Applying Data Science And Techniques with Systems

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About the experts

Jason Wenk, Founder and CEO of Altruist built two multi-billion-dollar RIAs and has coached hundreds of emerging advisors to success.


He knows first hand the challenges of getting to that first $100m. Jason and industry-veteran Pete Dorsey, who’s seen it all in his two decades at TD Ameritrade and Fidelity, share their insights. Listen in to an intimate conversation on how to scale to $100m, fast and with intention.

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