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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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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Aug/31/2019 at 11:54am
What is Altruist?
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jscianna View Drop Down
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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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jscianna View Drop Down
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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 Guests 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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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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jscianna View Drop Down
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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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jscianna View Drop Down
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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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B24 View Drop Down
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Originally posted by ClarenceBeeks ClarenceBeeks wrote:

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


??
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ClarenceBeeks View Drop Down
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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 Guests 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.
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B24 View Drop Down
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Points: 28776 		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.
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Points: 43176 		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 Guests 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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Points: 46820 		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.
The true 🤡 was the Biden voter all along.
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Points: 1403 		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 Guests Quote  Post ReplyReply Direct Link To This Post Posted: Sep/02/2019 at 12:20am
And take the founder with you!
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