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PODCAST

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.

business entrepreneurship

All Episodes

00:32:33

How mergers and acquisitions can help you grow your...

The Advisor Journey ·

2022/08/03

We’ve all heard there is no one way to skin a cat. Mergers and acquisitions are a non-traditional, quick, and effective way to grow your RIA. In this episode, Alex Chalekian of Lake Avenue Financial discusses how mergers and acquisitions have helped him scale his firm, along with the easy steps a financial advisor can take to get started right now! 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

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00:32:41

The five-step framework to inbound marketing for RIA...

The Advisor Journey ·

2022/07/20

Since the inception of Deane Wealth Management, Samuel Deane has intentionally chosen to serve those who work in pre-IPO startup companies. Identifying and engaging this niche audience has not only led him to become a household name in the finance industry but has also resulted in the rapid growth of his firm. In this episode, Samuel provides a framework that will help you master inbound marketing and become a stand-out RIA. ABOUT ALTRUIST:We’re on a mission to make financial advice better, more

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00:28:53

How institutional clients can lead to meteoric growth...

The Advisor Journey ·

2022/07/06

Last week we spoke with Chelsea Ransom-Cooper on how her firm used automation to scale to $50M in AUM in less than two years. This week we have her partner, Jason Ray, on the show to share the next key part of their business model: institutional clients. Working with institutional clients has led to rapid growth for their RIA. In this episode, Jason offers some tactical advice that can help you secure non-traditional clients and grow your firm. ABOUT ALTRUIST:We’re on a mission to make financial

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00:30:19

How upgrading your tech stack can lead to massive...

The Advisor Journey ·

2022/06/22

Chelsea Ransom-Cooper and her partner, Jason Ray of Zenith Wealth, have built a firm with over $50M in AUM in just over a year. A large part of their success comes from creating an efficient onboarding process for not only themselves but also their clients. In this episode, Chelsea walks us through how to automate your process while still building long-lasting client relationships. ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and more accessible to everyone

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00:24:50

Jason Wenk on how market volatility impacts your RIA

The Advisor Journey ·

2022/06/08

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

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00:34:38

The journey from wirehouse to independent advisor...

The Advisor Journey ·

2022/05/25

Transitioning from a wirehouse to an independent advisor can be challenging. In this episode, Mike Policar of NGP Financial Planning talks with hosts Jason and Dasarte about how to successfully make the transition. He outlines the mistakes, so you can avoid them.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

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00:32:06

Data points for better RIA efficiency with Nick Davis

The Advisor Journey ·

2022/05/11

Data collection and automation is the key to building an efficient RIA. Nick Davis of Brindle & Bay Wealth Management has successfully scaled his practice to millions of dollars in AUM through data collection and client experience. In this episode, Nick shares the specific data points that you should collect from your clients and how to create a client experience that's not only efficient but unforgettable. ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more

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00:27:39

How infrastructure leads to growth for your RIA with...

The Advisor Journey ·

2022/04/27

How does business infrastructure contribute to the success of your RIA? Jared Machen went from $14 million to more than $67 million in AUM in two and half years, and he’s a leading financial advisor in Texas. How did he do it? Jared joined forces with another advisor and created a repeatable, efficient infrastructure. Tune in to learn how building the right infrastructure for your firm can lead to exponential growth. ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable,

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00:32:26

How to use a marketing wheel to tap into exponential...

The Advisor Journey ·

2022/04/13

So what exactly is a marketing wheel and why is it critical for scaling your RIA practice? Taylor Schulte, listed as a Top 100 Financial Advisor by Investopedia, sits down with Jason and Dasarte to explain how defining your wheel is key to rapid growth. Taylor also shares insights into search engine optimization (SEO) and how advisors can take quick steps to acquire more clients. ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more accessible to everyone

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00:31:35

Introducing The Advisor Journey, the podcast for...

The Advisor Journey ·

2022/03/30

In the debut episode of The Advisor Journey, Altruist founder and CEO Jason Wenk and Head of Community Dasarte Yarnway start to tackle one of the trickiest issues for emerging financial advisors: How do you get ahead when it feels like the deck is stacked against you? Jason shares his industry insights, real-life experiences, and key strategies that every advisor should keep in mind. ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more accessible to everyone

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00:01:31

The Advisor Journey Teaser

The Advisor Journey ·

2022/03/24

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. 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

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