The Long Game: Jason Wenk on Markets, Margin, and Building Durable Advisory Businesses
Wed Jan 28 2026
Jason Wenk, Founder and CEO of Altruist, joins the show for a wide-ranging conversation about what advisors should be paying attention to next and what many have overlooked during an unusually forgiving market cycle.
Jason reflects on the state of the advisory industry after years of strong markets, demographic tailwinds, and easy growth. He breaks down why high margins can be misleading, how some firms are more fragile than they appear, and what happens when the music eventually slows.
Jason also shares how his own leadership approach has evolved, why sustainability matters more in this phase, and how advisors can prepare their businesses to endure beyond the next market cycle. This episode is a candid look at what it really takes to build something durable.
ABOUT ALTRUIST:
We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs.
Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us
STAY CONNECTED:
Instagram ► https://www.instagram.com/altruistcorp/
Twitter ► https://x.com/altruist
Linkedin ► https://www.linkedin.com/company/altruistcorp/
ABOUT THE ADVISOR JOURNEY:
Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
Disclaimer:
Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...
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Jason Wenk, Founder and CEO of Altruist, joins the show for a wide-ranging conversation about what advisors should be paying attention to next and what many have overlooked during an unusually forgiving market cycle. Jason reflects on the state of the advisory industry after years of strong markets, demographic tailwinds, and easy growth. He breaks down why high margins can be misleading, how some firms are more fragile than they appear, and what happens when the music eventually slows. Jason also shares how his own leadership approach has evolved, why sustainability matters more in this phase, and how advisors can prepare their businesses to endure beyond the next market cycle. This episode is a candid look at what it really takes to build something durable. ABOUT ALTRUIST: We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...