--- title: "The Playbook Behind the Fastest-Growing RIA in History with Jason Wenk" description: "This week, Kyle Van Pelt talks with Jason Wenk, Founder and CEO of Altruist. Jason has lived and breathed the financial services industry over the last 20…" url: https://www.milemarker.co/podcast/the-playbook-behind-the-fastest-growing-ria-in-history-with-jason-wenk updated: 2025-09-30 --- [Now playing](https://www.milemarker.co/podcast) [Podcast**Next Mile**](https://www.milemarker.co/podcast) [Episodes](https://www.milemarker.co/podcast)[Guests](https://www.milemarker.co/podcast/guests) [YouTube](https://www.youtube.com/@milemarkerinc) [Apple](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) Episode 112 · Sep 30, 2025 · 46 min # The Playbook Behind the Fastest-Growing RIA in History with Jason Wenk [**Jason Wenk***Founder & CEO, Altruist*](https://www.milemarker.co/podcast/guests/jason-wenk) [Apple Podcasts ↗](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify ↗](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) ## About this episode This week, Kyle Van Pelt talks with Jason Wenk, Founder and CEO of Altruist. Jason has lived and breathed the financial services industry over the last 20 years as a financial advisor, investment systems developer, analyst, and founder. Jason shares his journey from humble beginnings to building some of the fastest-growing RIAs. From his early days at Morgan Stanley to pioneering digital marketing for his own RIAs, Jason discusses the innovations that led to the founding of Altruist. Jason also explores the power of content and why social media platforms are today's hub for advisor growth. In this episode: - (00:00) - Intro - (02:44) - Jason's money moment - (05:21) - From intern to industry disruptor: Jason’s path to building two RIAs - (13:56) - Jason's digital marketing playbook - (17:38) - Where attention is won: YouTube, TikTok, referrals, and more - (25:02) - Why offline marketing still crushes in 2025 - (28:05) - The pain points that led Jason to create Altruist - (34:12) - How Altruist is using AI to transform advisor workflows - (43:06) - Jason's Milemarker Minute **Key Takeaways** - Leverage digital marketing. Blogging and creating videos on social media build authority and trust. - Play the long game. Social media platforms can drive billions in new business. But when they eventually get crowded, differentiation comes from client experience and outcomes, not just marketing tactics. - Know your audience. AI and SEO shifts may impact younger investors, but retirement-age clients still search the old-fashioned way. Tailor your approach to the people you want to reach. - Consistency wins. Whether it's local seminars, radio shows, or social media content, firms that pick a lane and execute with discipline tend to outpace the rest. **Quotes** "A lot of our fastest-growing advisors are using YouTube as their primary mechanism to be in front of new clients. We have a few who are using social media, so they're active on X, some are heavy on LinkedIn, and we're starting to see some who are actually doing decent volume from TikTok." ~ Jason Wenk "Our generation is open about how and what we do. We all have an abundance mindset, and we share and love celebrating everybody else's wins." ~ Jason Wenk "In a world where it'll be nearly impossible to be different and unique based on your content, what you actually deliver will matter a lot more. Driving the best outcomes and the best experience will become a differentiator. " ~ Jason Wenk **Links** - [Jason Wenk on LinkedIn](https://www.linkedin.com/in/jasonwenk) - [Altruist](https://altruist.com/) - [Morgan Stanley](https://www.morganstanley.com/) - [AI Assistance - Altruist](https://altruist.com/hazel/) - [Elon Musk](https://www.amazon.com/Audible-Elon-Musk/dp/B0BX4S57GM/ref=sr_1_2?dib=eyJ2IjoiMSJ9.uYkeaYkXIVKae3zGi3B0UNBSWosFgWDDduA1QN8y-4VT6sJcG3ge0DYjEOiv6-Q1OuGcHoGK0u6O6cwETrD7ySmjIjxy9YpnkINHrbEVX8LY-OtJzhOadTH-U_dH36Rh3tcF_WJMbhfyghs2B0a1scgNiFsycNm886VCfwYyYLniCUGi-NYfy0NOoLm382ge3I8Kze19C-CEkHL2Iv5cen5oS-KHzRqGiXdoiZ9vDaI.H-oDDwQ3IBx1NsZ-olUiVSD-zAFAnNgga3UsqlPZfnc&dib_tag=se&keywords=elon+musk+biography+book&qid=1756978498&sr=8-2) **Connect with our hosts** - [Milemarker.co](https://www.milemarker.co/) - [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) - [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) **Subscribe and stay in