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Altruist CEO Jason Wenk on WealthTech, financial planning, advice, and generally improving financial health

The Fintech Blueprint

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Adtec - How Can We Scale This?

We built em our own advisor portal that was ther kind of hub by which they could control things like their marketing against the two prongs that we would elp solve. So part that was education, but we did that almost entirely gidgit all. We essentially built in us a number of direct response campaigns. These are things that an adviser should not be wasting their time trying to do on their own. But if you're working with a network and you get a bit of a network effect, what w essentially we're able to do is was get the advisers to all be part of a large, nation wide, multi million dollar in on line advertising campaign.

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