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.
Episodes
89 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
Knowing When to Walk Away With Matt Stahl
“It’s okay to stop when you’re happy”is an oft-quoted line in Advisor Journey discussions. In this episode, Jason and Dasarte are joined by someone who’s living it. Matt Stahl founded and successfully scaled his firm, Fiat Wealth Management. Bu...
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Season 1
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Episode 83
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23:48
Helping Clients Ignore the Noise with John Prendergast
Clients are bombarded with investment information 24/7. How can advisors make sure their messaging is getting through? John Prendergast, founder of Blueleaf, joins The Advisor Journey for a wide ranging discussion about his experience building ...
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Season 1
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Episode 82
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34:02
Identifying a Niche Client Profile with Thomas Cook
Thomas Cook founded his firm, Retire to Tellico, after identifying a niche in his community that could benefit from quality financial advice and planning. Thomas joins Dasarte on The Advisor Journey for a wide-ranging discussion about starting ...
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Season 1
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Episode 81
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23:05
The Greatest Barrier to Change in the World of Financial Advice
In this special host-only episode of The Advisor Journey, Jason Wenk and Dasarte Yarnway break down the key obstacle that’s holding back many advisors from evolving their businesses to be more efficient and create better client outcomes. Plus,...
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Season 1
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Episode 80
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42:37
Modern Fixed Income with Dylan Parker and Anish Karyat of Moment
In this episode of The Advisor Journey, we sit down with Dylan Parker and Anish Karyat from Moment to delve into the intricacies of fixed-income investing and to make an exciting announcement about fixed income opportunities on the Altruist pla...
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Season 1
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Episode 79
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43:20
Mastering the Basics of Advisor Marketing With Altruist’s Marketing Leaders
Altruist’s VP of Marketing, Chris Hiestand, and Head of Content, Will Steiner, join The Advisor Journey to talk about all things advisor marketing, from the key principles that drive marketing success, to specific strategies that advisors can d...
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Season 1
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Episode 78
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35:37
You’re Invited! Altruist Academy Los Angeles!
Say goodbye to boring conferences and hello to an intentional and community-driven atmosphere where connection, learning, and innovation thrive. Experience peer-led sessions covering timely and relevant information, happy hours, and curated net...
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Season 1
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Episode 77
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0:51
The Advisor Journey Live: Mastering the Details: Achieving Operational Excellence in Your RIA
Listen in for a dynamic live discussion on enhancing your RIA’s operational efficiency. Featuring experts Angel Williams of Beck Bode, Charesse Spiller of Get Level Best, and Saundra Davis, MSFP of Sage Financial Solutions, this episode delves ...
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Season 1
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Episode 76
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36:25
Marketing to Your Ideal Niche: Taylor Schulte’s Blueprint
Taylor Schulte, a renowned financial advisor and founder of Define Financial, joins The Advisor Journey to share a masterclass on advisor marketing strategies and to address some common mistakes advisors make. For example, is trying to serve a ...
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Season 1
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Episode 75
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35:52
Recap: The Power of Storytelling and Personalization
In this episode, Dasarte takes a deep dive into the key insights and strategies shared by Stoy Hall during our recent conversation. He highlights the transformative power of storytelling in the financial advising space and how these techniques ...
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Season 1
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Episode 74
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16:52
The Power of Storytelling and Personalization in Practice with Stoy Hall
Join us as Stoy Hall shares transformative storytelling techniques for financial advisors and shares how implementing these tools can help elevate your practice. Discover how to tailor your communication and services to various client profiles ...
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Season 1
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Episode 73
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25:31
Recap: Becoming a Visionary Leader with Bill McNabb
In this episode, Dasarte recaps his favorite takeaways from our conversation with the legendary Bill McNabb. ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more accessible to ...
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Season 1
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Episode 72
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17:10
Becoming a Visionary Leader with Bill McNabb
For advice about leading a successful career in the financial services industry, it’s hard to find a better source than Bill McNabb, former CEO and Chairman of Vanguard. Bill joins The Advisor Journey to discuss his career trajectory, what i...
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Season 1
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Episode 71
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46:53
Recap: Strategies to Maximize After-Tax Returns
Dasarte recaps our episode with Altruist’s Head of Investments, Adam Grealish about the significant–often overlooked–value of tax management. In the initial episode, Adam unpacks strategies with the potential to improve clients’ after-tax, afte...
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Season 1
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Episode 70
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10:48
Using Digital EQ to Scale Your Practice with Sheri Fitts
As an advisor, how do you wield your digital influence? And how do you do it in an emotionally intelligent way? Industry expert Sheri Fitts joins us for an exclusive conversation with Jason and Dasarte. In this episode, she breaks down the impo...
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Season 1
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Episode 69
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41:03
Strategies to Maximize After-Tax Returns with Altruist’s Adam Grealish
In this episode, Altruist’s Head of Investments, Adam Grealish, joins Jason and Dasarte for a conversation about the significant–often overlooked–value of tax management. Adam unpacks strategies with the potential to improve clients’ after-tax,...
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Season 1
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Episode 68
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31:39
Recap: Mastering Investment Principles, Overcoming Challenges, and Radical Honesty
Dasarte recaps our conversation with Ben Beck, the co-founder of Beck Bode. Dasarte highlights three important take aways for all advisors and explains how you can apply the idea of radical honesty to your firm. ABOUT ALTR...
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Season 1
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Episode 67
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11:40
Mastering Investment Principles, Overcoming Challenges, and Radical Honesty for Exponential Growth with Ben Beck
In this episode, Ben Beck, the co-founder of Beck Bode, explores the strategies that have fueled his firm’s impressive growth. He highlights the transformative role of radical honesty in cultivating trust and enduring client relationships, whi...
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Season 1
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Episode 66
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39:10
Recap: Operational Tactics for Optimal Success
In this episode, Dasarte offers a detailed recap of his insightful conversation with Charesse Spiller, the founder of Level Best. He explores Charesse's groundbreaking H.O.T. framework for achieving operational excellence. Dasarte unpacks the i...
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Season 1
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Episode 65
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14:20
Operational Tactics for Optimal Success with Charesse Spiller
In this episode, we're joined by Charesse Spiller, founder of Level Best, to explore the transformative power of operational excellence. Charesse dives deep into the principles and strategies that underpin a smoothly functioning business ope...
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Season 1
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Episode 64
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28:28