Jason Wenk: Boosting Advisor Efficiency with AI

Discover how Jason Wenk is pioneering AI in wealth management. In this episode, we dive into Hazel, the AI engine powering Altruist, and explore its origin, current impact, and future potential. Subscribe now for insights that could redefine your approach to investing.  Make sure you subscribe to never miss an update.  Subscribe in Apple Podcasts Subscribe on Spotify  Learn more about Potomac Fund Management: https://potomac.com/  Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosuresPFM-204-20251209 Hosted on Acast. See acast.com/privacy for more information.

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Jason Wenk: Boosting Advisor Efficiency with AI

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