The Advisor Journey

EPISODE SUMMARY:  Dasarte celebrates Altruist’s fifth birthday and offers a recap of our episode, “Mastering boring before sexy with Jason and Dasarte.” In this quick recap. Dasarte gives three takeaways from the episode he is using to take his firm to the next level. To listen to the full episode, visit www.altruist.com/podcasts/ ABOUT ALTRUIST: We’re on a mission to make financial advice better,...

EPISODE SUMMARY:  Dasarte and Jason share an in-depth conversation about the importance of balancing business metrics with happiness and how advisors should focus on mastering the boring before experiencing the sexy. Jason also reflects on key learnings as he celebrates five years of business for Altruist.  ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and mo...

EPISODE SUMMARY:  Introducing Dasarte’s Table! In this episode series, we will feature the top three learnings from the previous episode while giving our listeners an in-depth view of how host Dasarte Yarnway is applying the learnings to his practice. This week, we are recapping our conversation with DJ Windle and unpacking how he brings in $4.8M in new AUM monthly.  ABOUT ALTRUIST: We’re on a mis...

EPISODE SUMMARY:  DJ Windle of Windle Wealth has grown his firm to over $150M in AUM with little marketing. His firm currently brings in between $4.8M in new AUM per month. His secret? Building sustainable relationships with clients that last for generations. In this episode, DJ Windle shares with us how his focus on the client has led to lasting success for his firm.  ABOUT ALTRUIST: We’re on a m...

EPISODE SUMMARY:  Isaac Presley of Cordant Wealth has helped to build a successful multi-advisor firm with millions in AUM. A part of their secret? Webinars. In this episode, Isaac chats with Jason and Dasarte to discuss the power of webinars and how you can incorporate them into your marketing funnel today.   ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and...

EPISODE SUMMARY:  Chad Castle of Winnow Wealth joins us to discuss the three-step framework that has served as the foundation of his twenty-eight-year career as a financial advisor. Chad examines how to appeal to an incredible niche and what you can do to ensure lasting success with your clients.  ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and more accessi...

EPISODE SUMMARY:  Matthew Jarvis of Jarvis Financial and The Perfect RIA " delivers massive value to financial advisors.” While serving advisors and clients, he has built a system that has led to millions in AUM and a 100-day work year for himself and his family. How has he been able to do it? In this episode, Matthew offers the keys to building a successful practice, community, and life. ABO...

EPISODE SUMMARY:  In this episode, Jason and Dasarte share their secrets to approaching client meetings. From the first meeting to sustaining relationships, they both detail how they have been able to take their firms to the next level by mastering their connections to their clients.  ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and more accessible to everyo...

EPISODE SUMMARY:   In this episode, Jason and Dasarte dive into the brilliant mind of Michael Kitces. From artificial intelligence to advisor tech to content creation, Michael shares best practices for today and useful insights for the future of the advisory space. Whether you’re a seasoned financial advisor striving to stay ahead of the curve or an emerging advisor looking to make your mark, this...

EPISODE SUMMARY:  Justin Castelli of RLS Wealth has built a successful practice that many advisors look to for inspiration. While many advisors seek to grow their practice by adding advisors to their firm, Justin has found a different approach that has led to more freedom and growth for his firm. In this episode, Justin talks extensively about his journey back to solopreneurship, how he currently...

EPISODE SUMMARY: Kurt Halverstadt of The Sullivan Group has worked as a financial advisor for over thirty years. One of his secrets? Retaining clients for several generations. In this episode, Kurt gives three simple steps that can help advisors keep their clients for generations.  ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and more accessible to everyone....

EPISODE SUMMARY: Secure 2.0 has further complicated planning practices for financial advisors. It’s a dense document with so many additions and changes. In this episode, Daniel talks in depth about Secure 2.0, how it impacts advisors, and how to create greater efficiencies as financial planning becomes more complex.  ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordab...

EPISODE SUMMARY:  James Conole of Root Financial has built a successful practice by building a prominent online presence. His YouTube videos have amassed over 260,000 views with over 32.5K subscribers. In the episode, James will talk to us about how he built his YouTube channel, how it has contributed to his growth, and how you can do the same!  ABOUT ALTRUIST: We’re on a mission to make financial...

