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Case Study
Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

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Flipping the Script with Tyrone Ross & Jason Wenk

“Absolutely nothing that you’ve been through in your life will be wasted. Nothing. Every pain, every struggle – nothing will be wasted. You have been given those experiences to turn them around and use them beyond yourself.”



In this special edition of The Human Advisor, I sit down with Altruist CEO, Jason Wenk, as host. Hear my story of triumph, broken dreams, emotional struggles, and overcoming life obstacles.

I'll share how to build a successful community, marketing best practices, and how to find your own voice to share in the advisor space.

Learn more about my story on 401.


About The Human Advisor

Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship.

The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

Watch more episodes.

Learn how we can help you grow

Altruist can help you reduce software costs and increase your productivity at the same time. Learn how we do it.

Your guide to building a $100m RIA
These growth strategies will help you scale your practice rapidly.


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