The Advisor Journey
Claim This Podcastby Altruist
Podcast Authority
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Podcast Overview
<p>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.</p>
Language
🇺🇲
Publishing Since
3/24/2022
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Recent Episodes
January 28, 2026
The Long Game: Jason Wenk on Markets, Margin, and Building Durable Advisory Businesses
Host Michael Kitces interviews Jason Wenk, Founder and CEO of Altruist, discussing market cycles, margin fragility, and building resilient advisory businesses for long-term success.
January 21, 2026
Driving the Business: Emlen Miles Mattingley on Marketing Experiments, Focus, and Finding Your Lane
Host Michael Kitces interviews Emlen Miles Mattingley, CFP®, as he shares his journey of marketing experimentation and finding focus to intentionally drive his advisory business.
January 8, 2026
Scaling Through Trust: Yohance Harrison on Referrals, Relationships, and Sustainable Growth
Host [Host Name] interviews Yohance Harrison, founder and CEO of MoneyScript Wealth Management, as he reveals his client-centric referral system for sustainable growth.
119 total episodes available with 16 transcripts
Recent guests on The Advisor Journey
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Jason Wenk
Guest
Emlen Miles Mattingley
Guest
Yohance Harrison
Guest
Brian Portnoy
Guest
Gideon Drucker
Guest
Aaron Sherman
Guest
Manish Khatta
Guest
Khe Hy
Guest
Aaron Cirksena
Guest
Tim Farley
Guest
Gokul Ramanathan
Guest
Fernando San Martín
Guest
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Frequently asked questions
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- What is The Advisor Journey?
<p>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.</p> - How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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