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 • 93 episodes
The Advisor Journey
Latest Episodes
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
Building a $1.2M Profit Practice Through Premium Client Service with Thomas Kopelman
In this value-packed episode, Thomas Kopelman returns to share how he's built a thriving advisory practice generating $1.5 million in annual revenue with extraordinary profit margins. Thomas breaks down his business model serving business ow...
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46:41
Evolution, Leadership, and Legacy with Omani Carson
What does it take to transform from a hard-charging entrepreneur to a visionary leader driven by love and abundance? In this episode, The Advisor Journey welcomes Omani (formerly Ron) Carson to discuss his evolution as a business leade...
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Season 1
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Episode 89
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51:38
Future Proof's Matt Middleton and Nyle Bayer on Events, Entrepreneurship, and Innovation
Hosts Dasarte Yarnway and Jason Wenk sit down with Nyle Bayer and Matt Middleton, the visionaries behind Future Proof. They discuss the evolution of financial industry events, the role of AI in wealth management, and the biggest challenges advi...
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Season 1
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Episode 88
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57:58