The Advisor Journey

By Altruist

What's The Advisor Journey about?

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.

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The Advisor Journey episodes:

06.24.2024
Strategies to Maximize After-Tax Returns with Altruist’s Adam Grealish
In this episode, Altruist’s Head of Investments, Adam Grealish, joins Jason and Dasarte for a conversation about the significant–often overlooked–value of tax management. Adam unpacks strategies with the potential to improve clients’ after-tax, after-fee returns to the tune of 1-2%...
06.05.2024
Recap: Mastering Investment Principles, Overcoming Challenges, and Radical Honesty
Dasarte recaps our conversation with Ben Beck, the co-founder of Beck Bode. Dasarte highlights three important take aways for all advisors and explains how you can apply the idea of radical honesty to your firm. ABOUT ALTRUIST: We’re on...
05.29.2024
Mastering Investment Principles, Overcoming Challenges, and Radical Honesty for Exponential Growth with Ben Beck
In this episode, Ben Beck, the co-founder of Beck Bode, explores the strategies that have fueled his firm’s impressive growth. He highlights the transformative role of radical honesty in cultivating trust and enduring client relationships, which has been pivotal in...
05.22.2024
Recap: Operational Tactics for Optimal Success
In this episode, Dasarte offers a detailed recap of his insightful conversation with Charesse Spiller, the founder of Level Best. He explores Charesse's groundbreaking H.O.T. framework for achieving operational excellence. Dasarte unpacks the intricacies of this theory and provides practical,...
05.15.2024
Operational Tactics for Optimal Success with Charesse‬‭ Spiller‬ ‭
In this episode, we're joined by Charesse Spiller, founder of Level Best, to explore the transformative‬ power of operational excellence. Charesse dives deep into the principles and strategies that underpin a‬ smoothly functioning business operation. She illustrates how streamlining workflows,...
05.01.2024
TAJ Live:‬‭ Mastering the Art of Client Relationships‬ ‭
On this live episode of The Advisor Journey, host Dasarte Yarnway is joined by guests Wes White of Patriot Wealth, Alex Newman of Grape Wealth Management, and Jason Ray of Zenith Wealth for a dynamic conversation on the unexpected,...
04.15.2024
Inside Altruist's Fee Schedule Saga‬ ‭
Altruist CFO Marc Greenberg joins Jason and Dasarte to provide an insider's perspective on the events that took place internally following backlash from Altruist advisors over a poorly communicated fee schedule update. The conversation gives a behind-the-scenes look at Altruist...
04.03.2024
Recap: Getting off the growth hamster wheel with Jeremy Walter
Dasarte recaps and highlights three important takeaways from our conversation with Jeremy Walter, founder of Fident Financial. 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...
03.27.2024
How Altruist Cash solves the cash management dilemma for advisors and clients with Jason Wenk and Dasarte Yarnway
Jason and Dasarte break down the newest product from the modern custodian: Altruist Cash. Now, advisors no longer have to decide between pushing clients to third-party solutions for higher yield on cash, or settling for the low-yield offerings for cash...
03.20.2024
The unexpected benefits of getting off the growth hamster wheel with Jeremy Walter
Jeremy Walter, founder of Fident Financial, joins Jason and Dasarte for an inspiring conversation about his decision to stop growing his firm. In an environment that glorifies exponential growth stories, Jeremy chose to press pause in one area of his...
03.13.2024
Recap: Building a firm that energizes you
Dasarte breaks down this week’s episode with Greg Lessard of Aspen Wealth Management. The conversation highlights the importance of serving clients who share your passions and interests and how achieving “founder-market-fit” empowers advisors to be authentic at work — a...
03.06.2024
Building a firm that energizes you with Greg Lessard
Aspen Leaf Wealth Management founder Greg Lessard breaks down his journey in building a client base that aligns with his ESG values. The conversation highlights the importance of serving clients who share your passions and interests and how achieving “founder-market-fit”...
