Day one of Altruist Academy San Diego wrapped with a Q&A featuring leaders from across the company. Over the course of an hour, they shared insights on our strategy, product vision, and long-term commitment to helping RIAs grow. Earlier in the afternoon, we also heard from Joe Schmitz Jr. CFP® ChFC® CKA®, Founder & CEO of Peak Retirement Planning, Inc., in a powerful conversation about what it takes to become one of Altruist’s top-growing firms. It was an energizing first day, and now we’re ready to kick back and keep the conversations going at tonight’s reception. Looking forward to an equally impactful day two!
Altruist’s Post
Explore content categories
- Career
- Productivity
- Finance
- Soft Skills & Emotional Intelligence
- Project Management
- Education
- Technology
- Leadership
- Ecommerce
- User Experience
- Recruitment & HR
- Customer Experience
- Real Estate
- Marketing
- Sales
- Retail & Merchandising
- Science
- Supply Chain Management
- Future Of Work
- Consulting
- Writing
- Economics
- Artificial Intelligence
- Employee Experience
- Workplace Trends
- Fundraising
- Networking
- Corporate Social Responsibility
- Negotiation
- Communication
- Engineering
- Hospitality & Tourism
- Business Strategy
- Change Management
- Organizational Culture
- Design
- Innovation
- Event Planning
- Training & Development
Great photo Erik Tena, CFP®