The Advisor Journey

The Advisor Journey

Por: Altruist
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.
113 episodios disponibles

Latest episodes of the podcast The Advisor Journey

Mostrando página 4 de 6

Recap: The Three Big Predictions for 2024 01/02/2024
The Three Big Predictions for 2024 25/01/2024
Recap: Navigating the Future with AI in Finance with Jason and Dasarte 17/01/2024
Navigating the AI Future for RIAs and More with Jason and Dasarte 10/01/2024
Making Financial Advice Better, More Affordable, and Accessible to Everyone with Jason Wenk 20/12/2023
Dasarte’s Table: How to avoid a harmful thing that advisors are (unknowingly) doing to their clients 13/12/2023
How to avoid a harmful thing that advisors are (unknowingly) doing to their clients with Saundra Davis and Emlen Miles Mattingly 06/12/2023
Dasarte’s Table: the keys to 99% client retention and high volume referrals RECAP 22/11/2023
Growing through Acquisition: the keys to 99% client retention and high volume referrals with Brandon Graetz 15/11/2023
Dasarte’s Table: Mastering boring before sexy with Jason and Dasarte RECAP 08/11/2023
Mastering the boring before the sexy with Jason and Dasarte 01/11/2023
Introducing Dasarte’s Table: How DJ Windle brings in $4.8M per month RECAP 25/10/2023
How DJ Windle brings in $4.8M in new AUM every month 18/10/2023
The unexpected tool that led to millions in AUM with Isaac Presley 04/10/2023
The simple approach that led to 28 years as a financial advisor with Chad Castle 20/09/2023
How an 100-day work year led to millions in AUM with Matthew Jarvis 06/09/2023
How to approach client meetings with Jason and Dasarte 23/08/2023
Content creation, AI, AdvisorTech, and more with Michael Kitces 09/08/2023
The simple framework that led to more freedom and growth with Justin Castelli 26/07/2023
The three steps that led to over thirty years as a financial advisor with Kurt Halverstadt 12/07/2023
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