The Advisor Journey
AltruistReal-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.
| Publishes | Weekly | Episodes | 118 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessEntrepreneurship | |||
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Latest Episodes
Emlyn Miles Mattingley has never been afraid to experiment. What he learned the hard way is that experimentation without focus can leave advisors busy, but stuck.
In this episode of The Advisor Journey, Emlyn shares the real story behind his marketi... more
Yohance Harrison has built a thriving advisory practice without chasing trends or relying on constant outbound marketing. Instead, he focused on trust, vulnerability, and a repeatable referral system rooted in real relationships.
In this episode of ... more
Brian Portnoy believes that great financial advice starts long before portfolios and performance. It starts with understanding what actually matters to people.
In this episode of The Advisor Journey, Brian, founder of Shaping Wealth and author of Th... more
Gideon Drucker didn’t set out to simply maintain a successful practice. He wanted to build something that could grow beyond any one person.
In this episode of The Advisor Journey, Gideon, president of Drucker Wealth, shares how he helped transform a... more
Key Facts
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Reviews
- Excellent host
Interviewer host is very good, asks great questions, moves conversation along well. Far better than most podcast hosts. His title is Director of Community.
Apple Podcasts5LaRadiolina
United Statesa month ago - Finally, real talk about growing
Love this show. It’s finally a podcast in this space where they talk about how to actually grow and what advisors are doing or should be doing. It’s also good to hear new voices in the industry. I only wish they posted more.
Apple Podcasts5Major_T97United States2 years ago - Pure gold for new RIAs
I was at a large BD for a decade before launching my own RIA. It’s been a struggle and I’ve bought countless courses, books, and webinars. None have been nearly as helpful as this podcast. Hats off to Dasarte and Altruist for all that you’re doing!
Apple Podcasts5JoshSaint22United States3 years ago - If only you were around when I leaped!
Jason & Dasarte:
Congratulations on all of your successes so far and all of those yet to come. I only wish that I had had the guts Dasarte had when he left the bank; I, too, had zero clients when I left an established, independent firm (because I thought I knew enough 🥴) in October 2008…that which doesn’t kill you makes you stronger and wiser, right?
Now I am 14 years solo, possibly mid career and am tired of the IBD/Hybrid space and wondering if there’s a better and your inaugural podcast was... more
Apple Podcasts5Jim4PlansUnited States4 years ago
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Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
Frequently Asked Questions About The Advisor Journey
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Which podcasts are similar to The Advisor Journey?
These podcasts share a similar audience with The Advisor Journey:
1. Animal Spirits Podcast
2. The Compound and Friends
3. Ask The Compound
4. The Perfect RIA
5. The Long View
How many episodes of The Advisor Journey are there?
The Advisor Journey launched 4 years ago and published 118 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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