Best Jason Wenk Podcasts (2024)

1
Using Digital EQ to Scale Your Practice with Sheri Fitts‬ ‭ 41:03

1h ago41:03

41:03

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 hear more from Sheri? Check out her upcoming conference SWAYLive at https://swaylive.sherifitts.com/swaylive2024 …

1
Strategies to Maximize After-Tax Returns with Altruist’s Adam Grealish 31:39

4d 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…

1
Recap: Mastering Investment Principles, Overcoming Challenges, and Radical Honesty 11:40

23d 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…

1
Mastering Investment Principles, Overcoming Challenges, and Radical Honesty for Exponential Growth with Ben Beck 39:10

1M 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…

1
Recap: Operational Tactics for Optimal Success 14:20

1M 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…

1
Operational Tactics for Optimal Success with Charesse‬‭ Spiller‬ ‭ 28:28

2M 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…

1
TAJ Live:‬‭ Mastering the Art of Client Relationships‬ ‭ 56:50

2M 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,…

1
Inside Altruist's Fee Schedule Saga‬ ‭ 28:12

3M 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

3M 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…

1
How Altruist Cash solves the cash management dilemma for advisors and clients with Jason Wenk and Dasarte Yarnway 18:43

3M 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…

1
The unexpected benefits of getting off the growth hamster wheel with Jeremy Walter 46:48

3M 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…

1
Recap: Building a firm that energizes you 13:07

4M 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…

1
Building a firm that energizes you with Greg Lessard 36:52

4M 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…

1
Recap: Beyond $100M with Jason and Dasarte 13:20

4M 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-…

1
Beyond $100M: unexpected challenges (and solutions) to building a bigger firm with Jason and Dasarte 46:07

4M 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…

1
Recap: Storytelling Secrets to Unleash Exponential Growth with Steve Sanduski 14:34

5M 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…

1
Storytelling Secrets to Unleash Exponential Growth with Steve Sanduski 43:11

5M 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…

1
Recap: The Three Big Predictions for 2024 15:29

5M 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, …

1
The Three Big Predictions for 2024 48:23

5M 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 …

1
Recap: Navigating the Future with AI in Finance with Jason and Dasarte 13:32

6M 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…

1
Navigating the AI Future for RIAs and More with Jason and Dasarte 31:32

6M 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…

1
Making Financial Advice Better, More Affordable, and Accessible to Everyone with Jason Wenk 37:38

6M 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…

1
Dasarte’s Table: How to avoid a harmful thing that advisors are (unknowingly) doing to their clients 13:09

7M 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…

1
How to avoid a harmful thing that advisors are (unknowingly) doing to their clients with Saundra Davis and Emlen Miles Mattingly 28:38

7M 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…

1
Dasarte’s Table: the keys to 99% client retention and high volume referrals RECAP 22:25

7M 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-…

1
Growing through Acquisition: the keys to 99% client retention and high volume referrals with Brandon Graetz 48:07

8M 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:…

1
Dasarte’s Table: Mastering boring before sexy with Jason and Dasarte RECAP 22:25

8M 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…

1
Mastering the boring before the sexy with Jason and Dasarte 27:50

8M 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 …

1
Introducing Dasarte’s Table: How DJ Windle brings in $4.8M per month RECAP 20:17

8M 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…

1
How DJ Windle brings in $4.8M in new AUM every month 44:02

9M 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…

1
The unexpected tool that led to millions in AUM with Isaac Presley 36:45

9M 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…

1
The simple approach that led to 28 years as a financial advisor with Chad Castle 38:27

9M 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 …

1
How an 100-day work year led to millions in AUM with Matthew Jarvis 47:42

10M 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…

1
How to approach client meetings with Jason and Dasarte 33:08

10M 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…

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

11M 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 …

1
The simple framework that led to more freedom and growth with Justin Castelli 47:21

11M 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…

1
The three steps that led to over thirty years as a financial advisor with Kurt Halverstadt 48:22

12M 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, …

1
Uncomplicating the Secure 2.0 Act and better efficiencies to financial planning with Right Capital's Daniel Gregoire 36:14

1y ago36:14

36:14

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 missi…

1
How optimizing YouTube led to $220M in AUM with James Conole 43:42

1y ago43:42

43:42

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! ABOU…

1
Nine things advisors wish they knew before starting their RIA with Jason Wenk and Dasarte Yarnway 33:18

1y ago33:18

33:18

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 wha…

1
How Twitter led to an additional $18k per month in just 14 months with Thomas Kopelman 43:14

1y ago43:14

43:14

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 h…

1
The art and science of content marketing - Five strategies from Altruist's Head of Content 29:38

1y ago29:38

29:38

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.…

1
The ‘How-Tos’ of marketing funnels for expansive RIA growth with Emlen Miles-Mattingly 36:25

1y ago36:25

36:25

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…

1
How Jason Wenk quadrupled AUM for his RIA businesses 46:16

1+ y ago46:16

46:16

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 abo…

1
How breaking away quickly led to $65M in AUM with Becky Walsh 35:02

1+ y ago35:02

35:02

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 trans…

1
Changing the Complexion of Wealth with Emlen Miles-Mattingly 26:11

1+ y ago26:11

26:11

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 …

1
Maximizing the power of UMAs with Altruist's Adam Grealish 20:13

1+ y ago20:13

20:13

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, s…

1
How building a brand led to over 50 years of business with David Hicks 47:36

1+ y ago47:36

47:36

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 yo…

1
How millennials added to over $100M in AUM with Tyler Purcell 36:52

1+ y ago36:52

36:52

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…

1
2022 Year End: The State of the Industry with Jason Wenk 28:52

1+ y ago28:52

28:52

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…

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Jason Wenk Podcasts

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