To celebrate our mid-season drop, we’re featuring a special conversation between hosts Dasarte Yarnway and Jason Wenk. In this episode, Dasarte interviews Jason and gets his thought on market volatility and how a down market impacts not only financial advisors but their clients.

 

ABOUT ALTRUIST:

We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.

Want to find out how Altruist can help you grow? See more at www.altruist.com/advisorjourneydemo

 

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Twitter ► https://twitter.com/altruist  

Linkedin ► https://www.linkedin.com/company/altruistcorp/  

EPISODE HIGHLIGHTS:

How normal is market volatility really and how to communicate it with your clients:  2:38-10:54

Planning opportunities for your clients in a down market: 10:54-12:50 

Helpful tech for your RIA in the down market: 12:51-16:11 

Two helpful tips for financial advisors dealing with market volatility: 16:27-19:11 

RESOURCES IN EPISODE: 

https://altruist.com/

ADDITIONAL EPISODE RESOURCES 

Helping clients navigate market volatility 

For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey on Apple Podcast, Spotify, or wherever you listen to podcasts.  

DISCLAIMER:

ABOUT THE ADVISOR JOURNEY: 

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.

Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp offers a software platform that helps financial adv

ABOUT ALTRUIST:

We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs.

Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us

STAY CONNECTED:

Instagram ► https://www.instagram.com/altruistcorp/

Twitter ► https://x.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

ABOUT THE ADVISOR JOURNEY:

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist leaders 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.

Disclaimer:

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...