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 • 103 episodes
The Advisor Journey
Latest Episodes
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
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