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 | 111 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipInvestingBusiness | |||
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Latest Episodes
Aaron Cirksena built one of the fastest-growing virtual advisory firms in the country by treating marketing like a real business function, not an afterthought.
In this episode of The Advisor Journey, Aaron shares how he went from a one-man shop to a... more
Tim Farley has spent over a decade shaping what great advisory leadership looks like.
In this episode of The Advisor Journey, Tim Farley, founding principal of Tempo Wealth, shares the story behind launching a new RIA with his two business partners,... more
Advisors spend nearly half their time on tasks that take them away from clients. Hazel was built to change that.
In this episode of The Advisor Journey, Dasarte sits down with Altruist’s Gokul Ramanathan and Fernando San Martín to share how Hazel, A... more
Danika Waddell’s journey from solo founder to firm leader is a masterclass in intentional growth.
In this episode of The Advisor Journey, Danika—founder of Zena Financial Planning—shares how she built a practice centered on professional women in tec... 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 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 | ||||
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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 111 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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