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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.

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All Episodes

51:38

Evolution, Leadership, and Legacy with Omani Carson

The Advisor Journey ·

2025/03/26

What does it take to transform from a hard-charging entrepreneur to a visionary leader driven by love and abundance? In this episode, The Advisor Journey welcomes Omani (formerly Ron) Carson to discuss his evolution as a business leader and person. From his early days of relentless hustle to building Carson Group into an industry powerhouse, Omani shares the key lessons that shaped his journey. This conversation is packed with insights for financial advisors, entrepreneurs, and anyone seeking...

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57:58

Future Proof's Matt Middleton and Nyle Bayer on...

The Advisor Journey ·

2025/03/05

Hosts Dasarte Yarnway and Jason Wenk sit down with Nyle Bayer and Matt Middleton, the visionaries behind Future Proof. They discuss the evolution of financial industry events, the role of AI in wealth management, and the biggest challenges advisors face today. From career-defining connections to groundbreaking innovations, this conversation dives into how technology and human relationships are reshaping the industry. Plus, bold predictions for the next five years and why embracing change is n...

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38:29

How To Get Culture Right At $1B In AUM with Chris Fisher

The Advisor Journey ·

2025/02/19

In this episode Dasarte sits down with Chris Fisher, co-founder of ISTO Advisors, to explore how a firm built on service, coaching, and intentional culture has scaled to nearly $1 billion in AUM. Chris shares how ISTO’s philosophy—serving team, clients, and community—creates a foundation for sustainable growth, why investing in people (not just processes) is the key to success, and how their Director of Coaching and Culture helps every team member thrive. ABOUT ALTRUIST: We’re on ...

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26:55

From Client to Advisor: Chris Mastro’s Journey to...

The Advisor Journey ·

2025/01/22

In this episode of The Advisor Journey, hosts Jason Wenk and Dasarte Yarnway sit down with Chris Mastro of Impact Fiduciary to discuss his unique path to becoming a financial advisor. Starting as a client inspired by his own advisor’s impact, Chris made the leap into financial planning after a creative career in photography and operations. Learn how Chris’s blend of empathy, problem-solving, and a passion for sustainable investing fuels his practice, plus his advice for career changers aspiri...

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31:35

Unlocking Authentic Growth with Candice Carlton

The Advisor Journey ·

2024/12/18

In this inspiring episode of The Advisor Journey, host Dasarte Yarnway sits down with Candice Carlton, Head of Strategy at FiComm Partners, to discuss the transformative power of authenticity in business and life. Candice shares her journey from finance to strategy, the lessons she learned about aligning work with values, and her insights on overcoming anxiety and imposter syndrome. Learn how financial advisors can harness the power of video to grow their practices, find deeper purpose, and c...

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00:35:00

Planning for Your Best Year Yet: 4 Steps for Advisors...

The Advisor Journey ·

2024/12/04

Dasarte Yarnway and Jason Wenk break down four essential strategies to prepare advisors for a year of growth, efficiency, and client satisfaction. From choosing the right technology to defining your ideal client, Dasarte and Jason discuss actionable steps every advisor can implement now to set up for success in the coming year. Learn how to balance founder andmanager mode, leverage new tech tools, and create a marketing megaphone that speaks to your target audience. Listen now for this guide to

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00:23:48

Knowing When to Walk Away With Matt Stahl

The Advisor Journey ·

2024/11/20

“It’s okay to stop when you’re happy”is an oft-quoted line in Advisor Journey discussions. In this episode, Jason and Dasarte are joined by someone who’s living it. Matt Stahl founded and successfully scaled his firm, Fiat Wealth Management. But at a certainpoint, he realized his true passions were elsewhere. Matt helps answer the question: How does one decide to walk away? ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist

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00:34:02

Helping Clients Ignore the Noise with John Prendergast

The Advisor Journey ·

2024/11/06

Clients are bombarded with investment information 24/7. How can advisors make sure their messaging is getting through? John Prendergast, founder of Blueleaf, joins The Advisor Journey for a wide ranging discussion about his experience building wealth management software, the problems advisors face as they scale, and how to manage client relations amid a noisy media environment.ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more accessible to everyone

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00:23:05

Identifying a Niche Client Profile with Thomas Cook

The Advisor Journey ·

2024/10/25

Thomas Cook founded his firm, Retire to Tellico, after identifying a niche in his community that could benefit from quality financial advice and planning. Thomas joins Dasarte on The Advisor Journey for a wide-ranging discussion about starting his firm from scratch, the notion of operating with an “abundance mindset,” and strategies for serving a wider.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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00:42:37

The Greatest Barrier to Change in the World of...

