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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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DECEMBER 7, 2022

How one client led to over 300 households and AUM with Yohance Harrison

Yohance Harrison, CEO of Money Script Wealth Management, has built a successful firm with over 300 households. Over 2/3 of his current book of business can be traced back to just one person. In this episode, Yohance will teach us the fundamentals of building a referrable practice and how to create an automated system that will keep clients engaged and eager to refer their associates to you.

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