How to Build a $1B RIA Quickly: Jason Wenk’s Playbook for AI-Driven Advisor Growth
- Jay Coulter, CFP®, CIMA®
- Oct 12
- 2 min read
Altruist CEO Jason Wenk reveals how next-generation advisors can scale with technology, independence, and relentless focus.
How to Build a $1B RIA Quickly: The Future of the Billion-Dollar RIA
At the Future Proof conference, Jason Wenk, CEO of Altruist, claimed he knew how to build a $1B RIA quickly—in under three years—with no employees. In this exclusive interview on The Resilient Advisor Podcast, he breaks down exactly how that’s possible and what it means for the next generation of independent financial advisors.
From Administrative Overload to AI Empowerment
Wenk challenges advisors to rethink how they spend their 2,000 annual work hours. His argument: most of that time is consumed by administrative inefficiency. Today’s AI and automation tools can replace up to 80% of back-office tasks, from scheduling to CRM updates to client follow-ups.
“Administrative support as we know it is largely unnecessary,” Wenk says. “AI assistants can listen to meetings, populate CRMs, and automate follow-ups better than humans ever could.”
Turning Conversations Into Content
One of Wenk’s most powerful insights came from his early blogging success: writing about the real questions clients were asking. AI now makes that process exponentially easier.
Advisors can mine transcripts, meeting notes, and CRM data to identify common client concerns—and turn them into niche content that drives qualified leads. “Your clients are already telling you what to talk about,” he says. “AI just helps you listen.”
Marketing Simplified: Do One Thing Exceptionally Well
Wenk advises advisors to stop chasing multiple marketing tactics and instead master one channel—be it YouTube, radio, or educational seminars. “Every high-growth firm I know does one thing better than anyone else,” he says. “Focus creates scale.”
Why Advisors Are Choosing Altruist
As the fastest-growing independent custodian, Altruist is purpose-built for advisors who value independence, innovation, and simplicity. Integrated with Hazel AI, Altruist offers a seamless ecosystem for planning, onboarding, trading, and client experience—without the legacy constraints of traditional custodians.
Advisors ready to build resilient, scalable firms should explore how Titleist Asset Management and the Titleist Advisor Network help them grow through operational excellence, technology, and true ownership.
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