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 • 119 episodes
The Advisor Journey
Latest Episodes
The Long Game: Jason Wenk on Markets, Margin, and Building Durable Advisory Businesses
Jason Wenk, Founder and CEO of Altruist, joins the show for a wide-ranging conversation about what advisors should be paying attention to next and what many have overlooked during an unusually forgiving market cycle.Jason refle...
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45:54
Driving the Business: Emlen Miles Mattingley on Marketing Experiments, Focus, and Finding Your Lane
Emlen 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, Em...
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38:00
Scaling Through Trust: Yohance Harrison on Referrals, Relationships, and Sustainable Growth
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.<...
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40:24
Funded Contentment: Brian Portnoy on Money, Meaning, and Better Advice
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...
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32:05
Building Beyond the Founder: Gideon Drucker on Growth, Content, and Creating an Enduring Firm
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 Druc...
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35:42