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John from Altruist

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jscianna View Drop Down
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    Posted: Aug/31/2019 at 11:13am
Hello,

I'm not an advisor so not sure I'm allowed, but have been in the industry for over 3 years now as a designer and marketer. I thought it'd be great to interact with more advisors to get to know the industry more intimately and possibly get feedback on our product designs and messages (not a salesperson, promise).

If that's kosher, here's a little about me:

  • Started in the financial industry as a graphic designer at a TAMP called FormulaFolios
  • Moved into a creative director role and managed a team helping advisors with their brands and marketing
  • Followed our CEO to his new venture at Altruist as the Head of Design

It's been an interesting ride, looking forward to getting to know y'all.
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In first
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What is Altruist?
I come in peace. I didn’t bring artillery. But I’m pleading with you, with tears in my eyes: If you fuck with me, I’ll kill you all. - General James Mattis

Fiduciary as Fuck - iMo
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A commission-free digital investment platform for advisors. You can check us out at altruist.com. We'll be at XYPN Live and Wealth/Stack giving demos (I'll be at the XYPN booth).
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Originally posted by jscianna jscianna wrote:

A commission-free digital investment platform for advisors. You can check us out at altruist.com. We'll be at XYPN Live and Wealth/Stack giving demos (I'll be at the XYPN booth).

Will that booth be anywhere near the Michael Kitces wings eating contest or FPA Smugfest booth
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Post Options Post Options   Thanks (0) Thanks(0)   Quote jscianna Quote  Post ReplyReply Direct Link To This Post Posted: Aug/31/2019 at 1:23pm
Originally posted by Nathan Explosion Nathan Explosion wrote:

Originally posted by jscianna jscianna wrote:

A commission-free digital investment platform for advisors. You can check us out at altruist.com. We'll be at XYPN Live and Wealth/Stack giving demos (I'll be at the XYPN booth).

Will that booth be anywhere near the Michael Kitces wings eating contest or FPA Smugfest booth

Confused


Edited by jscianna - Aug/31/2019 at 4:04pm
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Post Options Post Options   Thanks (0) Thanks(0)   Quote bc2051 Quote  Post ReplyReply Direct Link To This Post Posted: Aug/31/2019 at 1:24pm
Jason Wenk is the CEO. Why does that name sound familiar?
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Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Aug/31/2019 at 2:13pm
wait, jason wenk is joining this forum again?
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Do you have to be gay to join the XY Planning Network? Or is it just strongly encouraged?
Good luck and good selling.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote jscianna Quote  Post ReplyReply Direct Link To This Post Posted: Aug/31/2019 at 3:33pm
Originally posted by missionshooter missionshooter wrote:

wait, jason wenk is joining this forum again?

Didn't know he was a member. But no. He's our CEO.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote jscianna Quote  Post ReplyReply Direct Link To This Post Posted: Aug/31/2019 at 3:34pm
Originally posted by bc2051 bc2051 wrote:

Jason Wenk is the CEO. Why does that name sound familiar?

He's an advisor and has been in the industry for quite some time, sounds like he might've been around here at some point. Or maybe you were targeted with one of our ads.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote B24 Quote  Post ReplyReply Direct Link To This Post Posted: Aug/31/2019 at 4:02pm
Originally posted by ClarenceBeeks ClarenceBeeks wrote:

Do you have to be gay to join the XY Planning Network? Or is it just strongly encouraged?


??
"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16

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Post Options Post Options   Thanks (0) Thanks(0)   Quote ClarenceBeeks Quote  Post ReplyReply Direct Link To This Post Posted: Aug/31/2019 at 4:16pm
Originally posted by B24 B24 wrote:

Originally posted by ClarenceBeeks ClarenceBeeks wrote:

Do you have to be gay to join the XY Planning Network? Or is it just strongly encouraged?


??


Kitces’ pinkie ring .... sayin’.
Good luck and good selling.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Moraen Quote  Post ReplyReply Direct Link To This Post Posted: Aug/31/2019 at 4:18pm
Originally posted by ClarenceBeeks ClarenceBeeks wrote:

Originally posted by B24 B24 wrote:

Originally posted by ClarenceBeeks ClarenceBeeks wrote:

Do you have to be gay to join the XY Planning Network? Or is it just strongly encouraged?


??


Kitces’ pinkie ring .... sayin’.


I'm not sure you have looked at the staff page for the XY Planning Network.
I come in peace. I didn’t bring artillery. But I’m pleading with you, with tears in my eyes: If you fuck with me, I’ll kill you all. - General James Mattis

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Post Options Post Options   Thanks (0) Thanks(0)   Quote B24 Quote  Post ReplyReply Direct Link To This Post Posted: Aug/31/2019 at 5:02pm
Originally posted by ClarenceBeeks ClarenceBeeks wrote:

Originally posted by B24 B24 wrote:

Originally posted by ClarenceBeeks ClarenceBeeks wrote:

Do you have to be gay to join the XY Planning Network? Or is it just strongly encouraged?


??


Kitces’ pinkie ring .... sayin’.


He's married with kids.
"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16

"Jags/Vikes Super Bowl. Write it down" - Sportsfreak 01/19/18
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Nathan Explosion Quote  Post ReplyReply Direct Link To This Post Posted: Aug/31/2019 at 5:36pm
Originally posted by B24 B24 wrote:

Originally posted by ClarenceBeeks ClarenceBeeks wrote:

Originally posted by B24 B24 wrote:

Originally posted by ClarenceBeeks ClarenceBeeks wrote:

Do you have to be gay to join the XY Planning Network? Or is it just strongly encouraged?


??


Kitces’ pinkie ring .... sayin’.


He's married with kids.

So was Vito Spatafore
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Post Options Post Options   Thanks (0) Thanks(0)   Quote bc2051 Quote  Post ReplyReply Direct Link To This Post Posted: Aug/31/2019 at 5:53pm
Originally posted by Moraen Moraen wrote:

Originally posted by ClarenceBeeks ClarenceBeeks wrote:

Originally posted by B24 B24 wrote:

Originally posted by ClarenceBeeks ClarenceBeeks wrote:

Do you have to be gay to join the XY Planning Network? Or is it just strongly encouraged?


??


Kitces’ pinkie ring .... sayin’.


I'm not sure you have looked at the staff page for the XY Planning Network.


Above average looking group imo
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Sep/01/2019 at 11:31am
Originally posted by Nathan Explosion Nathan Explosion wrote:

Originally posted by B24 B24 wrote:

Originally posted by ClarenceBeeks ClarenceBeeks wrote:

Originally posted by B24 B24 wrote:

Originally posted by ClarenceBeeks ClarenceBeeks wrote:

Do you have to be gay to join the XY Planning Network? Or is it just strongly encouraged?


??


Kitces’ pinkie ring .... sayin’.


He's married with kids.

So was Vito Spatafore
I've met Michael plenty of times. I think you guys would actually like him if you met him.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote TheStupidInvestor Quote  Post ReplyReply Direct Link To This Post Posted: Sep/01/2019 at 10:56pm
bring altruist to Canada please!
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Post Options Post Options   Thanks (0) Thanks(0)   Quote helado Quote  Post ReplyReply Direct Link To This Post Posted: Sep/02/2019 at 12:20am
And take the founder with you!
My posts are for abrasive entertainment only. Nothing posted is investment, legal, tax or any type of advice, nor is anything mentioned true or even based on real events. Posts are complete fiction.
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