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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

00:33:08

How to approach client meetings with Jason and Dasarte

The Advisor Journey ·

2023/08/23

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 their connections to 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

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01:01:58

Content creation, AI, AdvisorTech, and more with...

The Advisor Journey ·

2023/08/09

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 space. Whether you’re a seasoned financial advisor striving to stay ahead of the curve or an emerging advisor looking to make your mark, this is a discussion you don’t want to miss.ABOUT ALTRUIST:We’re on a mission to make financial advice better,

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00:47:21

The simple framework that led to more freedom and...

The Advisor Journey ·

2023/07/26

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 has led to more freedom and growth for his firm. In this episode, Justin talks extensively about his journey back to solopreneurship, how he currently works with clients, and the one decision that brought it all together.ABOUT ALTRUIST:We’re on a mission

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00:48:22

The three steps that led to over thirty years as a...

The Advisor Journey ·

2023/07/12

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 their clients for generations. 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

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00:36:14

Uncomplicating the Secure 2.0 Act and better...

The Advisor Journey ·

2023/06/21

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 greater efficiencies as financial planning becomes more complex. 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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00:43:42

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

The Advisor Journey ·

2023/05/31

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 he built his YouTube channel, how it has contributed to his growth, and how you can do the same! 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

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00:33:18

Nine things advisors wish they knew before starting...

The Advisor Journey ·

2023/05/17

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 RIA. In this episode, Jason and Dasate discuss some of the answers, and each shares what they knew before starting their journey. Check out our cool blog post on this as well:

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00:43:14

How Twitter led to an additional $18k per month in...

The Advisor Journey ·

2023/05/03

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 media community that converts to clients in just under 5 hours per week? In this episode, Thomas Kopelman shares how he built a community of over 13k followers on Twitter and how that has led to an additional $18k per month in AUM. He shares how to create content, how

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00:29:38

The art and science of content marketing - Five...

The Advisor Journey ·

2023/04/19

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 of Content Will Steiner explains the art and science behind content marketing and the five pillars that can help you scale your firm. You will learn how to create art and employ science to attract your ideal client and add AUM to your firm! ABOUT ALTRUIST:We’re on a mission to make

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00:36:25

The ‘How-Tos’ of marketing funnels for expansive RIA...

The Advisor Journey ·

2023/04/05

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 built a growth-focused firm. He has credited much of his success to his ability to gain clients from marketing initiatives. In this episode, Emlen will explain just how to build a funnel that can result in incredible growth for your firm, the things to look out for, and how you

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00:46:16

How Jason Wenk quadrupled AUM for his RIA businesses

The Advisor Journey ·

2023/03/22

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 was to not only find help but find good help. In this episode, Dasarte and Jason converse in-depth about what it takes to hire effectively and grow while doing it. It is a mentor-to-mentee conversation that you do not want to miss! Join our mailing list at

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00:35:02

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

The Advisor Journey ·

2023/03/08

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 advisors how to decide to break away, the tech you need to get started, and how to prepare your colleagues for the transition. Join our mailing list at www.altruist.com/podcasts/ ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more

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00:26:11

Changing the Complexion of Wealth with Emlen...

The Advisor Journey ·

2023/02/22

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 wealth and in this episode, they provide helpful insight on how to do just that. In this episode, you will hear: what the Onyx Advisor Network is, the importance of "changing the complexion of wealth", and what

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00:20:13

Maximizing the power of UMAs with Altruist's Adam...

The Advisor Journey ·

2023/02/08

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 Managed Accounts so that you can create fully customizable portfolios, save time,cut costs, and better serve your clients.ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more accessible

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00:47:36

How building a brand led to over 50 years of business...

The Advisor Journey ·

2023/01/25

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 authentic brand. In this episode, David shares the keys to developing a brand and how this can set you apart as an RIA. ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an

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00:36:52

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

The Advisor Journey ·

2023/01/11

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 firm does serve a wide array of clients, Tyler Purcell has a focus on a less traditional niche; millennials. In this episode, Tyler Purcell joins us to share the importance of never underestimating a millennial niche and how you can attract a younger clientele. ABOUT ALTRUIST:We’re on

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00:28:52

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

The Advisor Journey ·

2022/12/14

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 following year. In this episode, Jason chats with Yohance Harrison to discuss the industry's current state, disruptive trends, and the three most significant pain points advisors should look out for in 2023. This end-of-the-year episode is one that you don't want to miss! ABOUT

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00:43:58

How one client led to over 300 households and AUM...

The Advisor Journey ·

2022/12/07

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 the fundamentals of building a referrable practice and how to create an automated system that will keep clients engaged and eager to refer their associates to you. ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more accessible to

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00:47:08

Experiencing hyper-growth as a financial advisor with...

The Advisor Journey ·

2022/11/30

Ben Beck and Jim Bode of Beck Bode have quickly grown their firm to hundreds of millions in AUM. During the Altruist Academy in Austin, Ben joined Jason for a live fireside chat about experiencing hyper-growth and gives some insight on what advisors can do to also quickly scale their business. This live conversation was so powerful, we knew we had to share it with you.For more information about Altruist Academy, visit https://altruist.com/join-altruist-academy/Disclaimer: This episode is from a live

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00:33:50

How building community led to $17M in AUM in 6 months...

The Advisor Journey ·

2022/11/16

Alex Newman, of Grape Wealth Management, has grown his firm to over $17M in AUM in just five months. This growth is largely due to a community event he hosts in Temecula, California for retirees. Alex developed this monthly event to address a need within his niche, resulting in expedient growth for his firm. In this episode, he will walk us through how to create events for your niche and the technology required to make it scalable. ABOUT ALTRUIST:We’re on a mission to make financial advice better,

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117 results

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