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85 episodes with jason wenk
2 episodes with jason wenk
2 episodes with jason wenk
3 episodes with jason wenk
3 episodes with jason wenk
2 episodes with jason wenk
In this episode, Steven is joined by the CEO of Altruist, Jason Wenk, to talk about a reporting issue that happened at multiple custodians this last tax filing season. Jason openly shares what happened, how it happened, how Altruist responded, and shares a little insight along the way of what it's like to build a tech-forward custodian platform. This episode is a must listen as Jason gives an incredible example of how to be a leader in spite of challenges and shares some of the exciting things that Altruist has in store in the future. Be sure and listen to the full episode and be ready to take notes as Jason shares clear action steps any leader can take when faced with challenges. https://zurl.co/5iyi5
Joe Schmitz joins The Advisor Journey to reveal how he's built Peak Retirement Planning from a solo practice to a firm with nearly 60 team members in just three years, growing to $300 million in assets under management.Joe shares his laser-focused approach to serving "Midwestern Millionaires" – clients with $1-10 million in assets who embody the hardworking, frugal values he grew up with in rural Ohio. His multi-channel marketing strategy through YouTube, workshops, books, and Kiplinger articles now generates over 40 qualified prospects weekly.The conversation explores Peak's extreme hiring standards (just 9 hires from 2,600 applicants last year), their collaborative client service model, and Joe's mission to disrupt traditional retirement planning by providing comprehensive service beyond the typical investment-only or insurance-only approach.ABOUT ALTRUIST: We're on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and ser...
In this value-packed episode, Thomas Kopelman returns to share how he's built a thriving advisory practice generating $1.5 million in annual revenue with extraordinary profit margins. Thomas breaks down his business model serving business owners through a high-touch, premium flat-fee approach ranging from $12,000-$18,000 annually.Listeners will discover Thomas's detailed client service approach, including his team structure that maximizes everyone's strengths, his "reverse engineering" process to understand client needs, and his commitment to responsive service with emails answered within 12 hours. He also shares his evolution from using Twitter for client acquisition to now growing primarily through referrals.Whether you're a solo advisor looking to grow or already managing a team, this conversation delivers practical takeaways for elevating your client service model and business profitability.ABOUT ALTRUIST: We're on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and ser...
This week's podcast features an insightful discussion between host Jason Pereira and Jason Wenk, CEO of Altruist, a fintech company that is streamlining the custodian experience. They explore the origin of Altruist, how it came to fruition due to the inefficiencies faced in the financial advisory and custody space, and their journey in making the platform user-friendly and technologically advanced. Wenk details the importance of design thinking and maintaining operational efficiency while revolutionizing the existing financial systems. The conversation ends with Jason Wenk's enthusiasm about the potential of AI and other innovations in improving client outcomes. Hosted on Acast. See acast.com/privacy for more information.
What does it take to transform from a hard-charging entrepreneur to a visionary leader driven by love and abundance? In this episode, The Advisor Journey welcomes Omani (formerly Ron) Carson to discuss his evolution as a business leader and person. From his early days of relentless hustle to building Carson Group into an industry powerhouse, Omani shares the key lessons that shaped his journey. This conversation is packed with insights for financial advisors, entrepreneurs, and anyone seeking purpose-driven success. Don't miss it.ABOUT ALTRUIST: We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: Altruist For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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 ca...
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 advisors face today. From career-defining connections to groundbreaking innovations, this conversation dives into how technology and human relationships are reshaping the industry. Plus, bold predictions for the next five years and why embracing change is no longer optional.ABOUT ALTRUIST: We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: Altruist For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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 ca...
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, clients, and community—creates a foundation for sustainable growth, why investing in people (not just processes) is the key to success, and how their Director of Coaching and Culture helps every team member thrive. ABOUT ALTRUIST: We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: Altruist For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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 ca...
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 impact, Chris made the leap into financial planning after a creative career in photography and operations. Learn how Chris's blend of empathy, problem-solving, and a passion for sustainable investing fuels his practice, plus his advice for career changers aspiring to make a difference. Whether you're an advisor or just curious about the field, this episode is packed with insight and inspiration.ABOUT ALTRUIST: We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: Altruist For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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 ca...
