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 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 Drucker Wealth, shares how he helped transform a founder-led, rainmaker model into a planning-first, ensemble firm managing more than $1B in assets.
He walks through the early years of putting in the reps, finding his own voice, and building a client base from scratch, even while stepping into a legacy business. Gideon also explains how writing and long-form content unexpectedly became a growth engine, helping the firm clarify its niche and attract the right clients organically.
This conversation offers practical insight into evolving a firm’s structure, balancing autonomy with scalability, and building systems that support both client experience and long-term growth.
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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...