The Advisor Journey
The Advisor Journey
Altruist
The Long Game: Jason Wenk on Markets, Margin, and Building Durable Advisory Businesses
45 minutes Posted Jan 28, 2026 at 6:00 pm.
0:00
45:54
Download MP3
Show notes
Jason Wenk, Founder and CEO of Altruist, joins the show for a wide-ranging conversation about what advisors should be paying attention to next and what many have overlooked during an unusually forgiving market cycle. Jason reflects on the state of the advisory industry after years of strong markets, demographic tailwinds, and easy growth. He breaks down why high margins can be misleading, how some firms are more fragile than they appear, and what happens when the music eventually slows. Jason...