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6min chapter
Disrupting Giants With Guest Jason Wenk
The Perfect RIA
How to Learn More About Altruists
Jason: What mantras am I repeating that aren't necessarily true? And then the second one, what are you really paying to be at your current custodian? It's like 70 to 90% cheaper to use AltruS than other platforms and software. So many things are automated because so many things areautomated for labor costs. The other calculus is how much better would my clients be off? That creates more returns for the clients which creates more loyalty.
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