02.28.2024
Recap: Beyond $100M with Jason and Dasarte
Dasarte recaps his discussion with Jason on what to do beyond $100M. In this episode, he provides three key takeaways for a practical guide for advisors on the complexities of expanding their firm efficiently. ABOUT ALTRUIST: We’re on a mission...
02.22.2024
Beyond $100M: unexpected challenges (and solutions) to building a bigger firm with Jason and Dasarte
Jason Wenk and Dasarte Yarnway discuss scaling a firm beyond $100 million, focusing on client service, team expansion, and compliance. They offer insights into managing growth, marketing, and hiring strategies. The episode serves as a practical guide for advisors on...
02.14.2024
Recap: Storytelling Secrets to Unleash Exponential Growth with Steve Sanduski
Dasarte recaps a powerful episode with Financial Advisor Coach, Steve Sanduski. In this episode, he recounts his top three takeaways from last week's episode and the one piece of advice that can lead to elevated business practices, mental wellbeing, and...
02.07.2024
Storytelling Secrets to Unleash Exponential Growth with Steve Sanduski
Financial Advisor Coach Steve Sanduski shares powerful learnings from his experiences helping grow a corporate RIA from $0 to $1.8 billion and coaching countless advisors in building authentic practices. This episode is packed with a-ha moments around storytelling, content creation,...
02.01.2024
Recap: The Three Big Predictions for 2024
Dasarte recaps insightful reflections, highlights, and learnings from top episodes of 2023. In last week’s episode, Jason and Dasarte offer advisors a bold forecast for new trends in the year to come and dive into the success that comes from...
01.25.2024
The Three Big Predictions for 2024
Join Jason and Dasarte for insightful reflections, highlights, and learnings from top episodes of 2023. They offer advisors a bold forecast for new trends in the year to come and dive into the success that comes from a "think big,...
01.17.2024
Recap: Navigating the Future with AI in Finance with Jason and Dasarte
EPISODE SUMMARY: Dasarte recaps a powerful conversation with him and Jason on the ethical considerations surrounding AI in finance and how financial advisors can balance technology and the human touch. ABOUT ALTRUIST: We’re on a mission to make financial advice...
01.10.2024
Navigating the AI Future for RIAs and More with Jason and Dasarte
Jason and Dasarte discuss the ethical considerations surrounding AI in finance and how financial advisors can balance technology and the human touch. The hosts also share practical insights on how advisors can integrate AI seamlessly into their practices, unlocking new...
12.20.2023
Making Financial Advice Better, More Affordable, and Accessible to Everyone with Jason Wenk
Join Altruist's Founder and CEO, Jason Wenk, for a candid retrospective and a glimpse into Altruist's future. This keynote, from Altruist’s Advisor Summit, promises a behind-the-scenes look at the product roadmap and strategies set to unfold in 2024 and beyond....
12.13.2023
Dasarte’s Table: How to avoid a harmful thing that advisors are (unknowingly) doing to their clients
Host Dasarte Yarnway recaps our episode, gets candid on his “why” for being a financial advisor, and what a financial advisor can do to find their why and better serve their clients. ABOUT ALTRUIST: We’re on a mission to make...
12.06.2023
How to avoid a harmful thing that advisors are (unknowingly) doing to their clients with Saundra Davis and Emlen Miles Mattingly
EPISODE SUMMARY: The best advisors can navigate the emotional nuances of client relationships with compassion and curiosity. Unfortunately, when financial professionals mistake discovery meetings for data-gathering meetings, they begin the planning process without clearly understanding the client’s “why.” In this...
11.22.2023
Dasarte’s Table: the keys to 99% client retention and high volume referrals RECAP
EPISODE SUMMARY: Dasarte recaps our conversation with Brandon Gratez of Gratez Wealth. In this episode, Dasarte breaks down the top three takeaways and what RIAs can do to maintain a 99% client retention rate. ABOUT ALTRUIST: We’re on a mission...
11.15.2023
Growing through Acquisition: the keys to 99% client retention and high volume referrals with Brandon Graetz
