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.

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.

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.&nbsp; &nbsp;

Episode 9: Preparing for the Next Generation of Financial Planning

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We're helping Advisors get out of their own head by providing strategic & tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We're helping Advisors get out of their own head by providing strategic &amp; tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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Episode 9: Preparing for the Next Generation of Financial Planning

Episode 9: Preparing for the Next Generation of Financial Planning

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