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 from finance to strategy, the lessons she learned about aligning work with values, and her insights on overcoming anxiety and imposter syndrome. Learn how financial advisors can harness the power of video to grow their practices, find deeper purpose, and create meaningful connections with clients. Whether you're a seasoned advisor or just starting out, this episode is packed with actionable advice to help you build a thriving, authentic practice.ABOUT ALTRUIST: We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: Altruist For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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 ca...
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 actionable steps every advisor can implement now to set up for success in the coming year. Learn how to balance founder andmanager mode, leverage new tech tools, and create a marketing megaphone that speaks to your target audience. Listen now for this guide to growing your advisory practice in 2025. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED:Instagram ►https://www.instpagram.com/altruistcorp/Twitter ►https://twitter.com/altruistLinkedin ►https://www.linkedin.com/company/altruistcorp/ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
“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. But at a certainpoint, he realized his true passions were elsewhere. Matt helps answer the question: How does one decide to walk away? ABOUT ALTRUIST: We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED:Instagram ►https://www.instpagram.com/altruistcorp/Twitter ►https://twitter.com/altruistLinkedin ►https://www.linkedin.com/company/altruistcorp/ ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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 wealth management software, the problems advisors face as they scale, and how to manage client relations amid a noisy media environment.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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 his firm from scratch, the notion of operating with an “abundance mindset,” and strategies for serving a wider.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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, they cover helpful practice management tips around hiring (and firing), retention, listening, and feedback loops.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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 platform. As the financial landscape shifts with rising interest rates and inflation, Dylan and Anish share their perspectives on the current market conditions, key economic indicators, and how well-timed innovations in this space will help advisors better serve their clients. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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 deploy to boost their marketing game. Plus, Chris and Will offer their must-hear hot takes about what matters – and what doesn't – when it comes to winning new clients and growing your business. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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 networking opportunities. Dive deep into three core themes: enhancing your planning skills, growing your business, and maximizing efficiency for client delight. Come be a part of our community of advisors pushing the industry forward. Visit altruist.com/altruist-academy-la for tickets. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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 into practical strategies for optimizing processes, automation, and boosting client satisfaction. Discover actionable insights to streamline your operations and achieve excellence in your advisory practice.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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 wide range of clients and blast your message out on as many channels as possible a winning approach? Taylor offers insights on creating a strong brand identity, finding the right niche for your business, and investing in a marketing funnel that delivers consistent results. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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 can be applied to enhance client relationships and practice growth. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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 through compelling narratives and personalized advice.In this episode, you'll learn:• Techniques for understanding diverse client needs.• Strategies for crafting engaging stories that simplify complex concepts.• Tips for personalizing service offerings to enhance client relationships. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE:AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www.altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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 everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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 it takes to be a leader, and how to build robust and resilient teams.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone.Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Ourplatform saves you time and reduces your costs: You can manage your entire book of business, getperformance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/RESOURCES IN EPISODE:AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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, after-fee returns to the tune of 1-2% per year. The discussion also includes an overview of Altruist's forthcoming automated tax management tool, TaxIQ. For advisors exploring ways to generate additional tax savings for clients,this episode is a must-listen. