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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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How creating an educational course led to over $85M in AUM with Wes White

How did Wes White of Patriot Wealth co-build an $85MM firm without asking for anyone’s business? In this episode, Wes breaks down his success model, shares the specifics of how he identifies the right prospects for his firm (and the wrong ones), and uncovers the education-led outreach strategy that led to the rapid growth of his firm.

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