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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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OCTOBER 4, 2023

The unexpected tool that led to millions in AUM with Isaac Presley

Isaac Presley of Cordant Wealth has helped to build a successful multi-advisor firm with millions in AUM. A part of their secret? Webinars. In this episode, Isaac chats with Jason and Dasarte to discuss the power of webinars and how you can incorporate them into your marketing funnel today. 

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