How to create click-worthy content.

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5-step framework to producing stellar content for financial advisors (that leads to results).

About the author

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  • How to engage potential clients.

  • How to create content that converts.

  • How to understand and develop your ideal customer.

Jason Wenk is the Founder and CEO of Altruist, an LA-based fintech company that’s making investing fair for everyone. Altruist was built for modern financial advisors who put their clients first.

Jason also founded FormulaFolio Investments and acted as the CEO and Chief Investment Strategist, overseeing over $3 billion in assets. FormulaFolios was ranked as a fastest-growing company by Inc. 500 five years in a row, reaching as high as #10.



How to create click-worthy content.

5-step framework to producing stellar content for financial advisors (that leads to results).

Altruist Corp (“Altruist”) offers a software engine that helps financial advisors achieve better outcomes. Investment management and advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.

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