بهترین پادکست های Jason Wenk (2024)

1
Helping Clients Ignore the Noise with John Prendergast 34:02

4d ago34:02

34:02

Clients are bombarded with investment information 24/7. How can advisors make sure their messaging is getting through? John Prendergast, founder of Blueleaf, joins The Advisor Journey for a wide ranging discussion about his experience building wealth management software, the problems advisors face as they scale, and how to manage client relations a…

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Identifying a Niche Client Profile with Thomas Cook 23:05

16d ago23:05

23:05

Thomas Cook founded his firm, Retire to Tellico, after identifying a niche in his community that could benefit from quality financial advice and planning. Thomas joins Dasarte on The Advisor Journey for a wide-ranging discussion about starting his firm from scratch, the notion of operating with an “abundance mindset,” and strategies for serving a w…

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The Greatest Barrier to Change in the World of Financial Advice 42:37

1M ago42:37

42:37

In this special host-only episode of The Advisor Journey, Jason Wenk and Dasarte Yarnway break down the key obstacle that’s holding back many advisors from evolving their businesses to be more efficient and create better client outcomes. Plus, they cover helpful practice management tips around hiring (and firing), retention, listening, and feedback…

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Modern Fixed Income with Dylan Parker and Anish Karyat of Moment 43:20

2M ago43:20

43:20

In this episode of The Advisor Journey, we sit down with Dylan Parker and Anish Karyat from Moment to delve into the intricacies of fixed-income investing and to make an exciting announcement about fixed income opportunities on the Altruist platform. As the financial landscape shifts with rising interest rates and inflation, Dylan and Anish share t…

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Mastering the Basics of Advisor Marketing With Altruist’s Marketing Leaders 35:37

2M ago35:37

35:37

Altruist’s VP of Marketing, Chris Hiestand, and Head of Content, Will Steiner, join The Advisor Journey to talk about all things advisor marketing, from the key principles that drive marketing success, to specific strategies that advisors can deploy to boost their marketing game. Plus, Chris and Will offer their must-hear hot takes about what matte…

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You’re Invited! Altruist Academy Los Angeles! 0:51

2M ago0:51

0:51

Say goodbye to boring conferences and hello to an intentional and community-driven atmosphere where connection, learning, and innovation thrive. Experience peer-led sessions covering timely and relevant information, happy hours, and curated networking opportunities. Dive deep into three core themes: enhancing your planning skills, growing your busi…

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The Advisor Journey Live: Mastering the Details: Achieving Operational Excellence in Your RIA 36:25

2M ago36:25

36:25

Listen in for a dynamic live discussion on enhancing your RIA’s operational efficiency. Featuring experts Angel Williams of Beck Bode, Charesse Spiller of Get Level Best, and Saundra Davis, MSFP of Sage Financial Solutions, this episode delves into practical strategies for optimizing processes, automation, and boosting client satisfaction. Discover…

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Marketing to Your Ideal Niche: Taylor Schulte’s Blueprint 35:52

3M ago35:52

35:52

Taylor Schulte, a renowned financial advisor and founder of Define Financial, joins The Advisor Journey to share a masterclass on advisor marketing strategies and to address some common mistakes advisors make. For example, is trying to serve a wide range of clients and blast your message out on as many channels as possible a winning approach? Taylo…

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Recap: The Power of Storytelling and Personalization 16:52

3M ago16:52

16:52

In this episode, Dasarte takes a deep dive into the key insights and strategies shared by Stoy Hall during our recent conversation. He highlights the transformative power of storytelling in the financial advising space and how these techniques can be applied to enhance client relationships and practice growth. ABOUT ALTRUIST: We’re on a mission to …

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The Power of Storytelling and Personalization in Practice with Stoy Hall‬ ‭ 25:31

3M ago25:31

25:31

Join us as Stoy Hall shares transformative storytelling techniques for financial advisors and shares how implementing these tools can help elevate your practice. Discover how to tailor your communication and services to various client profiles through compelling narratives and personalized advice. In this episode, you’ll learn: • Techniques for und…

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Recap: Becoming a Visionary Leader with Bill McNabb 17:10

4M ago17:10

17:10

In this episode, Dasarte recaps his favorite takeaways from our conversation with the legendary Bill McNabb. 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 …

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Becoming a Visionary Leader with Bill McNabb‬ ‭ 46:53

4M ago46:53

46:53

For advice about leading a successful career in the financial services industry, it’s hard to find a better source than Bill McNabb, former CEO and Chairman of Vanguard. Bill joins The Advisor Journey to discuss his career trajectory, what it takes to be a leader, and how to build robust and resilient teams. ABOUT ALTRUIST: We’re on a mission to ma…

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Recap: Strategies to Maximize After-Tax Returns‬ ‭ 10:48

4M ago10:48

10:48

Dasarte recaps our episode with Altruist’s Head of Investments, Adam Grealish about the significant–often overlooked–value of tax management. In the initial episode, Adam unpacks strategies with the potential to improve clients’ after-tax, after-fee returns to the tune of 1-2% per year. The discussion also includes an overview of Altruist’s forthco…

