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 • 117 episodes
The Advisor Journey
Latest Episodes
Scaling Through Trust: Yohance Harrison on Referrals, Relationships, and Sustainable Growth
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.<...
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40:24
Funded Contentment: Brian Portnoy on Money, Meaning, and Better Advice
Brian Portnoy believes that great financial advice starts long before portfolios and performance. It starts with understanding what actually matters to people.In this episode of The Advisor Journey, Brian...
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32:05
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 Druc...
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35:42
Growth on Your Terms: Aaron Sherman on Independence
Aaron Sherman has never been interested in chasing growth for growth’s sake.In this episode of The Advisor Journey, Aaron, president of Odyssey Group Wealth Advisors, shares how his firm chose a slower, m...
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34:18
From $140M to $3B: How Manish Khatta Built Potomac Through Focus, Risk, and Relentless Execution
Manish Khatta took over Potomac in 2017 with a $3M SBA loan, two young kids, and a firm that soon dropped from $185M to $140M in assets. Today, Potomac manages more than $3B.In this episode of The Advisor Journey
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39:07