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 • 96 episodes
The Advisor Journey
Latest Episodes
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
From $25M to $1.1B: Ari Taublieb on Building Root's Viral Growth Engine
Ari Taublieb, Chief Growth Officer at Root Financial, joins The Advisor Journey to share how he helped scale the firm from $25 million to $1.1 billion in AUM, primarily through YouTube.Ari breaks down the...
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49:49
How the Savviest Firms are using AI and Automation with Ben Olsen
In this episode of The Advisor Journey, Ben Olsen, founder of Beemo Automation, shares his remarkable journey from financial advisor to a leading innovator in advisory technology. Ben dives deep into how his passion fo...
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48:32
Scaling to $300M in 3 Years: Joe Schmitz on Hyper-Focused Marketing and Team Building
Joe Schmitz joins The Advisor Journey to reveal how he's built Peak Retirement Planning from a solo practice to a firm with nearly 60 team members in just three years, growing to $300 million in assets under management.Joe shar...
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36:10