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Using Digital EQ to Scale Your Practice with Sheri Fitts‬ ‭ 41:03

5M ago41:03

41:03

As an advisor, how do you wield your digital influence? And how do you do it in an emotionally intelligent way? Industry expert Sheri Fitts joins us for an exclusive conversation with Jason and Dasarte. In this episode, she breaks down the importance of digital EQ and explains how advisors can use it to take their firms to the next level. Want to h…

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Strategies to Maximize After-Tax Returns with Altruist’s Adam Grealish 31:39

5M ago31:39

31:39

In this episode, Altruist’s Head of Investments, Adam Grealish, joins Jason and Dasarte for a conversation about the significant–often overlooked–value of tax management. Adam unpacks strategies with the potential to improve clients’ after-tax, after-fee returns to the tune of 1-2% per year. The discussion also includes an overview of Altruist’s fo…

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Recap: Mastering Investment Principles, Overcoming Challenges, and Radical Honesty 11:40

5M ago11:40

11:40

Dasarte recaps our conversation with Ben Beck, the co-founder of Beck Bode. Dasarte highlights three important take aways for all advisors and explains how you can apply the idea of radical honesty to your firm. ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-i…

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Mastering Investment Principles, Overcoming Challenges, and Radical Honesty for Exponential Growth with Ben Beck 39:10

6M ago39:10

39:10

In this episode, Ben Beck, the co-founder of Beck Bode, explores the strategies that have fueled his firm’s impressive growth. He highlights the transformative role of radical honesty in cultivating trust and enduring client relationships, which has been pivotal in driving exponential growth. Ben shares compelling stories and lessons from his journ…

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Recap: Operational Tactics for Optimal Success 14:20

6M ago14:20

14:20

In this episode, Dasarte offers a detailed recap of his insightful conversation with Charesse Spiller, the founder of Level Best. He explores Charesse's groundbreaking H.O.T. framework for achieving operational excellence. Dasarte unpacks the intricacies of this theory and provides practical, actionable strategies for seamlessly integrating these p…

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Operational Tactics for Optimal Success with Charesse‬‭ Spiller‬ ‭ 28:28

6M ago28:28

28:28

In this episode, we're joined by Charesse Spiller, founder of Level Best, to explore the transformative power of operational excellence. Charesse dives deep into the principles and strategies that underpin a smoothly functioning business operation. She illustrates how streamlining workflows, refining processes, and fostering a culture of efficiency…

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TAJ Live:‬‭ Mastering the Art of Client Relationships‬ ‭ 56:50

6M ago56:50

56:50

On this live episode of The Advisor Journey, host Dasarte Yarnway is joined by guests Wes White of Patriot Wealth, Alex Newman of Grape Wealth Management, and Jason Ray of Zenith Wealth for a dynamic conversation on the unexpected, powerful ways to reach new levels of client trust. ABOUT ALTRUIST: We’re on a mission to make financial advice better,…

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Inside Altruist's Fee Schedule Saga‬ ‭ 28:12

7M ago28:12

28:12

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 AL…

1
Recap: Getting off the growth hamster wheel with Jeremy Walter 8:50

7M ago8:50

8:50

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. O…

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How Altruist Cash solves the cash management dilemma for advisors and clients with Jason Wenk and Dasarte Yarnway 18:43

8M ago18:43

18:43

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…

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The unexpected benefits of getting off the growth hamster wheel with Jeremy Walter 46:48

8M ago46:48

46:48

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 under…

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Recap: Building a firm that energizes you 13:07

8M ago13:07

13:07

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. ABO…

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Building a firm that energizes you with Greg Lessard 36:52

8M ago36:52

36:52

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 succ…

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Recap: Beyond $100M with Jason and Dasarte 13:20

9M ago13:20

13:20

Dasarte recaps his discussion with Jason on what to do beyond $100M. In this episode, he provides three key takeaways for a practical guide for advisors on the complexities of expanding their firm efficiently. ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-…

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Beyond $100M: unexpected challenges (and solutions) to building a bigger firm with Jason and Dasarte 46:07

9M ago46:07

46:07

Jason Wenk and Dasarte Yarnway discuss scaling a firm beyond $100 million, focusing on client service, team expansion, and compliance. They offer insights into managing growth, marketing, and hiring strategies. The episode serves as a practical guide for advisors on the complexities of expanding their firm efficiently. ABOUT ALTRUIST: We’re on a mi…

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Recap: Storytelling Secrets to Unleash Exponential Growth with Steve Sanduski 14:34

9M ago14:34

14:34

Dasarte recaps a powerful episode with Financial Advisor Coach, Steve Sanduski. In this episode, he recounts his top three takeaways from last week's episode and the one piece of advice that can lead to elevated business practices, mental wellbeing, and growth for your firm. ABOUT ALTRUIST: We’re on a mission to make financial advice better, more a…

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Storytelling Secrets to Unleash Exponential Growth with Steve Sanduski 43:11

