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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 simple approach that led to 28 years as a financial advisor with Chad Castle

Chad Castle of Winnow Wealth joins us to discuss the three-step framework that has served as the foundation of his twenty-eight-year career as a financial advisor. Chad examines how to appeal to an incredible niche and what you can do to ensure lasting success with your clients.

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