Do Business. Do Life. — The Financial Advisor Podcast — DBDL 019: Jason Wenk - Traits of a Great Fiduciary, Flywheel Momentum, & Designing a Business Around Your Life
Today, I’m talking with Jason Wenk, who has spent the past 20+ years working to make financial advice better, more affordable, and accessible to everyone.
He has started and scaled many businesses, including FormulaFolios, which managed over $3.2 billion and was named the fastest-growing private company in the country by Inc. magazine 4 years in a row.
Today, he is the founder and CEO of Altruist, which is a modern custodian for independent financial advisors.
In this episode, Jason shares his early journey building businesses in the financial services industry and how he went from unhappy and burnt out to hitting the reset button to pursue a more meaningful life on his terms.
3 of the biggest insights from Jason Wenk…
- The “Core Desires” exercise Jason used to go from an unhappy and burnt out financial advisor, to taking a leap of faith and building a business that serves his life.
- The characteristics of a great fiduciary advisor and how to avoid biases so you can serve your clients at the highest possible level.
- Discover The Flywheel Effect and how you can use it to measure what matters most and build massive momentum for your business.
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