The Advisor Journey
By Altruist
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Category: Entrepreneurship
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Episodes: 119
Description
Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
| Episode | Date |
|---|---|
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The Long Game: Jason Wenk on Markets, Margin, and Building Durable Advisory Businesses
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Jan 28, 2026 |
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Driving the Business: Emlen Miles Mattingley on Marketing Experiments, Focus, and Finding Your Lane
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Jan 21, 2026 |
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Scaling Through Trust: Yohance Harrison on Referrals, Relationships, and Sustainable Growth
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Jan 08, 2026 |
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Funded Contentment: Brian Portnoy on Money, Meaning, and Better Advice
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Dec 31, 2025 |
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Building Beyond the Founder: Gideon Drucker on Growth, Content, and Creating an Enduring Firm
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Dec 24, 2025 |
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Growth on Your Terms: Aaron Sherman on Independence
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Dec 19, 2025 |
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From $140M to $3B: How Manish Khatta Built Potomac Through Focus, Risk, and Relentless Execution
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Dec 15, 2025 |
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Choosing a Life That Feels Alive: Khe Hy on Clarity, Courage, and Building Work You Believe In
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Dec 11, 2025 |
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Scaling Through Smart Marketing: How Aaron Cirksena Built a High-Growth Virtual Firm
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Dec 03, 2025 |
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Building Tempo: How Tim Farley Launched a $700M Firm Built on Trust and Teamwork
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Nov 29, 2025 |
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Inside Hazel: How Altruist Is Shaping the Future of Advisor Technology
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Nov 26, 2025 |
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Building with Intention: How Danika Waddell Merged Vision, Values, and Growth
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Nov 22, 2025 |
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From Chaos to Clarity: How Cameo Roberson Helps Advisors Build Sustainable Firms
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Nov 19, 2025 |
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When Growth Isn’t Enough: The Turning Point in Shawn Tydlaska’s Journey
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Nov 15, 2025 |
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Money Together: Building Wealth, Partnership, and Purpose with Doug & Heather Boneparth
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Nov 11, 2025 |
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Redefining Wealth: How Ami Shah is Transforming Financial Advice for First-Generation Families
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Oct 29, 2025 |
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Building for the Long Game: Doug & Heather Boneparth on Money, Marriage, and the Future of Advice
|
Oct 15, 2025 |
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How FINNY is Redefining Advisor Growth with AI
|
Oct 08, 2025 |
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From Zero to Future Proof: Nyle Bayer on Building Events, Brands, and Communities
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Sep 03, 2025 |
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Trust Is the New Currency: Torie Happe on Tax Planning That Wins Clients
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Aug 27, 2025 |
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Niching, Authentic Marketing & Lasting Client Relationships with Cathy Curtis
|
Aug 20, 2025 |
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Building a Firm on Your Own Terms: Kevin Thompson’s Journey to Independence
|
Aug 06, 2025 |
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Why Most Advisor Brands Disappoint: Emily Binder Shares 3 Ways to Get it Right
|
Jul 31, 2025 |
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Combining AI and Community Building for Practice Growth with Alex Newman
|
Jul 16, 2025 |
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AI and the Future of Advisor Growth with Will Steiner & Dasarte Yarnway
|
Jul 09, 2025 |
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From $25M to $1.1B: Ari Taublieb on Building Root's Viral Growth Engine
|
Jun 25, 2025 |
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How the Savviest Firms are using AI and Automation with Ben Olsen
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Jun 11, 2025 |
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Scaling to $300M in 3 Years: Joe Schmitz on Hyper-Focused Marketing and Team Building
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May 27, 2025 |
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Building a $1.2M Profit Practice Through Premium Client Service with Thomas Kopelman
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May 14, 2025 |
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Evolution, Leadership, and Legacy with Omani Carson
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Mar 26, 2025 |
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Future Proof's Matt Middleton and Nyle Bayer on Events, Entrepreneurship, and Innovation
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Mar 05, 2025 |
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How To Get Culture Right At $1B In AUM with Chris Fisher
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Feb 19, 2025 |
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From Client to Advisor: Chris Mastro’s Journey to Impact Fiduciary
|
Jan 22, 2025 |
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Unlocking Authentic Growth with Candice Carlton
|
Dec 18, 2024 |
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Planning for Your Best Year Yet: 4 Steps for Advisors to Grow in 2025
|
Dec 04, 2024 |
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Knowing When to Walk Away With Matt Stahl
|
Nov 20, 2024 |
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Helping Clients Ignore the Noise with John Prendergast
|
Nov 06, 2024 |
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Identifying a Niche Client Profile with Thomas Cook
|
Oct 25, 2024 |
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The Greatest Barrier to Change in the World of Financial Advice
|
Oct 09, 2024 |
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Modern Fixed Income with Dylan Parker and Anish Karyat of Moment
|
Sep 25, 2024 |
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Mastering the Basics of Advisor Marketing With Altruist’s Marketing Leaders
|
Sep 18, 2024 |
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You’re Invited! Altruist Academy Los Angeles!
