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The Model FA

Oct 28, 2019

My guest today is Jason Wenk. Jason is a fintech executive, writer, self-proclaimed math geek, and investment systems developer. He has been working within the financial advise world for over 19 years and has witnessed how underserved the everyday investor is again and again. This motivated Jason to create several successful companies that provide an avenue “to do more good in the world.”  Most recently, he founded Altruist to build a fully-digital brokerage platform with commission-free trading. “Altruist is on a mission to make investing fair for everyone, allowing real people to earn more while paying less.”

In this conversation, we do things a little differently than our past episodes and Jason shares with us the story of who he is and how he has built several successful companies, all while flying under the radar in the finance network.  We discuss how the old way of doing business is coming to an end, and that Jason can see a potential for millions of people in need of advice gaining access to quality client care, while keeping it reasonably priced. We talk about the current systems being non accessible to the blue collar worker, and Jason asks the question, “Are you wanting to help people or are you wanting to only help RICH people?”

Looking for more ideas about video blogging for financial advisors? Join the Model FA advisor community, where you will find expert advice on how to launch, grow, scale, and transform your firm.

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