AI is already reshaping the way we work—but the most successful firms won’t be the ones that adopt the most tools. They’ll be the ones that adopt them with purpose. On this episode of The FutureProof Advisor, I sit down with Jason Wenk, Founder and CEO of Altruist, to talk about what it really means to modernize through AI—without losing the human connection at the heart of advisory work.
Jason brings decades of experience at the intersection of wealth management and technology, sharing how he’s seen AI evolve from early experiments in algorithmic trading to its current role in everyday advisory operations. We talk through practical examples, like Hazel—Altruist’s AI assistant designed to replicate a first hire’s tasks—and how tools like this are freeing advisors to focus more on empathy, creativity, and trust-building. But Jason makes it clear: none of this works without good data. Firms that ignore data hygiene and operational clarity will fall behind—fast.
As AI becomes more powerful, the advisor’s role will evolve—not disappear. Jason sees a future where firms split: some leaning into AI-first operations, others branding themselves as AI-free. But those who succeed will strike a balance—embracing automation where it enhances the client experience, and doubling down on the distinctly human skills that technology can’t replicate. For firms ready to think strategically about growth, relevance, and scale, this is the conversation to start with.
