Discover how Jason Wenk is pioneering AI in wealth management. In this episode, we dive into Hazel, the AI engine powering Altruist, and explore its origin, current impact, and future potential. Subscribe now for insights that could redefine your approach to investing.  Make sure you subscribe to never miss an update.  <a href="https://podcasts.apple.com/us/podcast/the-conquer-risk-podcast/id1469408807" rel="noopener noreferrer" target="_blank">Subscribe in Apple Podcasts</a> <a href="https://open.spotify.com/show/4WWmfvgKteBmCSEXIdnZWz" rel="noopener noreferrer" target="_blank">Subscribe on Spotify</a>  Learn more about Potomac Fund Management: https://potomac.com/  Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-204-20251209<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Discover how Jason Wenk is pioneering AI in wealth management. In this episode, we dive into Hazel, the AI engine powering Altruist, and explore its origin, current impact, and future potential. Subscribe now for insights that could redefine your approach to investing. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac Fund Management: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-204-20251209 Hosted on Acast. See acast.com/privacy for more information.

Discover how Jason Wenk is pioneering AI in wealth management. In this episode, we dive into Hazel, the AI engine powering Altruist, and explore its origin, current impact, and future potential. Subscribe now for insights that could redefine your approach to investing.&nbsp;&nbsp;Make sure you subscribe to never miss an update.&nbsp;&nbsp;<a href="https://podcasts.apple.com/us/podcast/the-conquer-risk-podcast/id1469408807" rel="noopener noreferrer">Subscribe in Apple Podcasts</a>&nbsp;<a href="https://open.spotify.com/show/4WWmfvgKteBmCSEXIdnZWz" rel="noopener noreferrer">Subscribe on Spotify</a>&nbsp;&nbsp;Learn more about Potomac Fund Management: https://potomac.com/&nbsp;&nbsp;Read our blog: https://potomac.com/blog&nbsp;Disclosure: https://potomac.com/disclosures PFM-204-20251209 Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

Jason Wenk: Boosting Advisor Efficiency with AI

Potomac Studios'&nbsp;Conquer Risk Podcast takes an intelligent and irreverent approach to conquer the many challenges advisors face. Join us for our honest, uncensored takes on market trends, operations, marketing, and the business of running an RIA firm. Enjoy the show? Please rate and review.&nbsp; Here are a couple of our favorites: "Great insight and fun format! Keep up the great work, looking forward to the next episode!" – LinkedIn Comment&nbsp;"What a bunch of unprofessional nonsense." – X Comment Check out our YouTube channel:&nbsp;<a href="https://www.youtube.com/@potomacstudios" rel="noopener noreferrer" target="_blank">https://www.youtube.com/@potomacstudios </a> Learn more about Potomac:&nbsp;<a href="https://potomac.com/" rel="noopener noreferrer" target="_blank">https://potomac.com/</a>&nbsp; Read our blog:&nbsp;<a href="https://potomac.com/blog" rel="noopener noreferrer" target="_blank">https://potomac.com/blog</a>&nbsp; Disclosure:&nbsp;<a href="https://potomac.com/disclosures/" rel="noopener noreferrer" target="_blank">https://potomac.com/disclosures/</a><hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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Potomac Studios' Conquer Risk Podcast takes an intelligent and irreverent approach to conquer the many challenges advisors face. Join us for our honest, uncensored takes on market trends, operations, marketing, and the business of running an RIA firm. Enjoy the show? Please rate and review.  Here are a couple of our favorites: "Great insight and fun format! Keep up the great work, looking forward to the next episode!" – LinkedIn Comment  "What a bunch of unprofessional nonsense." – X Comment Check out our YouTube channel: https://www.youtube.com/@potomacstudios Learn more about Potomac: https://potomac.com/  Read our blog: https://potomac.com/blog  Disclosure: https://potomac.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information.

Potomac Studios'&nbsp;Conquer Risk Podcast takes an intelligent and irreverent approach to conquer the many challenges advisors face. Join us for our honest, uncensored takes on market trends, operations, marketing, and the business of running an RIA firm. Enjoy the show? Please rate and review.&nbsp; Here are a couple of our favorites: "Great insight and fun format! Keep up the great work, looking forward to the next episode!" – LinkedIn Comment&nbsp;"What a bunch of unprofessional nonsense." – X Comment Check out our YouTube channel:&nbsp;<a href="https://www.youtube.com/@potomacstudios" rel="noopener noreferrer">https://www.youtube.com/@potomacstudios </a> Learn more about Potomac:&nbsp;<a href="https://potomac.com/" rel="noopener noreferrer">https://potomac.com/</a>&nbsp; Read our blog:&nbsp;<a href="https://potomac.com/blog" rel="noopener noreferrer">https://potomac.com/blog</a>&nbsp; Disclosure:&nbsp;<a href="https://potomac.com/disclosures/" rel="noopener noreferrer">https://potomac.com/disclosures/</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

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Jason Wenk: Boosting Advisor Efficiency with AI

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