The Advisor Journey
von Altruist
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The Long Game: Jason Wenk on Markets, Margin, and Building Durable…
The Long Game: Jason Wenk on Markets, Margin, and Building Durable…
Über diesen Podcast
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.
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- The Long Game: Jason Wenk on Markets, Margin, and Building Durable Advisory Businesses · 46 Min.Jason Wenk, Founder and CEO of Altruist, joins the show for a wide-ranging conversation about what advisors should be paying attention to next and what many have overlooked…
- Driving the Business: Emlen Miles Mattingley on Marketing Experiments, Focus, and Finding Your Lane · 38 Min.Emlen Miles Mattingley has never been afraid to experiment. What he learned the hard way is that experimentation without focus can leave advisors busy, but stuck. In this episode…
- Scaling Through Trust: Yohance Harrison on Referrals, Relationships, and Sustainable Growth · 40 Min.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…
- Funded Contentment: Brian Portnoy on Money, Meaning, and Better Advice · 32 Min.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…
- Building Beyond the Founder: Gideon Drucker on Growth, Content, and Creating an Enduring Firm · 36 Min.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…
- Growth on Your Terms: Aaron Sherman on Independence · 34 Min.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…
- From $140M to $3B: How Manish Khatta Built Potomac Through Focus, Risk, and Relentless Execution · 39 Min.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…
- Choosing a Life That Feels Alive: Khe Hy on Clarity, Courage, and Building Work You Believe In · 38 Min.Khe Hy spent 15 years rising through the ranks on Wall Street, eventually becoming one of BlackRock’s youngest managing directors. Then he walked away. In this episode of The…
- Scaling Through Smart Marketing: How Aaron Cirksena Built a High-Growth Virtual Firm · 31 Min.Aaron Cirksena built one of the fastest-growing virtual advisory firms in the country by treating marketing like a real business function, not an afterthought. In this episode of…
- Building Tempo: How Tim Farley Launched a $700M Firm Built on Trust and Teamwork · 34 Min.Tim Farley has spent over a decade shaping what great advisory leadership looks like. In this episode of The Advisor Journey, Tim Farley, founding principal of Tempo Wealth…
- Inside Hazel: How Altruist Is Shaping the Future of Advisor Technology · 28 Min.Advisors spend nearly half their time on tasks that take them away from clients. Hazel was built to change that. In this episode of The Advisor Journey, Dasarte sits down with…
- Building with Intention: How Danika Waddell Merged Vision, Values, and Growth · 34 Min.Danika Waddell’s journey from solo founder to firm leader is a masterclass in intentional growth. In this episode of The Advisor Journey, Danika—founder of Zena Financial…
- From Chaos to Clarity: How Cameo Roberson Helps Advisors Build Sustainable Firms · 43 Min.Cameo Roberson has made it her mission to rescue advisors from operational chaos. In this episode of The Advisor Journey, Cameo—founder and managing partner of Atlas Park…
- When Growth Isn’t Enough: The Turning Point in Shawn Tydlaska’s Journey · 35 Min.Shawn Tydlaska built the kind of firm most advisors dream about—steady referrals, a growing team, and over $1 million in annual revenue. But behind the milestones was a different…
- Money Together: Building Wealth, Partnership, and Purpose with Doug & Heather Boneparth · 36 Min.Doug and Heather Boneparth are redefining what it means to build wealth together. In this episode of The Advisor Journey, the founders of BoneFide Wealth share how partnership in…
- Redefining Wealth: How Ami Shah is Transforming Financial Advice for First-Generation Families · 40 Min.Ami Shah has one mission: to change the way families experience financial advice. In this episode of The Advisor Journey, Ami Shah, co-founder and CEO of Steward, shares how her…
- Building for the Long Game: Doug & Heather Boneparth on Money, Marriage, and the Future of Advice · 32 Min.In this special The Advisor Journey episode recorded live from Futureproof, Altruist founder and CEO Jason Wenk sat down with Doug and Heather Boneparth of Bone Fide Wealth to…
- How FINNY is Redefining Advisor Growth with AI · 18 Min.Eden Ovadia, co-founder and CEO of Finny, joins The Advisor Journey live from Future Proof 2025 to share how her team is tackling one of the industry’s most pressing challenges…
- From Zero to Future Proof: Nyle Bayer on Building Events, Brands, and Communities · 40 Min.Nyle Bayer, CMO of Future Proof, joins The Advisor Journey to share how he helped turn a bold idea into one of the most innovative events in wealth management. Drawing from his…
- Trust Is the New Currency: Torie Happe on Tax Planning That Wins Clients · 33 Min.Torie Happe, Head of Partnerships at Holistiplan, joins The Advisor Journey to discuss how tax planning has become a cornerstone of modern wealth management and why advisors…
