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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 framework that led to more freedom and growth with Justin Castelli

Justin Castelli of RLS Wealth has built a successful practice that many advisors look to for inspiration. While many advisors seek to grow their practice by adding advisors to their firm, Justin has found a different approach that has led to more freedom and growth for his firm. In this episode, Justin talks extensively about his journey back to solopreneurship, how he currently works with clients, and the one decision that brought it all together.

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