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:

Jason Wenk on LinkedIn: https://www.linkedin.com/in/jasonwenk
Explore Altruist: https://altruist.com
Learn about Hazel: https://hazel.ai

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.

ADVENTURE Series: Kids Storytime Medley