Disrupting Giants With Guest Jason Wenk
The Perfect RIA
00:00
How to Talk to an Advisor About Moving Money
Jason Johnson: We all run into the same thing. Wherever I'm at, no matter how painful feels more comfortable than moving. He says Altruist makes it easy for clients to move money from an old 401K plan or another advisor. "It's a delightful experience of like ownership where you don't have to go to service centers and do anything," he says.
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Transcript