EPISODE SUMMARY: Starting an RIA can be daunting. Client retention, paperwork, and the dreaded compliance can make starting your own financial advisory business feel overwhelming. A few months ago, we asked advisors what they wish they knew before starting their RIA. In this episode, Jason and Dasate discuss some of the answers, and each shares what they knew before starting their journey.  Check...

EPISODE SUMMARY:  Social media can feel very intimidating for advisors. The number of posts, algorithms, community building, and tracking can be an extra job that’s hard to find time for. Did you know that you can build an entire social media community that converts to clients in just under 5 hours per week? In this episode, Thomas Kopelman shares how he built a community of over 13k followers on...

EPISODE SUMMARY:  On this show we talk a lot about content marketing and how it can benefit advisors. Did you know there is an even simpler way to think about content to grow your RIA? In this episode, Altruist’s Head of Content Will Steiner explains the art and science behind content marketing and the five pillars that can help you scale your firm. You will learn how to create art and employ scie...

Building a marketing funnel is not easy. There are so many ways to build content as an advisor and tracking it back to your business can be a real challenge. Emlen of GenNext Wealth and Onxy Advisor Network has successfully built a growth-focused firm. He has credited much of his success to his ability to gain clients from marketing initiatives. In this episode, Emlen will explain just how to buil...

In 2020, Micheal Kitces conducted a study that showed that advisors who have staff support generate significantly more revenue and income, especially amongst the top advisors. This study showed that one of the keys to growing and scaling your firm was to not only find help but find good help. In this episode, Dasarte and Jason converse in-depth about what it takes to hire effectively and grow whil...

Becky Walsh is the founder of Oak Maple Finance in Burlington, Vermont. Becky recently took the leap of becoming a breakaway advisor and has acquired over $65M in AUM in just under seven months.  In this episode, Becky shares with advisors how to decide to break away, the tech you need to get started, and how to prepare your colleagues for the transition.  Join our mailing list at www.altruist.com...

In this special episode, Emlen Miles-Mattingly and Dasarte Yarnway share the importance of establishing wealth within minority communities by highlighting The Onyx Advisor Network, a  platform they founded for underrepresented advisors. Their work is centered around changing the complexion of wealth and in this episode, they provide helpful insight on how to do just that. In this episode, you will...

Unified Managed Accounts (UMAs) are a powerful tool for advisors. UMAs offer fiercely independent advisors more personalized and customizable models to help elevate their business.  In this episode, Altruist's Head of Investments will share strategies on how to leverage Unified Managed Accounts so that you can create fully customizable portfolios, save time, cut costs, and better serve your c...

EPISODE SUMMARY: David Hicks is a Partner and Investment Advisor at Oakmont Advisory. Oakmont has been serving the retirement community in New Mexico for over fifty years, David credits a large part of their success to developing a recognizable and authentic brand. In this episode, David shares the keys to developing a brand and how this can set you apart as an RIA.  ABOUT ALTRUIST: We’re on a mis...

Kiplinger Wealth Advisors, founded in 1999 by Brad Kiplinger, eclipsed $100m in AUM in 2021. The firm has steadily added $10-12m per year for the past 4 years and lead flow is showing no sign of slowing down. While the firm does serve a wide array of clients, Tyler Purcell has a focus on a less traditional niche; millennials. In this episode, Tyler Purcell joins us to share the importance of never...

The end of the year is a common time to think about life, resolutions, commitments, and deliverables. It is also the time for advisors to think about the industry as a whole and what can be done to improve the following year.  In this episode, Jason chats with Yohance Harrison to discuss the industry's current state, disruptive trends, and the three most significant pain points advisors shoul...

Yohance Harrison, CEO of Money Script Wealth Management, has built a successful firm with over 300 households. Over 2/3 of his current book of business can be traced back to just one person. In this episode, Yohance will teach us the fundamentals of building a referrable practice  and how to create an automated system that will keep clients engaged and eager to refer their associates to you.   ABO...