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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 infrastructure leads to growth for your RIA with Jared Machen

How does business infrastructure contribute to the success of your RIA? Jared Machen went from $14 million to more than $67 million in AUM in two and half years, and he’s a leading financial advisor in Texas. How did he do it? Jared joined forces with another advisor and created a repeatable, efficient infrastructure. Tune in to learn how building the right infrastructure for your firm can lead to exponential growth.

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