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The Advisor Lab by CION

Mar 30, 2020

In this episode of Advisor Lab, we sit down with Jason Wenk, Founder, and CEO of Altruist, a fully-integrated digital-first brokerage platform for financial advisors.

This episode is a special one - it's our first remote recording and we dive into a number of topics - including how Jason built an RIA empire after leaving Morgan Stanley, how advisors should navigate their marketing in today's environment, and how technology is shaping the future of the advisor world.