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE:Altruist For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. Altruist LLC (“Altruist”) offers registered investment advisers (“Advisors”) using the Altruist platform a suite of tax management tools (“TaxIQ Tools”) including Tax Sensitivity and Tax Loss Harvesting, which, taken together, Advisors can use to provide tax management services to their clients. Tax IQ Tools are available to Advisors through Altruist's rebalancing software. The Altruist TaxIQ Tools are intended for Advisor use only and Advisors are solely responsible for determining the tax management services they deem appropriate for their clients.Tax laws and regulations are complex and subject to change, which can materially impact investment results. Neither Altruist nor its affiliates provide tax or legal advice or discretionary management of customer accounts. Customers are encouraged to consult their attorney, tax professional and/or investment advisor regarding their individual circumstance. Visit altruist.com/legal for more information. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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 importance of digital EQ and explains how advisors can use it to take their firms to the next level. Want to hear more from Sheri? Check out her upcoming conference SWAYLive at https://swaylive.sherifitts.com/swaylive2024ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE:AltruistSWAY | LIVEWebsite: https://swaylive.sherifitts.com/swaylive2024Dates: August 4 - 6, 2024Location: Palm Springs, CA (Room reservation information https://swaylive.sherifitts.com/SWAYLIVE2024#/venue?lang=en)Hotel: ACE HOTEL & SWIM CLUB50% OFF Coupon Code: ALTRUISTDiscount Deadline: June 30, 11:59 p.m.For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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, after-fee returns to the tune of 1-2% per year. The discussion also includes an overview of Altruist's forthcoming automated tax management tool, TaxIQ. For advisors exploring ways to generate additional tax savings for clients,this episode is a must-listen. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. Altruist LLC (“Altruist”) offers registered investment advisers (“Advisors”) using the Altruist platform a suite of tax management tools (“TaxIQ Tools”) including Tax Sensitivity and Tax Loss Harvesting, which, taken together, Advisors can use to provide tax management services to their clients. Tax IQ Tools are available to Advisors through Altruist's rebalancing software. The Altruist TaxIQ Tools are intended for Advisor use only and Advisors are solely responsible for determining the tax management services they deem appropriate for their clients.Tax laws and regulations are complex and subject to change, which can materially impact investment results. Neither Altruist nor its affiliates provide tax or legal advice or discretionary management of customer accounts. Customers are encouraged to consult their attorney, tax professional and/or investment advisor regarding their individual circumstance. Visit altruist.com/legal for more information. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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 ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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, which has been pivotal in driving exponential growth. Ben shares compelling stories and lessons from his journey, particularly his philosophy of “losing to win again,” where setbacks are seen as opportunities for future success. He also discusses his firm's challenges during expansion and how adhering to core values helped overcome these hurdles. This episode offers essential insights for business leaders aiming to foster a culture of transparency and resilience, providing them with practical strategies for sustainable success. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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 intricacies of this theory and provides practical, actionable strategies for seamlessly integrating these principles into your firm's operations today.. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
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 operation. She illustrates how streamlining workflows, refining processes, and fostering a culture of efficiency can not only improve day-to-day productivity but also become a critical driver of growth and scalability. Through real-world examples and actionable advice, she shares how financial firms, regardless of size, can harness the power of operational excellence to enhance client satisfaction, optimize resource allocation, and unlock new opportunities for expansion. Tune in to gain valuable insights and practical tips on building a solid operational foundation that propels your firm to new heights. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
On this live episode of The Advisor Journey, host Dasarte Yarnway is joined by guests Wes White ofPatriot Wealth, Alex Newman of Grape Wealth Management, and Jason Ray of Zenith Wealth for adynamic conversation on the unexpected, powerful ways to reach new levels of client trust.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone.Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Ourplatform saves you time and reduces your costs: You can manage your entire book of business, getperformance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/RESOURCES IN EPISODE:AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www.altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
Altruist CFO Marc Greenberg joins Jason and Dasarte to provide an insider's perspective on the eventsthat took place internally following backlash from Altruist advisors over a poorly communicated feeschedule update. The conversation gives a behind-the-scenes look at Altruist operations and highlightsthe value of listening to customers.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone.Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Ourplatform saves you time and reduces your costs: You can manage your entire book of business, getperformance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/RESOURCES IN EPISODE:AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www.altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
