Jason Wenk on Financial Advisor Trends and Building the Ideal Advisory Firm of the Future

Financial Advisors
Jason Wenk built two RIA firms from the ground up. Both grew to serve tens of thousands of clients and manage multiple billions of dollars.

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OUTLINE
00:00 Intro
01:15 Advisor Trends to Pay Attention to Moving Forward
12:38 What's the Right Service Model / Marketing Strategy
20:56 Client Expectations that Advisors Need to Meet
24:35 Reaching Scale (Growth w/o more involvement)
29:20 How to use Altruist to Grow Faster
43:15 Case Study of a Growing Advisory Firm
45:39 Advice on Growing Your Team and People Management
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This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good.

Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life. We'll also be looking at the typical day in the life of a financial advisor. Some other great financial adviser youtube channels are Michael Kitces, Carl Richards at The Society of Advice, Samantha Russell Twenty Over Ten -Marketing For Financial Advisors, Jumpstart YOUniversity with Dominique Henderson, and The Compound with Josh Brown and Michael Batnick.

Financial Advisors have an important role in removing the burden of finances from their client's shoulders.
And this is the place for them to come and grow as an advisor.
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