from our conversation with the legendary Bill McNabb. 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 e...