EPISODE SUMMARY: Brandon Graetz joins Jason and Dasarte to discuss how providing top-notch service to acquired clients has helped him build a firm that now grows entirely through referrals. He demonstrates the value of mastering the fundamentals of client service...
11.08.2023
Dasarte’s Table: Mastering boring before sexy with Jason and Dasarte RECAP
EPISODE SUMMARY: Dasarte celebrates Altruist’s fifth birthday and offers a recap of our episode, “Mastering boring before sexy with Jason and Dasarte.” In this quick recap. Dasarte gives three takeaways from the episode he is using to take his firm...
11.01.2023
Mastering the boring before the sexy with Jason and Dasarte
EPISODE SUMMARY: Dasarte and Jason share an in-depth conversation about the importance of balancing business metrics with happiness and how advisors should focus on mastering the boring before experiencing the sexy. Jason also reflects on key learnings as he celebrates...
10.25.2023
Introducing Dasarte’s Table: How DJ Windle brings in $4.8M per month RECAP
EPISODE SUMMARY: Introducing Dasarte’s Table! In this episode series, we will feature the top three learnings from the previous episode while giving our listeners an in-depth view of how host Dasarte Yarnway is applying the learnings to his practice. This...
10.18.2023
How DJ Windle brings in $4.8M in new AUM every month
EPISODE SUMMARY: DJ Windle of Windle Wealth has grown his firm to over $150M in AUM with little marketing. His firm currently brings in between $4.8M in new AUM per month. His secret? Building sustainable relationships with clients that last...
10.04.2023
The unexpected tool that led to millions in AUM with Isaac Presley
EPISODE SUMMARY: Isaac Presley of Cordant Wealth has helped to build a successful multi-advisor firm with millions in AUM. A part of their secret? Webinars. In this episode, Isaac chats with Jason and Dasarte to discuss the power of webinars...
09.20.2023
The simple approach that led to 28 years as a financial advisor with Chad Castle
EPISODE SUMMARY: Chad Castle of Winnow Wealth joins us to discuss the three-step framework that has served as the foundation of his twenty-eight-year career as a financial advisor. Chad examines how to appeal to an incredible niche and what you...
09.06.2023
How an 100-day work year led to millions in AUM with Matthew Jarvis
EPISODE SUMMARY: Matthew Jarvis of Jarvis Financial and The Perfect RIA " delivers massive value to financial advisors.” While serving advisors and clients, he has built a system that has led to millions in AUM and a 100-day work year...
08.23.2023
How to approach client meetings with Jason and Dasarte
EPISODE SUMMARY: In this episode, Jason and Dasarte share their secrets to approaching client meetings. From the first meeting to sustaining relationships, they both detail how they have been able to take their firms to the next level by mastering...
08.09.2023
Content creation, AI, AdvisorTech, and more with Michael Kitces
EPISODE SUMMARY: In this episode, Jason and Dasarte dive into the brilliant mind of Michael Kitces. From artificial intelligence to advisor tech to content creation, Michael shares best practices for today and useful insights for the future of the advisory...
07.26.2023
The simple framework that led to more freedom and growth with Justin Castelli
EPISODE SUMMARY: Justin Castelli of RLS Wealth has built a successful practice that many advisors look to for inspiration. While many advisors seek to grow their practice by adding advisors to their firm, Justin has found a different approach that...
07.12.2023
The three steps that led to over thirty years as a financial advisor with Kurt Halverstadt
EPISODE SUMMARY: Kurt Halverstadt of The Sullivan Group has worked as a financial advisor for over thirty years. One of his secrets? Retaining clients for several generations. In this episode, Kurt gives three simple steps that can help advisors keep...
06.21.2023
Uncomplicating the Secure 2.0 Act and better efficiencies to financial planning with Right Capital's Daniel Gregoire
EPISODE SUMMARY: Secure 2.0 has further complicated planning practices for financial advisors. It’s a dense document with so many additions and changes. In this episode, Daniel talks in depth about Secure 2.0, how it impacts advisors, and how to create...
