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How to Build a $1B RIA Quickly with Jason Wenk, Altruist CEO

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Manage episode 512099809 series 3219348
Content provided by Jay Coulter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jay Coulter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

AI and Advisor Growth with Jason Wenk

At Future Proof last month Jason said 'If I were in private practice I believe I could build a billion dollar private practice in 3 years without any employees.' That is a statement we need to break down!

Join us for a conversation on The Resilient Advisor Podcast as we also discuss exactly how technology and AI can help financial advisors scale faster than ever before.

In this episode, you'll also learn:

  • How Altruist achieved 300% growth with fewer employees through AI
  • The next evolution of AI in wealth management (beyond simple task lists)
  • How a Client Relationship Assistant provides advisor scale
  • The Hazel opportunity for advisors
  • Why focus is the ultimate success formula for advisors
  • Why custodians are the ultimate system of record for RIAs
  • Why Direct Indexing is important and where it fits in your practice

Learn More:

Sponsored by The Titleist Advisor Network. Learn how Titleist can help you become a high-growth independent business owner. Private Equity free since 2003. https://na2.hubs.ly/y0_81V0

#YourBusinessYourWay

The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC ("TAM") is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM's disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.

Visit tamgmt.com to learn more.

  continue reading

269 episodes

Artwork
iconShare
 
Manage episode 512099809 series 3219348
Content provided by Jay Coulter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jay Coulter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

AI and Advisor Growth with Jason Wenk

At Future Proof last month Jason said 'If I were in private practice I believe I could build a billion dollar private practice in 3 years without any employees.' That is a statement we need to break down!

Join us for a conversation on The Resilient Advisor Podcast as we also discuss exactly how technology and AI can help financial advisors scale faster than ever before.

In this episode, you'll also learn:

  • How Altruist achieved 300% growth with fewer employees through AI
  • The next evolution of AI in wealth management (beyond simple task lists)
  • How a Client Relationship Assistant provides advisor scale
  • The Hazel opportunity for advisors
  • Why focus is the ultimate success formula for advisors
  • Why custodians are the ultimate system of record for RIAs
  • Why Direct Indexing is important and where it fits in your practice

Learn More:

Sponsored by The Titleist Advisor Network. Learn how Titleist can help you become a high-growth independent business owner. Private Equity free since 2003. https://na2.hubs.ly/y0_81V0

#YourBusinessYourWay

The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC ("TAM") is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM's disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.

Visit tamgmt.com to learn more.

  continue reading

269 episodes

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