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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 31, 2023

How optimizing YouTube led to $220M in AUM with James Conole

James Conole of Root Financial has built a successful practice by establishing a prominent online presence. His YouTube videos have amassed over 260,000 views with over 32.5K subscribers, helping to result in over $220M in AUM. In the episode, James will talk to us about how he built his YouTube channel, how it has sky-rocketed his growth, and how you can do the same!

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