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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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SEO and specialization for the modern RIA with Jason Wenk

In this episode, inspired by our Twitter community, Jason and Dasarte sit down and address some of the major concerns that advisors face: SEO and specialization. Jason shares his theories around best SEO practices and the importance of specialization for your firm. Dasarte offers advice on how to answer the one question that all advisors are bound to hear. Tune in now for this special episode!

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