|
Sep 11, 2024 |
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The Advisor Journey Live: Mastering the Details: Achieving Operational Excellence in Your RIA
|
Sep 04, 2024 |
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Marketing to Your Ideal Niche: Taylor Schulte’s Blueprint
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Aug 21, 2024 |
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Recap: The Power of Storytelling and Personalization
|
Aug 14, 2024 |
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The Power of Storytelling and Personalization in Practice with Stoy Hall
|
Jul 31, 2024 |
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Recap: Becoming a Visionary Leader with Bill McNabb
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Jul 26, 2024 |
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Becoming a Visionary Leader with Bill McNabb
|
Jul 17, 2024 |
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Recap: Strategies to Maximize After-Tax Returns
|
Jul 03, 2024 |
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Using Digital EQ to Scale Your Practice with Sheri Fitts
|
Jun 28, 2024 |
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Strategies to Maximize After-Tax Returns with Altruist’s Adam Grealish
|
Jun 24, 2024 |
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Recap: Mastering Investment Principles, Overcoming Challenges, and Radical Honesty
|
Jun 05, 2024 |
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Mastering Investment Principles, Overcoming Challenges, and Radical Honesty for Exponential Growth with Ben Beck
|
May 29, 2024 |
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Recap: Operational Tactics for Optimal Success
|
May 22, 2024 |
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Operational Tactics for Optimal Success with Charesse Spiller
|
May 15, 2024 |
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TAJ Live: Mastering the Art of Client Relationships
|
May 01, 2024 |
|
Inside Altruist's Fee Schedule Saga
|
Apr 15, 2024 |
|
Recap: Getting off the growth hamster wheel with Jeremy Walter
|
Apr 03, 2024 |
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How Altruist Cash solves the cash management dilemma for advisors and clients with Jason Wenk and Dasarte Yarnway
|
Mar 27, 2024 |
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The unexpected benefits of getting off the growth hamster wheel with Jeremy Walter
|
Mar 20, 2024 |
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Recap: Building a firm that energizes you
|
Mar 13, 2024 |
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Building a firm that energizes you with Greg Lessard
|
Mar 06, 2024 |
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Recap: Beyond $100M with Jason and Dasarte
|
Feb 28, 2024 |
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Beyond $100M: unexpected challenges (and solutions) to building a bigger firm with Jason and Dasarte
|
Feb 22, 2024 |
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Recap: Storytelling Secrets to Unleash Exponential Growth with Steve Sanduski
|
Feb 14, 2024 |
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Storytelling Secrets to Unleash Exponential Growth with Steve Sanduski
|
Feb 07, 2024 |
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Recap: The Three Big Predictions for 2024
|
Feb 01, 2024 |
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The Three Big Predictions for 2024
|
Jan 25, 2024 |
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Recap: Navigating the Future with AI in Finance with Jason and Dasarte
|
Jan 17, 2024 |
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Navigating the AI Future for RIAs and More with Jason and Dasarte
|
Jan 10, 2024 |
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Making Financial Advice Better, More Affordable, and Accessible to Everyone with Jason Wenk
|
Dec 20, 2023 |
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Dasarte’s Table: How to avoid a harmful thing that advisors are (unknowingly) doing to their clients
|
Dec 13, 2023 |
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How to avoid a harmful thing that advisors are (unknowingly) doing to their clients with Saundra Davis and Emlen Miles Mattingly
|
Dec 06, 2023 |
|
Dasarte’s Table: the keys to 99% client retention and high volume referrals RECAP
|
Nov 22, 2023 |
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Growing through Acquisition: the keys to 99% client retention and high volume referrals with Brandon Graetz
|
Nov 15, 2023 |
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Dasarte’s Table: Mastering boring before sexy with Jason and Dasarte RECAP
|
Nov 08, 2023 |
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Mastering the boring before the sexy with Jason and Dasarte
|
Nov 01, 2023 |
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Introducing Dasarte’s Table: How DJ Windle brings in $4.8M per month RECAP
|
Oct 25, 2023 |
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How DJ Windle brings in $4.8M in new AUM every month
|
Oct 18, 2023 |
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The unexpected tool that led to millions in AUM with Isaac Presley
|
Oct 04, 2023 |
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The simple approach that led to 28 years as a financial advisor with Chad Castle
|
