Future Proof Your Practice: Learnings from 2020

Summary Already Registered? Click here »

The year 2020 was turbulent for the financial advisory profession. The pandemic, along with industry-shifting mergers, a volatile market, and new technologies, transformed the way advisors managed their practices. In this webinar, we’ll uncover some key lessons from 2020 and how advisors were able to take what they learned from 2020 to future-proof their business.

Join Teddy Levitt, manager of client development at Altruist, as he interviews Alex Chalekian, CEO of Lake Avenue Financial, and industry veteran Pete Dorsey as they discuss what changes are here to stay, what lessons emerged, and how to build a resilient firm for years to come.

What you will learn in this webinar is:

• How 2020 made a permanent impact on the way advisors plan for their clients’ financial futures
• Adopting planning practices learned in 2020 that will help your firm continue to thrive
• Cost-saving measures that are practical, easy to implement and improve the advisory process
• Applying technology to financial planning and to grow your business and be more competitive

Speakers

Alex Chalekian
Founder and CEO
Lake Avenue Financial

He has been dedicated to assisting his clients in working towards their financial goals for over 20 years. Regarded by clients as “thorough” and “innovative,” Alex has served as a financial consultant to many successful professionals, business owners and retirees. Alex received a business management degree from Pepperdine University. He began his career working at a nationally-recognized financial institution and an accounting firm. Alex entered the financial consulting business in 1997, founded Chalekian Wealth Management in 2003, and later founded Lake Avenue Financial in 2014.

Pete Dorsey
Chief Strategy and Revenue Officer
Altruist

Pete recently joined Altruist as the Chief Strategy and Revenue Officer where he leads Altruist’s go-to-market strategy and overall growth of its platform, products, and services. Pete has been in the independent RIA industry since 1999 and has held numerous leadership roles throughout his career, most recently where he was responsible for leading all institutional sales functions including advisor recruitment, practice management consulting, relationship management, and sales strategy for TD Ameritrade Institutional.

Teddy Levitt
Manager of Client Development
Altruist

Teddy has been with Altruist for a little over a year as our Manager of Client Development. Prior to that, his most recent role was as a Vice President, Financial Advisor in the private client group at AllianceBernstein. Before AB, Teddy was a relationship manager for Causeway Capital Management from 2012 - 2017. From 2010 to 2012, Teddy was a financial analyst for the Parks and Resorts division of The Walt Disney Company, focusing primarily on external communications. Teddy has a BA in International Relations from Stanford University and an MBA in Finance from UCLA Anderson School of Management.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.