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The Advisor JourneyEpisodes
Jason Wenk
The Advisor Journey
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Episodes of The Advisor Journey
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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 ope
On this live episode of The Advisor Journey, host Dasarte Yarnway is joined by guests Wes White ofPatriot Wealth, Alex Newman of Grape Wealth Management, and Jason Ray of Zenith Wealth for adynamic conversation on the unexpected, powerful ways
Altruist CFO Marc Greenberg joins Jason and Dasarte to provide an insider's perspective on the eventsthat took place internally following backlash from Altruist advisors over a poorly communicated feeschedule update. The conversation gives a be
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.
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
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
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 t
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 ach
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 t
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
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 wellb
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
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 a
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, operate small
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
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
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
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 financial advice be
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 plan
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 t
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 fundamental
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
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 l
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 pra
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 fo
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