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.
Podcasting since 2022 • 115 episodes
The Advisor Journey
Latest Episodes
Building Beyond the Founder: Gideon Drucker on Growth, Content, and Creating an Enduring Firm
Gideon Drucker didn’t set out to simply maintain a successful practice. He wanted to build something that could grow beyond any one person.In this episode of The Advisor Journey, Gideon, president of Druc...
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35:42
Growth on Your Terms: Aaron Sherman on Independence
Aaron Sherman has never been interested in chasing growth for growth’s sake.In this episode of The Advisor Journey, Aaron, president of Odyssey Group Wealth Advisors, shares how his firm chose a slower, m...
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34:18
From $140M to $3B: How Manish Khatta Built Potomac Through Focus, Risk, and Relentless Execution
Manish Khatta took over Potomac in 2017 with a $3M SBA loan, two young kids, and a firm that soon dropped from $185M to $140M in assets. Today, Potomac manages more than $3B.In this episode of The Advisor Journey
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39:07
Choosing a Life That Feels Alive: Khe Hy on Clarity, Courage, and Building Work You Believe In
Khe Hy spent 15 years rising through the ranks on Wall Street, eventually becoming one of BlackRock’s youngest managing directors. Then he walked away.In this episode of The Advisor Journey, Khe shares ho...
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37:53
Scaling Through Smart Marketing: How Aaron Cirksena Built a High-Growth Virtual Firm
Aaron Cirksena built one of the fastest-growing virtual advisory firms in the country by treating marketing like a real business function, not an afterthought.In this episode of The Advisor Journey, Aaron shares how he ...
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30:36