The Advisor Journey
Hosted by Dasarte Yarnway · Altruist
4.9from 51 ratings
- 119
- Episodes
- 16
- Transcribed
- 51
- Ratings
- Daily
- Cadence
- 2022
- First episode
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.
- Publisher
- Altruist
- Category
- business · business · technology
- Language
- en
- Explicit
- No
- First episode
- 24 Mar 2022
- Latest episode
- 28 Jan 2026
Latest episodes
16 of 119 episodes have a transcript.
28 Jan 2026TRANSCRIPT
The Long Game: Jason Wenk on Markets, Margin, and Building Durable Advisory Businesses
21 Jan 2026TRANSCRIPT
Driving the Business: Emlen Miles Mattingley on Marketing Experiments, Focus, and Finding Your Lane
8 Jan 2026
Scaling Through Trust: Yohance Harrison on Referrals, Relationships, and Sustainable Growth
Inside a recent episode
The Long Game: Jason Wenk on Markets, Margin, and Building Durable Advisory Businesses
Published 28 Jan 2026 · Transcript excerpt
[…] Billing on overall net worth is certainly, you know, easier than billing on like just the investment accounts, which will naturally have more variance in total value. Like net worth means the value of their home, their business, non -liquid and liquid, all of the stuff, right? And they also have much less bias in how they give advice. If a client wants to buy a, you know, five million dollar vacation home, the advisor will just want to make sure one should they really do it. If it's okay that they have the capital, it's a totally financial responsible decision, they do it in the most efficient way possible because it's just part of the net worth. […]
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See plansWho has been a guest on The Advisor Journey
Names identified in recent episode analyses. Showing up to five guests.
- Jason Wenk
- Emlen Miles Mattingley
- Yohance Harrison
- Brian Portnoy
- Gideon Drucker
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 4.9 / 5
- 27 ratings
- Spotify
- 5.0 / 5
- 24 ratings
Podcast Authority Score: 56 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 75
- Social presence
- 0
- YouTube
- 0
- Engagement
- 96
Contact The Advisor Journey
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about The Advisor Journey
Who hosts The Advisor Journey?
Dasarte Yarnway host the show. Published by Altruist.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does The Advisor Journey take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
16 of 119 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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