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

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