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.
Publishes | Weekly | Episodes | 63 | Founded | 2 years ago |
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Number of Listeners | Categories | BusinessEntrepreneurshipInvesting |
Altruist CFO Marc Greenberg joins Jason and Dasarte to provide an insider's perspective on the events more
Dasarte recaps and highlights three important takeaways from our conversation with Jeremy Walter, founder of Fident Financial. more
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 for ca... more
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 of his... more
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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.
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!
Jason & Dasarte: more
Apple Podcasts | #88 | Hong Kong/Business/Entrepreneurship |
Listeners, engagement and demographics and more for this podcast.
Listeners per Episode | Gender Skew | Engagement Score | |||
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Primary Location | Social Media Reach |
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The Advisor Journey launched 2 years ago and published 63 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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