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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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Growing through Acquisition: the keys to 99% client retention and high volume referrals

Brandon Graetz joins Jason and Dasarte to discuss how providing top-notch service to acquired clients has helped him build a firm that now grows entirely through referrals. He demonstrates the value of mastering the fundamentals of client service – and the positive impact this has on the economics of an acquisition.

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