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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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MAY 25, 2022

The journey from wirehouse to independent advisor with Mike Policar

Transitioning from a wirehouse to an independent advisor can be challenging. In this episode, Mike Policar of NGP Financial Planning talks with hosts Jason and Dasarte about how to successfully make the transition. He outlines the mistakes, so you can avoid them.

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