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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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The Road to 100 Million-2
Road to $100 Million
5 strategies to accelerate your growth
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Custodian Buyer's Guide
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RIA Launch Kit
Your guide to going independent
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8-Week Advisor Event Roadmap
Plan and execute client-generating events

MARCH 6, 2024

Building a firm that energizes you with Greg Lessard

Aspen Leaf Wealth Management founder Greg Lessard breaks down his journey in building a client base that aligns with his ESG values. The conversation highlights the importance of serving clients who share your passions and interests and how achieving “founder-market-fit” empowers advisors to be authentic at work — a key component for long-term success and overall happiness in this industry.

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