9M ago43:11

43:11

Financial Advisor Coach Steve Sanduski shares powerful learnings from his experiences helping grow a corporate RIA from $0 to $1.8 billion and coaching countless advisors in building authentic practices. This episode is packed with a-ha moments around storytelling, content creation, and keys to creating a sustainable practice as an independent advi…

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Recap: The Three Big Predictions for 2024 15:29

9M ago15:29

15:29

Dasarte recaps insightful reflections, highlights, and learnings from top episodes of 2023. In last week’s episode, Jason and Dasarte offer advisors a bold forecast for new trends in the year to come and dive into the success that comes from a "think big, operate small" mentality. ABOUT ALTRUIST: We’re on a mission to make financial advice better, …

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The Three Big Predictions for 2024 48:23

10M ago48:23

48:23

Join Jason and Dasarte for insightful reflections, highlights, and learnings from top episodes of 2023. They offer advisors a bold forecast for new trends in the year to come and dive into the success that comes from a "think big, operate small" mentality. For lovers of sports metaphors, this episode will not disappoint. ABOUT ALTRUIST: We’re on a …

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Recap: Navigating the Future with AI in Finance with Jason and Dasarte 13:32

10M ago13:32

13:32

EPISODE SUMMARY: Dasarte recaps a powerful conversation with him and Jason on the ethical considerations surrounding AI in finance and how financial advisors can balance technology and the human touch. 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 plat…

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Navigating the AI Future for RIAs and More with Jason and Dasarte 31:32

10M ago31:32

31:32

Jason and Dasarte discuss the ethical considerations surrounding AI in finance and how financial advisors can balance technology and the human touch. The hosts also share practical insights on how advisors can integrate AI seamlessly into their practices, unlocking new avenues for growth and client satisfaction. ABOUT ALTRUIST: We’re on a mission t…

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Making Financial Advice Better, More Affordable, and Accessible to Everyone with Jason Wenk 37:38

11M ago37:38

37:38

Join Altruist's Founder and CEO, Jason Wenk, for a candid retrospective and a glimpse into Altruist's future. This keynote, from Altruist’s Advisor Summit, promises a behind-the-scenes look at the product roadmap and strategies set to unfold in 2024 and beyond. ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and…

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Dasarte’s Table: How to avoid a harmful thing that advisors are (unknowingly) doing to their clients 13:09

11M ago13:09

13:09

Host Dasarte Yarnway recaps our episode, gets candid on his “why” for being a financial advisor, and what a financial advisor can do to find their why and better serve their clients. 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 exclusiv…

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How to avoid a harmful thing that advisors are (unknowingly) doing to their clients with Saundra Davis and Emlen Miles Mattingly 28:38

11M ago28:38

28:38

EPISODE SUMMARY: The best advisors can navigate the emotional nuances of client relationships with compassion and curiosity. Unfortunately, when financial professionals mistake discovery meetings for data-gathering meetings, they begin the planning process without clearly understanding the client’s “why.” In this episode, Saundra Davis of Sage Fina…

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Dasarte’s Table: the keys to 99% client retention and high volume referrals RECAP 22:25

12M ago22:25

22:25

EPISODE SUMMARY: Dasarte recaps our conversation with Brandon Gratez of Gratez Wealth. In this episode, Dasarte breaks down the top three takeaways and what RIAs can do to maintain a 99% client retention rate. ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-…

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Growing through Acquisition: the keys to 99% client retention and high volume referrals with Brandon Graetz 48:07

12M ago48:07

48:07

EPISODE SUMMARY: Brandon Graetz joins Jason and Dasarte to discuss how providing top-notch service to acquired clients has helped him build a firm that now grows entirely through referrals. He demonstrates the value of mastering the fundamentals of client service – and the positive impact this has on the economics of an acquisition. ABOUT ALTRUIST:…

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Dasarte’s Table: Mastering boring before sexy with Jason and Dasarte RECAP 22:25

1y ago22:25

22:25

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…

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Mastering the boring before the sexy with Jason and Dasarte 27:50

1y ago27:50

27:50

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 …

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Introducing Dasarte’s Table: How DJ Windle brings in $4.8M per month RECAP 20:17

1y ago20:17

20:17

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…

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How DJ Windle brings in $4.8M in new AUM every month 44:02

1y ago44:02

44:02

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 su…

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The unexpected tool that led to millions in AUM with Isaac Presley 36:45

1y ago36:45

36:45

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 mak…

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The simple approach that led to 28 years as a financial advisor with Chad Castle 38:27

1y ago38:27

38:27

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 …

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How an 100-day work year led to millions in AUM with Matthew Jarvis 47:42

1y ago47:42

47:42

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 s…

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How to approach client meetings with Jason and Dasarte 33:08

1y ago33:08

33:08

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…

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Content creation, AI, AdvisorTech, and more with Michael Kitces 1:01:58

1+ y ago1:01:58

1:01:58

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 …

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The simple framework that led to more freedom and growth with Justin Castelli 47:21

1+ y ago47:21

47:21

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 j…

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The three steps that led to over thirty years as a financial advisor with Kurt Halverstadt 48:22

1+ y ago48:22

48:22

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, …

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پادکست های Jason Wenk

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