touch** - [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) - [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) - [YouTube](https://www.youtube.com/@milemarkerinc) **Produce game-changing content with Turncast** Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at [Turncast.com](https://www.turncast.com/). ## The write-up ?iv\_load\_policy=3&rel=0&modestbranding=1&playsinline=1&autoplay=0&mute=1” data-thumbnail=“Medium Quality” frameborder=“0” allow=“presentation; fullscreen; accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture”> [Listen to this](https://open.spotify.com/episode/3d6bPNV2T4PafivM9r88Re) [week’s episode.](https://open.spotify.com/episode/3d6bPNV2T4PafivM9r88Re) ## Episode 112 On this week’s episode of Next Mile, I speak with, Founder and CEO of [Altruist](https://www.altruist.com/). Over the last 20 years, Jason has lived and breathed the financial services industry as a financial advisor, investment systems developer, analyst, and founder. He shares his journey from humble beginnings to building some of the fastest-growing RIAs. From his early days at [Morgan Stanley](https://www.morganstanley.com/) to pioneering digital marketing for his own RIAs, Jason discusses the innovations that led to the founding of Altruist. He also explores the power of content and why social media platforms are today’s hub for advisor growth. #### Key Takeaways **Leverage digital marketing.** Blogging and creating videos on social media build authority and trust. **Play the long game.** Social media platforms can drive billions in new business. But when they eventually get crowded, differentiation comes from client experience and outcomes, not just marketing tactics. **Know your audience.** AI and SEO shifts may impact younger investors, but retirement-age clients still search the old-fashioned way. Tailor your approach to the people you want to reach. **Consistency wins.** Whether it’s local seminars, radio shows, or social media content, firms that pick a lane and execute with discipline tend to outpace the rest. #### Quotes > “A lot of our fastest-growing advisors are using YouTube as their primary mechanism to be in front of new clients. We have a few who are using social media, so they’re active on X, some are heavy on LinkedIn, and we’re starting to see some who are actually doing decent volume from TikTok.” > — Jason Wenk > “Our generation is open about how and what we do. We all have an abundance mindset, and we share and love celebrating everybody else’s wins.” > — Jason Wenk > “In a world where it’ll be nearly impossible to be different and unique based on your content, what you actually deliver will matter a lot more. Driving the best outcomes and the best experience will become a differentiator.” > — Jason Wenk #### Links & Resources - [Jason Wenk on LinkedIn](https://www.linkedin.com/in/jasonwenk) - [Altruist](https://www.altruist.com/) - AI Assistance - Altruist #### Connect With Our Hosts - [Milemarker.co](https://www.milemarker.co/) - [Kyle on LinkedIn](https://www.linkedin.com/in/kylevp) - [Jud on LinkedIn](https://www.linkedin.com/in/judbergman) #### Subscribe and Stay in Touch - Apple Podcasts - [Spotify](https://open.spotify.com/show/nextmile) - [YouTube](https://www.youtube.com/@milemarkerinc) If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here for 15 minutes. *— Kyle Van Pelt* [**Jason Wenk***Founder & CEO, Altruist*](https://www.milemarker.co/podcast/guests/jason-wenk) Next Mile Conversations with the people building the next era of wealth management, hosted by Kyle Van Pelt. New episodes every Tuesday. [Get the newsletter →](https://www.milemarker.co/resources/newsletter) [Talk to Milemarker →](https://www.milemarker.co/contact) ## Keep listening Ep. 165 · Oct 6, 2026 · 27 min ### [Scaling with Soul: Growing an Advisory Firm Without Losing What Matters with Grace Balestrieri](https://www.milemarker.co/podcast/scaling-with-soul-growing-an-advisory-firm-without-losing-what-matters-with-grace-balestrieri) Grace Balestrieri, Brighton Jones Ep. 162 · Sep 15, 2026 · 35 min ### [Preparing Your Firm for Its Next Stage of Growth with Brian Fernandez](https://www.milemarker.co/podcast/preparing-your-firm-for-its-next-stage-of-growth-with-brian-fernandez) Brian Fernandez, Krilogy Ep. 155 · Jul 28, 2026 · 32 min ### [How Behavioral Data Creates Better Client Relationships with Julie Littlechild](https://www.milemarker.co/podcast/how-behavioral-data-creates-better-client-relationships-with-julie-littlechild) Julie Littlechild, Absolute Engagement