05.31.2023
How optimizing YouTube led to $220M in AUM with James Conole
EPISODE SUMMARY: James Conole of Root Financial has built a successful practice by building a prominent online presence. His YouTube videos have amassed over 260,000 views with over 32.5K subscribers. In the episode, James will talk to us about how...
05.17.2023
Nine things advisors wish they knew before starting their RIA with Jason Wenk and Dasarte Yarnway
EPISODE SUMMARY: Starting an RIA can be daunting. Client retention, paperwork, and the dreaded compliance can make starting your own financial advisory business feel overwhelming. A few months ago, we asked advisors what they wish they knew before starting their...
05.03.2023
How Twitter led to an additional $18k per month in just 14 months with Thomas Kopelman
EPISODE SUMMARY: Social media can feel very intimidating for advisors. The number of posts, algorithms, community building, and tracking can be an extra job that’s hard to find time for. Did you know that you can build an entire social...
04.19.2023
The art and science of content marketing - Five strategies from Altruist's Head of Content
EPISODE SUMMARY: On this show we talk a lot about content marketing and how it can benefit advisors. Did you know there is an even simpler way to think about content to grow your RIA? In this episode, Altruist’s Head...
04.05.2023
The ‘How-Tos’ of marketing funnels for expansive RIA growth with Emlen Miles-Mattingly
Building a marketing funnel is not easy. There are so many ways to build content as an advisor and tracking it back to your business can be a real challenge. Emlen of GenNext Wealth and Onxy Advisor Network has successfully...
03.22.2023
How Jason Wenk quadrupled AUM for his RIA businesses
In 2020, Micheal Kitces conducted a study that showed that advisors who have staff support generate significantly more revenue and income, especially amongst the top advisors. This study showed that one of the keys to growing and scaling your firm...
03.08.2023
How breaking away quickly led to $65M in AUM with Becky Walsh
Becky Walsh is the founder of Oak Maple Finance in Burlington, Vermont. Becky recently took the leap of becoming a breakaway advisor and has acquired over $65M in AUM in just under seven months. In this episode, Becky shares with...
02.22.2023
Changing the Complexion of Wealth with Emlen Miles-Mattingly
In this special episode, Emlen Miles-Mattingly and Dasarte Yarnway share the importance of establishing wealth within minority communities by highlighting The Onyx Advisor Network, a platform they founded for underrepresented advisors. Their work is centered around changing the complexion of...
02.08.2023
Maximizing the power of UMAs with Altruist's Adam Grealish
Unified Managed Accounts (UMAs) are a powerful tool for advisors. UMAs offer fiercely independent advisors more personalized and customizable models to help elevate their business. In this episode, Altruist's Head of Investments will share strategies on how to leverage Unified...
01.25.2023
How building a brand led to over 50 years of business with David Hicks
EPISODE SUMMARY: David Hicks is a Partner and Investment Advisor at Oakmont Advisory. Oakmont has been serving the retirement community in New Mexico for over fifty years, David credits a large part of their success to developing a recognizable and...
01.11.2023
How millennials added to over $100M in AUM with Tyler Purcell
Kiplinger Wealth Advisors, founded in 1999 by Brad Kiplinger, eclipsed $100m in AUM in 2021. The firm has steadily added $10-12m per year for the past 4 years and lead flow is showing no sign of slowing down. While the...
12.14.2022
2022 Year End: The State of the Industry with Jason Wenk
The end of the year is a common time to think about life, resolutions, commitments, and deliverables. It is also the time for advisors to think about the industry as a whole and what can be done to improve the...
12.07.2022
How one client led to over 300 households and AUM with Yohance Harrison
Yohance Harrison, CEO of Money Script Wealth Management, has built a successful firm with over 300 households. Over 2/3 of his current book of business can be traced back to just one person. In this episode, Yohance will teach us...

