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Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

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MAY 1, 2024

TAJ Live:‬‭ Mastering the Art of Client Relationships‬ ‭

On this live episode of The Advisor Journey, host Dasarte Yarnway is joined by guests Wes White of Patriot Wealth, Alex Newman of Grape Wealth Management, and Jason Ray of Zenith Wealth for a dynamic conversation on the unexpected, powerful ways to reach new levels of client trust.

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