The Playbook Behind the Fastest-Growing RIA in History
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Episode 112: On this week’s episode of Next Mile, I speak with Jason Wenk, Founder and CEO of Altruist. Over the last 20 years, Jason has lived and breathed the financial services industry as a financial advisor, investment systems developer, analyst, and founder.
He shares his journey from humble beginnings to building some of the fastest-growing RIAs. From his early days at Morgan Stanley to pioneering digital marketing for his own RIAs, Jason discusses the innovations that led to the founding of Altruist. He also explores the power of content and why social media platforms are today’s hub for advisor growth.
Key Takeaways
Leverage digital marketing. Blogging and creating videos on social media build authority and trust.
Play the long game. Social media platforms can drive billions in new business. But when they eventually get crowded, differentiation comes from client experience and outcomes, not just marketing tactics.
Know your audience. AI and SEO shifts may impact younger investors, but retirement-age clients still search the old-fashioned way. Tailor your approach to the people you want to reach.
Consistency wins. Whether it’s local seminars, radio shows, or social media content, firms that pick a lane and execute with discipline tend to outpace the rest.
Quotes
“A lot of our fastest-growing advisors are using YouTube as their primary mechanism to be in front of new clients. We have a few who are using social media, so they’re active on X, some are heavy on LinkedIn, and we’re starting to see some who are actually doing decent volume from TikTok.” ~ Jason Wenk
“Our generation is open about how and what we do. We all have an abundance mindset, and we share and love celebrating everybody else’s wins.” ~ Jason Wenk
“In a world where it’ll be nearly impossible to be different and unique based on your content, what you actually deliver will matter a lot more. Driving the best outcomes and the best experience will become a differentiator. ” ~ Jason Wenk
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Kyle Van Pelt