This episode takes you inside the real shift that changed Thomas’s entire career. 

After years inside legacy firms that prioritized sales over service, Thomas talks openly about what happened when he moved to Altruist and finally felt free to work in a way that matched his values. He shares the moment a long-time client noticed the change in him, how independent custodial support unlocked authentic advisory work, and why organic growth becomes possible when your platform is aligned with your purpose. 

You will also hear how AI, advisor independence, and the future of custodial technology may reshape the entire wealth management landscape.

What you can expect:

• How custodial alignment impacts authenticity
• Why organic growth is tied to trust, not tactics
• The role AI will play in the next era of advisory work
• Why content and podcasting change organic visibility
• And more!

Resources:

• Behind The Curtain Finance on YouTube
• Building the Future of Advice with Jason Wenk (Ep. 11)

Connect with Thomas Manetta: 

• (415) 640-2121
• LinkedIn: Thomas Manetta
• Manetta Wealth 
• thomas@manettawealth.com