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.
The Advisor Journey
Building Tempo: How Tim Farley Launched a $700M Firm Built on Trust and Teamwork
Tim Farley has spent over a decade shaping what great advisory leadership looks like.
In this episode of The Advisor Journey, Tim Farley, founding principal of Tempo Wealth, shares the story behind launching a new RIA with his two business partners, Bernie Garrah and Corbin Blackburn, that quickly grew to manage more than $700 million in client assets.
He explains how genuine relationships, deep specialization, and a client-first mindset helped him and his partners build a firm defined by trust and collaboration. From mastering a niche among corporate executives to overhauling technology and team structure, Tim breaks down the lessons learned along the way.
Advisors will take away insights on building partnerships, leading with purpose, and creating a firm culture built to last.
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ABOUT THE ADVISOR JOURNEY:
Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist leaders 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.
Disclaimer:
Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...