What's The Advisor Journey about?

Download our free app to listen on your phone

The Advisor Journey episodes:

Strategies to Maximize After-Tax Returns with Altruist’s Adam Grealish

Recap: Mastering Investment Principles, Overcoming Challenges, and Radical Honesty

Mastering Investment Principles, Overcoming Challenges, and Radical Honesty for Exponential Growth with Ben Beck

Recap: Operational Tactics for Optimal Success

Operational Tactics for Optimal Success with Charesse‬‭ Spiller‬ ‭

TAJ Live:‬‭ Mastering the Art of Client Relationships‬ ‭

Inside Altruist's Fee Schedule Saga‬ ‭

Recap: Getting off the growth hamster wheel with Jeremy Walter

How Altruist Cash solves the cash management dilemma for advisors and clients with Jason Wenk and Dasarte Yarnway

The unexpected benefits of getting off the growth hamster wheel with Jeremy Walter

Recap: Building a firm that energizes you

Building a firm that energizes you with Greg Lessard

Recap: Beyond $100M with Jason and Dasarte

Beyond $100M: unexpected challenges (and solutions) to building a bigger firm with Jason and Dasarte

Recap: Storytelling Secrets to Unleash Exponential Growth with Steve Sanduski

Storytelling Secrets to Unleash Exponential Growth with Steve Sanduski

Recap: The Three Big Predictions for 2024

The Three Big Predictions for 2024

Recap: Navigating the Future with AI in Finance with Jason and Dasarte

Navigating the AI Future for RIAs and More with Jason and Dasarte

Making Financial Advice Better, More Affordable, and Accessible to Everyone with Jason Wenk

Dasarte’s Table: How to avoid a harmful thing that advisors are (unknowingly) doing to their clients

How to avoid a harmful thing that advisors are (unknowingly) doing to their clients with Saundra Davis and Emlen Miles Mattingly

Dasarte’s Table: the keys to 99% client retention and high volume referrals RECAP

Growing through Acquisition: the keys to 99% client retention and high volume referrals with Brandon Graetz

Dasarte’s Table: Mastering boring before sexy with Jason and Dasarte RECAP

Mastering the boring before the sexy with Jason and Dasarte

Introducing Dasarte’s Table: How DJ Windle brings in $4.8M per month RECAP

How DJ Windle brings in $4.8M in new AUM every month

The unexpected tool that led to millions in AUM with Isaac Presley

The simple approach that led to 28 years as a financial advisor with Chad Castle

How an 100-day work year led to millions in AUM with Matthew Jarvis

How to approach client meetings with Jason and Dasarte

Content creation, AI, AdvisorTech, and more with Michael Kitces

The simple framework that led to more freedom and growth with Justin Castelli

The three steps that led to over thirty years as a financial advisor with Kurt Halverstadt

Uncomplicating the Secure 2.0 Act and better efficiencies to financial planning with Right Capital's Daniel Gregoire

How optimizing YouTube led to $220M in AUM with James Conole

Nine things advisors wish they knew before starting their RIA with Jason Wenk and Dasarte Yarnway

How Twitter led to an additional $18k per month in just 14 months with Thomas Kopelman

The art and science of content marketing - Five strategies from Altruist's Head of Content

The ‘How-Tos’ of marketing funnels for expansive RIA growth with Emlen Miles-Mattingly

How Jason Wenk quadrupled AUM for his RIA businesses

How breaking away quickly led to $65M in AUM with Becky Walsh

Changing the Complexion of Wealth with Emlen Miles-Mattingly

Maximizing the power of UMAs with Altruist's Adam Grealish

How building a brand led to over 50 years of business with David Hicks

How millennials added to over $100M in AUM with Tyler Purcell

2022 Year End: The State of the Industry with Jason Wenk

How one client led to over 300 households and AUM with Yohance Harrison

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