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 • 99 episodes
The Advisor Journey
Latest Episodes
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
Combining AI and Community Building for Practice Growth with Alex Newman
Alex Newman returns to The Advisor Journey to share his innovative two-pronged approach to growing Grape Wealth Management: building a vibrant community of retirees through in-person events while implementing advanced AI systems for practice...
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34:22
AI and the Future of Advisor Growth with Will Steiner & Dasarte Yarnway
In this special host-only episode of The Advisor Journey, Will Steiner and Dasarte Yarnway discuss how advisors can effectively integrate AI into their businesses to drive growth and efficiency. They break down practic...
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33:34