Dasarte recaps and highlights three important takeaways from our conversation with Jeremy Walter, founder of Fident Financial. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
Jason and Dasarte break down the newest product from the modern custodian: Altruist Cash. Now, advisors no longer have to decide between pushing clients to third-party solutions for higher yield on cash, or settling for the low-yield offerings for cash provided by their legacy custodian. The cash product is available to advisors using any custodian.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/RESOURCES IN EPISODE:AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www.altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. Altruist Financial LLCThe Annual Percentage Yield (“APY”) for the Altruist Cash accounts (“Altruist Cash”) is variable and may change at any time. The amount of interest you will receive on your deposits will vary based on a number of factors. Accrued interest is paid on the last business day of the month directly into the Altruist Cash account. View our disclosures to learn more.Altruist Cash is offered through a separate account at Altruist Financial LLC (“Altruist Financial”) that is opened solely for participation in Altruist Cash. Neither Altruist Financial nor any of its affiliates are banks. Altruist Financial deposits cash in the Altruist Cash account with one or more banks ("Program Banks" see the Altruist Financial LLC Participating Bank List on altruist.com/legal for list) that accept and maintain such deposits. Through Altruist Cash, clients' cash is deposited into Program Banks where the cash earns a variable interest rate and is eligible for FDIC insurance. Cash is not eligible for FDIC insurance until the cash is deposited at the Program Banks. Cash in the Altruist Cash account that is awaiting to be deposited in, and cash in transit to or from, Program Banks, may not be eligible for coverage under SIPC. SIPC coverage does not apply to cash deposited with Program Banks. FDIC insurance is limited to $250,000 per depositor, per FDIC-insured bank, per ownership category and is subject to conditions. More information can be found in the Altruist Cash Disclosure Statement and the Altruist Financial LLC Participating Bank List, both available on altruist.com/legal. FDIC coverage can be impacted by several things, including but not limited to deposit capacity at a Program Bank and/or if a client holds cash at a Program Bank, including through this or additional sweep programs. Clients are responsible for monitoring their total assets at each of the Program Banks, whether through Altruist Financial accounts or accounts with other financial intermediaries, to determine the extent of available FDIC insurance coverage in accordance with FDIC rules. For more information on FDIC insurance coverage, please visit FDIC.gov. Deposits to Altruist Cash made prior to specified cutoff times, will be deposited with Program Banks same day. Any deposits made after the cutoff time will be deposited with Program Banks the following business day. Cash deposited via ACH or Check may take three (3) or more business days for the funds to become available for deposit. Customers can initiate withdrawals at any time from the Altruist Cash account. View our disclosures to learn more. Clients should carefully review the information provided on altruist.com/legal to determine whether Altruist Cash is an appropriate product for their specific financial needs. Retail clients must work with a Registered Investment Advisor to open an Altruist Cash account. Securities trading is not possible in the Altruist Cash account. Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
Jeremy Walter, founder of Fident Financial, joins Jason and Dasarte for an inspiring conversation about his decision to stop growing his firm. In an environment that glorifies exponential growth stories, Jeremy chose to press pause in one area of his life to focus more intentionally on others. The episode is a must-listen for anyone trying to understand and recognize what it means to have enough. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
Dasarte breaks down this week's episode with Greg Lessard of Aspen Wealth Management. The conversation highlights the importance of serving clients who share your passions and interests and how achieving “founder-market-fit” empowers advisors to be authentic at work — a key component for long-term success and overall happiness in this industry. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
Aspen Leaf Wealth Management founder Greg Lessard breaks down his journey in building a client base that aligns with his ESG values. The conversation highlights the importance of serving clients who share your passions and interests and how achieving “founder-market-fit” empowers advisors to be authentic at work — a key component for long-term success and overall happiness in this industry. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
Dasarte recaps his discussion with Jason on what to do beyond $100M. In this episode, he provides three key takeaways for a practical guide for advisors on the complexities of expanding their firm efficiently.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
Jason Wenk and Dasarte Yarnway discuss scaling a firm beyond $100 million, focusing on client service, team expansion, and compliance. They offer insights into managing growth, marketing, and hiring strategies. The episode serves as a practical guide for advisors on the complexities of expanding their firm efficiently. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
