Yohance Harrison has built a thriving advisory practice without chasing trends or relying on constant outbound marketing. Instead, he focused on trust, vulnerability, and a repeatable referral system rooted in real relationships.

In this episode of The Advisor Journey, Yohance, founder and CEO of MoneyScript Wealth Management, shares how he scaled his firm by intentionally activating his existing client base. He walks through his “kings and queens” framework, why public recognition fuels referrals, and how asking for help the right way unlocks growth.

Yohance also opens up about the challenges that come with success, including what happens when a referral engine works too well. He explains how he refined his ideal client profile, adjusted his systems, and prepared his firm for the next phase of growth.

This conversation offers practical insight into building a referral-driven practice that compounds over time; without losing the human connection that makes it work.

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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...