63 episodes
The Advisor Journey Altruist
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- Business
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4.8 • 21 Ratings
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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.
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Inside Altruist's Fee Schedule Saga
Altruist CFO Marc Greenberg joins Jason and Dasarte to provide an insider's perspective on the events
that took place internally following backlash from Altruist advisors over a poorly communicated fee
schedule update. The conversation gives a behind-the-scenes look at Altruist operations and highlights
the 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. 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/
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Recap: Getting off the growth hamster wheel with Jeremy Walter
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/ -
How Altruist Cash solves the cash management dilemma for advisors and clients with Jason Wenk and Dasarte Yarnway
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/podcasts
STAY CONNECTED:
Instagram ► https://www.instpagram.com/altruistcorp/
Twitter ► https://twitter.com/altruist
Linkedin ► https://www.linkedin.com/company/altruistcorp/
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The unexpected benefits of getting off the growth hamster wheel with Jeremy Walter
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/ -
Recap: Building a firm that energizes you
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/ -
Building a firm that energizes you with Greg Lessard
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
Customer Reviews
Finally, real talk about growing
Love this show. It’s finally a podcast in this space where they talk about how to actually grow and what advisors are doing or should be doing. It’s also good to hear new voices in the industry. I only wish they posted more.
Pure gold for new RIAs
I was at a large BD for a decade before launching my own RIA. It’s been a struggle and I’ve bought countless courses, books, and webinars. None have been nearly as helpful as this podcast. Hats off to Dasarte and Altruist for all that you’re doing!
If only you were around when I leaped!
Jason & Dasarte:
Congratulations on all of your successes so far and all of those yet to come. I only wish that I had had the guts Dasarte had when he left the bank; I, too, had zero clients when I left an established, independent firm (because I thought I knew enough 🥴) in October 2008…that which doesn’t kill you makes you stronger and wiser, right?
Now I am 14 years solo, possibly mid career and am tired of the IBD/Hybrid space and wondering if there’s a better and your inaugural podcast was inspiring and helpful.
Thank you!
Jim W.
Lancaster PA
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