Episode 112: This week, Kyle Van Pelt talks with Jason Wenk, Founder and CEO of Altruist. Jason has lived and breathed the financial services industry over the last 20 years as a financial advisor, investment systems developer, analyst, and founder.
Jason 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. Jason also explores the power of content and why social media platforms are today's hub for advisor growth.
In this episode:
(00:00) - Intro
(02:44) - Jason's money moment
(05:21) - From intern to industry disruptor: Jason’s path to building two RIAs
(13:56) - Jason's digital marketing playbook
(17:38) - Where attention is won: YouTube, TikTok, referrals, and more
(25:02) - Why offline marketing still crushes in 2025
(28:05) - The pain points that led Jason to create Altruist
(34:12) - How Altruist is using AI to transform advisor workflows
(43:06) - Jason's Milemarker Minute
Key Takeaways