The Advisor Journey
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.
Podcasting since 2022 • 101 episodes
The Advisor Journey
Latest Episodes
From Zero to Future Proof: Nyle Bayer on Building Events, Brands, and Communities
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 bu...
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40:11
Trust Is the New Currency: Torie Happe on Tax Planning That Wins Clients
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 ...
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33:03
Niching, Authentic Marketing & Lasting Client Relationships with Cathy Curtis
Cathy Curtis, founder of Curtis Financial Planning, joins The Advisor Journey to unpack how she built a thriving advisory practice focused exclusively on serving single women, sustaining steady growth for over two decades.In th...
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35:34
Building a Firm on Your Own Terms: Kevin Thompson’s Journey to Independence
Kevin Thompson, former MLB player and founder of 9Innings Capital Group, joins The Advisor Journey to share his experience transitioning from professional baseball into financial advisory and his strategic approach to building an independent...
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29:20
Why Most Advisor Brands Disappoint: Emily Binder Shares 3 Ways to Get it Right
Emily Binder, founder of Beetle Moment Marketing and WealthVoice, returns to The Advisor Journey to share her deep expertise in financial services marketing. Emily dives into the critical shifts she's witnessed over her eight years in the in...
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34:16