The Advisor Journey ·

2024/10/09

In this special host-only episode of The Advisor Journey, Jason Wenk and Dasarte Yarnway break down the key obstacle that’s holding back many advisors from evolving their businesses to be more efficient and create better client outcomes. Plus, they cover helpful practice management tips around hiring (and firing), retention, listening, and feedback loops.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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00:43:20

Navigating Fixed Income with Dylan Parker and Anish...

The Advisor Journey ·

2024/09/25

In this episode of The Advisor Journey, we sit down with Dylan Parker and Anish Karyat from Moment to delve into the intricacies of fixed-income investing and to make an exciting announcement about fixed income opportunities on the Altruist platform. As the financial landscape shifts with rising interest rates and inflation, Dylan and Anish share their perspectives on the current market conditions, key economic indicators, and how well-timed innovations in this space will help advisors better serve

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00:35:37

Mastering the Basics of Advisor Marketing With...

The Advisor Journey ·

2024/09/18

Altruist’s VP of Marketing, Chris Hiestand, and Head of Content, Will Steiner, join The Advisor Journey to talk about all things advisor marketing, from the key principles that drive marketing success, to specific strategies that advisors can deploy to boost their marketing game. Plus, Chris and Will offer their must-hear hot takes about what matters – and what doesn’t – when it comes to winning new clients and growing your business. ABOUT ALTRUIST:We’re on a mission to make financial advice

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00:00:51

You’re Invited! Altruist Academy Los Angeles!

The Advisor Journey ·

2024/09/11

Say goodbye to boring conferences and hello to an intentional and community-driven atmosphere where connection, learning, and innovation thrive. Experience peer-led sessions covering timely and relevant information, happy hours, and curated networking opportunities. Dive deep into three core themes: enhancing your planning skills, growing your business, and maximizing efficiency for client delight. Come be a part of our community of advisors pushing the industry forward. Visit

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00:36:25

The Advisor Journey Live: Mastering the Details:...

The Advisor Journey ·

2024/09/04

Listen in for a dynamic live discussion on enhancing your RIA’s operational efficiency. Featuring experts Angel Williams of Beck Bode, Charesse Spiller of Get Level Best, and Saundra Davis, MSFP of Sage Financial Solutions, this episode delves into practical strategies for optimizing processes, automation, and boosting client satisfaction. Discover actionable insights to streamline your operations and achieve excellence in your advisory practice.ABOUT ALTRUIST:We’re on a mission to make financial

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00:35:52

Marketing to Your Ideal Niche: Taylor Schulte’s...

The Advisor Journey ·

2024/08/21

Taylor Schulte, a renowned financial advisor and founder of Define Financial, joins The Advisor Journey to share a masterclass on advisor marketing strategies and to address some common mistakes advisors make. For example, is trying to serve a wide range of clients and blast your message out on as many channels as possible a winning approach? Taylor offers insights on creating a strong brand identity, finding the right niche for your business, and investing in a marketing funnel that delivers

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00:16:52

Recap: The Power of Storytelling and Personalization

The Advisor Journey ·

2024/08/14

In this episode, Dasarte takes a deep dive into the key insights and strategies shared by Stoy Hall during our recent conversation. He highlights the transformative power of storytelling in the financial advising space and how these techniques can be applied to enhance client relationships and practice growth. 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,

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00:25:31

The Power of Storytelling and Personalization in...

The Advisor Journey ·

2024/07/31

Join us as Stoy Hall shares transformative storytelling techniques for financial advisors and shares how implementing these tools can help elevate your practice. Discover how to tailor your communication and services to various client profiles through compelling narratives and personalized advice.In this episode, you’ll learn:• Techniques for understanding diverse client needs.• Strategies for crafting engaging stories that simplify complex concepts.• Tips for personalizing service offerings to

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00:17:10

Recap: Becoming a Visionary Leader with Bill McNabb

The Advisor Journey ·

2024/07/26

In this episode, Dasarte recaps his favorite takeaways from our conversation with the legendary Bill McNabb. 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

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00:46:53

Becoming a Visionary Leader with Bill McNabb‬ ‭

The Advisor Journey ·

2024/07/17

‭For advice about leading a successful career in the financial services industry, it’s‬ hard to find a better source than Bill McNabb, former CEO and Chairman of Vanguard. Bill joins The‬ Advisor Journey to discuss his career trajectory, what it takes to be a leader, and how to build robust and‬ resilient teams.‬‭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

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00:10:48

Recap: Strategies to Maximize After-Tax Returns‬ ‭

The Advisor Journey ·

2024/07/03

Dasarte recaps our episode with Altruist’s Head of Investments, Adam Grealish about the significant–often overlooked–value of tax management. In the initial episode, Adam unpacks strategies with the potential to improve clients’ after-tax, after-fee returns to the tune of 1-2% per year. The discussion also includes an overview of Altruist’s forthcoming automated tax management tool, TaxIQ. For advisors exploring ways to generate additional tax savings for clients,this episode is a must-listen. ABOUT

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110 results

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