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 • 105 episodes
The Advisor Journey
Latest Episodes
Money Together: Building Wealth, Partnership, and Purpose with Doug & Heather Boneparth
Doug and Heather Boneparth are redefining what it means to build wealth together.In this episode of The Advisor Journey, the founders of BoneFide Wealth share how partnership in both life and business has...
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36:06
Redefining Wealth: How Ami Shah is Transforming Financial Advice for First-Generation Families
Ami Shah has one mission: to change the way families experience financial advice.In this episode of The Advisor Journey, Ami Shah, co-founder and CEO of Steward, shares how her path from McKinsey and Face...
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39:35
Building for the Long Game: Doug & Heather Boneparth on Money, Marriage, and the Future of Advice
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 fi...
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31:52
How FINNY is Redefining Advisor Growth with AI
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 star...
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18:19
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