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Podcast

Rethink: The Financial Advisor Podcast

Episode 19: Surviving the (Digital) Tsunami With Jason Wenk

You’ve heard of it, the fourth industrial revolution, and from those of us who know how to spot the changing tide, we can state with surety that the digital tsunami is coming.

The question is: How do you survive this tsunami?

Survival is dependent on early warnings, so consider this as your warning.

We can tell you this now: The major changes that are coming to the financial (digital) advisor will be disruptive in ways we’ve never seen before. Here’s your chance to best prepare yourself for this eventuality.

You can find out more in this episode, as Adam and I welcome Jason Wenk, the CEO and founder of Altruist, into the Rethink Tank to discuss the technology revolution and its inevitable impact on the financial advice market.

To summarize, we discuss:

  • The inevitability of a digital revolution in the financial advice industry
  • How to navigate the transfer of wealth to the next generation
  • What it will mean to reinvent and spin up the flywheel, Amazon style.
  • Transparency and putting prices on your website
  • And more

Resources

Connect With Derek Notman:

Connect With Adam Holt:

Connect With Jason Wenk:

About Jason Wenk:

Jason Wenk is a serial entrepreneur, fin-tech executive, writer, math geek, financial advisor (RIA), and investment systems developer. He is the founder of Altruist, the first fully-integrated digital brokerage platform for financial advisors, and FormulaFolios, a quantitative investment research firm.

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