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 • 89 episodes
The Advisor Journey
Latest Episodes
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
How To Get Culture Right At $1B In AUM with Chris Fisher
In this episode Dasarte sits down with Chris Fisher, co-founder of ISTO Advisors, to explore how a firm built on service, coaching, and intentional culture has scaled to nearly $1 billion in AUM. Chris shares how ISTO’s philosophy—serving team,...
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Season 1
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Episode 87
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38:21
From Client to Advisor: Chris Mastro’s Journey to Impact Fiduciary
In this episode of The Advisor Journey, hosts Jason Wenk and Dasarte Yarnway sit down with Chris Mastro of Impact Fiduciary to discuss his unique path to becoming a financial advisor. Starting as a client inspired by his own advisor’s ...
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Season 1
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Episode 86
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26:55
Unlocking Authentic Growth with Candice Carlton
In this inspiring episode of The Advisor Journey, host Dasarte Yarnway sits down with Candice Carlton, Head of Strategy at FiComm Partners, to discuss the transformative power of authenticity in business and life. Candice shares her journey fro...
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Season 1
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Episode 85
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31:35
Planning for Your Best Year Yet: 4 Steps for Advisors to Grow in 2025
Dasarte Yarnway and Jason Wenk break down four essential strategies to prepare advisors for a year of growth, efficiency, and client satisfaction. From choosing the right technology to defining your ideal client, Dasarte and Jason discuss actio...
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Season 1
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Episode 84
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35:00