Sep 20, 2023 |
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How an 100-day work year led to millions in AUM with Matthew Jarvis
|
Sep 06, 2023 |
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How to approach client meetings with Jason and Dasarte
|
Aug 23, 2023 |
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Content creation, AI, AdvisorTech, and more with Michael Kitces
|
Aug 09, 2023 |
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The simple framework that led to more freedom and growth with Justin Castelli
|
Jul 26, 2023 |
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The three steps that led to over thirty years as a financial advisor with Kurt Halverstadt
|
Jul 12, 2023 |
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Uncomplicating the Secure 2.0 Act and better efficiencies to financial planning with Right Capital's Daniel Gregoire
|
Jun 21, 2023 |
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How optimizing YouTube led to $220M in AUM with James Conole
|
May 31, 2023 |
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Nine things advisors wish they knew before starting their RIA with Jason Wenk and Dasarte Yarnway
|
May 17, 2023 |
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How Twitter led to an additional $18k per month in just 14 months with Thomas Kopelman
|
May 03, 2023 |
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The art and science of content marketing - Five strategies from Altruist's Head of Content
|
Apr 19, 2023 |
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The ‘How-Tos’ of marketing funnels for expansive RIA growth with Emlen Miles-Mattingly
|
Apr 05, 2023 |
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How Jason Wenk quadrupled AUM for his RIA businesses
|
Mar 22, 2023 |
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How breaking away quickly led to $65M in AUM with Becky Walsh
|
Mar 08, 2023 |
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Changing the Complexion of Wealth with Emlen Miles-Mattingly
|
Feb 22, 2023 |
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Maximizing the power of UMAs with Altruist's Adam Grealish
|
Feb 08, 2023 |
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How building a brand led to over 50 years of business with David Hicks
|
Jan 25, 2023 |
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How millennials added to over $100M in AUM with Tyler Purcell
|
Jan 11, 2023 |
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2022 Year End: The State of the Industry with Jason Wenk
|
Dec 14, 2022 |
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How one client led to over 300 households and AUM with Yohance Harrison
|
Dec 07, 2022 |
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Experiencing hyper-growth as a financial advisor with Ben Beck: Live Fireside Chat
|
Nov 30, 2022 |
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How building community led to $17M in AUM in 6 months with Alex Newman
|
Nov 16, 2022 |
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How mergers can lead to rapid growth for your firm with David Bigelow
|
Nov 02, 2022 |
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How a marketing plan can lead to exponential growth for your RIA with Melissa Joy
|
Oct 26, 2022 |
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How holistic financial planning led to over $70M in AUM with Scott Frank
|
Oct 19, 2022 |
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The advantages and disadvantages of conferences for financial advisors with Jason and Dasarte
|
Oct 13, 2022 |
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SEO and specialization for the modern RIA with Jason Wenk
|
Aug 31, 2022 |
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How creating an educational course led to over $85M in AUM with Wes White
|
Aug 17, 2022 |
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How mergers and acquisitions can help you grow your firm with Alex Chalekian
|
Aug 03, 2022 |
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The five-step framework to inbound marketing for RIA growth with Samuel Deane
|
Jul 20, 2022 |
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How institutional clients can lead to meteoric growth for your RIA with Jason Ray
|
Jul 06, 2022 |
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How upgrading your tech stack can lead to massive growth for your RIA with Chelsea Ransom-Cooper
|
Jun 22, 2022 |
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Jason Wenk on how market volatility impacts your RIA
|
Jun 08, 2022 |
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The journey from wirehouse to independent advisor with Mike Policar
|
May 25, 2022 |
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Data points for better RIA efficiency with Nick Davis
|
May 11, 2022 |
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How infrastructure leads to growth for your RIA with Jared Machen
|
Apr 27, 2022 |
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How to use a marketing wheel to tap into exponential growth with Taylor Schulte
|
Apr 13, 2022 |
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Introducing The Advisor Journey, the podcast for growth-minded RIAs
|
Mar 30, 2022 |
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The Advisor Journey Teaser
|
Mar 24, 2022 |