Barry speaks with Jason Wenk, founder and CEO of Altruist, a modern custodian for independent financial advisors. They discuss how Jason started the company and his plans to change asset management. Jason also weighs in on the state of RIAs, and AI.
00:00:00 – Masters in Business
00:00:36 – Education and Early Career
00:17:10 – Building Altruist
00:42:57 – Understanding RIA Competition
00:59:06 – Barry’s Lightening Round Questions
——–
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