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 | Twice monthly | Episodes | 103 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvestingEntrepreneurship | |||
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Latest Episodes
In this special The Advisor Journey episode recorded live from Futureproof, Altruist founder and CEO Jason Wenk sat down with Doug and Heather Boneparth of Bone Fide Wealth to talk about their firm’s transition to Altruist, the evolution of independe... more
Eden Ovadia, co-founder and CEO of Finny, joins The Advisor Journey live from Future Proof 2025 to share how her team is tackling one of the industry’s most pressing challenges: organic growth.
Before starting FINNY, Eden worked in private equity an... more
Nyle Bayer, CMO of Future Proof, joins The Advisor Journey to share how he helped turn a bold idea into one of the most innovative events in wealth management. Drawing from his background as an advisor and now event builder, Nyle explains the princip... more
Torie Happe, Head of Partnerships at Holistiplan, joins The Advisor Journey to discuss how tax planning has become a cornerstone of modern wealth management and why advisors leveraging tools like Holistiplan stand out in today’s competitive landscape... more
Key Facts
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Reviews
- 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_T97
United 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 States2 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
Top Entrepreneurship Podcasts
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 | ||||
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Which podcasts are similar to The Advisor Journey?
These podcasts share a similar audience with The Advisor Journey:
1. The Perfect RIA
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. Barron's Advisor
5. Advisor Marketing Made Simple
How many episodes of The Advisor Journey are there?
The Advisor Journey launched 4 years ago and published 103 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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