Cover image of The Advisor Journey

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 tact... Read more

Podcast cover

How institutional clients can lead to meteoric growth for your RIA with Jason Ray

How institutional clients can lead to meteoric growth for your RIA with Jason Ray

EPISODE HIGHLIGHTS:Generating revenue from planning fees: 4:18-5:34What is an institutional client and what are the bene... Read more

6 Jul 2022

28mins

Podcast cover

How upgrading your tech stack can lead to massive growth for your RIA with Chelsea Ransom-Cooper

How upgrading your tech stack can lead to massive growth for your RIA with Chelsea Ransom-Cooper

EPISODE HIGHLIGHTS:Getting to $50M in AUM in just under a year: 6:18-7:44Which automation tools can help you scale your ... Read more

22 Jun 2022

30mins

Similar Podcasts

Podcast cover

Jason Wenk on how market volatility impacts your RIA

Jason Wenk on how market volatility impacts your RIA

EPISODE HIGHLIGHTS:How normal is market volatility really and how to communicate it with your clients:  2:38-10:54Planni... Read more

8 Jun 2022

24mins

Podcast cover

The journey from wirehouse to independent advisor with Mike Policar

The journey from wirehouse to independent advisor with Mike Policar

EPISODE HIGHLIGHTS:The journey from wirehouse to independent advisor: 4:13-10:22The magic flip that switched the game as... Read more

25 May 2022

34mins

Most Popular Podcasts

Podcast cover

Data points for better RIA efficiency with Nick Davis

Data points for better RIA efficiency with Nick Davis

EPISODE HIGHLIGHTS:How a “data-driven approach” leads to RIA growth: 6:43-10:00Top of the funnel data points to focus on... Read more

11 May 2022

32mins

Podcast cover

How infrastructure leads to growth for your RIA with Jared Machen

How infrastructure leads to growth for your RIA with Jared Machen

EPISODE HIGHLIGHTS: How a partnership helps create an enduring brand: 0:48-8:16Modular planning and process development:... Read more

27 Apr 2022

27mins

Podcast cover

How to use a marketing wheel to tap into exponential growth with Taylor Schulte

How to use a marketing wheel to tap into exponential growth with Taylor Schulte

EPISODE HIGHLIGHTS: How to focus on your practice’s niche: 4:36-7:17 How to develop your marketing funnel: 7:18-11:23Tay... Read more

13 Apr 2022

32mins

Podcast cover

Introducing The Advisor Journey, the podcast for growth-minded RIAs

Introducing The Advisor Journey, the podcast for growth-minded RIAs

ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist fou... Read more

30 Mar 2022

31mins

Podcast cover

The Advisor Journey Teaser

The Advisor Journey Teaser

ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist fou... Read more

24 Mar 2022

1min

“Podium: AI tools for podcasters. Generate show notes, transcripts, highlight clips, and more with AI. Try it today at https://podium.page”