Dasarte recaps a powerful episode with Financial Advisor Coach, Steve Sanduski. In this episode, he recounts his top three takeaways from last week's episode and the one piece of advice that can lead to elevated business practices, mental wellbeing, and growth for your firm. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
Financial Advisor Coach Steve Sanduski shares powerful learnings from his experiences helping grow a corporate RIA from $0 to $1.8 billion and coaching countless advisors in building authentic practices. This episode is packed with a-ha moments around storytelling, content creation, and keys to creating a sustainable practice as an independent advisor.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
Dasarte recaps insightful reflections, highlights, and learnings from top episodes of 2023. In last week's episode, Jason and Dasarte offer advisors a bold forecast for new trends in the year to come and dive into the success that comes from a "think big, operate small" mentality. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
Join Jason and Dasarte for insightful reflections, highlights, and learnings from top episodes of 2023. They offer advisors a bold forecast for new trends in the year to come and dive into the success that comes from a "think big, operate small" mentality. For lovers of sports metaphors, this episode will not disappoint.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
EPISODE SUMMARY: Dasarte recaps a powerful conversation with him and Jason on the ethical considerations surrounding AI in finance and how financial advisors can balance technology and the human touch. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
Jason and Dasarte discuss the ethical considerations surrounding AI in finance and how financial advisors can balance technology and the human touch. The hosts also share practical insights on how advisors can integrate AI seamlessly into their practices, unlocking new avenues for growth and client satisfaction.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
Join Altruist's Founder and CEO, Jason Wenk, for a candid retrospective and a glimpse into Altruist's future. This keynote, from Altruist's Advisor Summit, promises a behind-the-scenes look at the product roadmap and strategies set to unfold in 2024 and beyond.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2023 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
Host Dasarte Yarnway recaps our episode, gets candid on his “why” for being a financial advisor, and what a financial advisor can do to find their why and better serve their clients. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT 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. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2023 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.
Jason Wenk is the CEO of Altruist, a newer RIA custodian that has quickly grown to serve more than 3,500 advisory firms and has become the fourth-largest independent RIA custodian by firm count. In response to the inefficiencies he encountered with existing RIA custodians while building his own TAMP a decade ago, Jason developed an 'all-in-one' custodian platform for RIAs, which incorporates portfolio management and performance reporting software. Listen in as he shares his journey and his all-in-one solution for RIAs, leveraging his experiences as an engineer, RIA owner, and TAMP owner to offer advisors core investment systems at a lower cost. You'll hear about his early business ventures that led him to launch his own RIA, as well as how a client's question about a fixed index annuity sparked a niche content marketing strategy that attracted hundreds of prospects per month. We also discuss Jason's belief in the application of the fiduciary standard to vendors serving advisors, his gratitude for the experiences that prepared him for launching Altruist, and his passion for creating better industry standards to make financial advice accessible to all. For show notes and more visit: https://www.kitces.com/350
In this episode, Matt is joined by the CEO and Founder of Altruist, Jason Wenk, where they discuss the exciting opportunity Jason sees in launching his own custodian and taking on the industry's giants. Having built successful RIA firms in the past, Jason identifies the frustration that arises when dealing with custodians as an advisor, particularly when scaling up. He believes current solutions are retrofitted for consumers and not tailored for advisors, leading to increased costs and subpar user experiences. Jason also debunks the narrative that migrating custodians is complex, emphasizing a simplified, streamlined process. https://bit.ly/3OgMNST
Do Business. Do Life. — The Financial Advisor Podcast — DBDL
Today, I'm talking with Jason Wenk, who has spent the past 20+ years working to make financial advice better, more affordable, and accessible to everyone. He has started and scaled many businesses, including FormulaFolios, which managed over $3.2 billion and was named the fastest-growing private company in the country by Inc. magazine 4 years in a row.Today, he is the founder and CEO of Altruist, which is a modern custodian for independent financial advisors.In this episode, Jason shares his early journey building businesses in the financial services industry and how he went from unhappy and burnt out to hitting the reset button to pursue a more meaningful life on his terms. 3 of the biggest insights from Jason Wenk… The “Core Desires” exercise Jason used to go from an unhappy and burnt out financial advisor, to taking a leap of faith and building a business that serves his life. The characteristics of a great fiduciary advisor and how to avoid biases so you can serve your clients at the highest possible level. Discover The Flywheel Effect and how you can use it to measure what matters most and build massive momentum for your business.JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/19FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations
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