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Changing the Complexion of Wealth with Emlen Miles-Mattingly

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Content provided by Jason Wenk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Wenk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 hear: what the Onyx Advisor Network is, the importance of "changing the complexion of wealth", and what you can do to get involved today.

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.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

RESOURCES IN EPISODE:

Altruist

ADDITIONAL EPISODE RESOURCES

RIA Launch Kit

For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey on Apple Podcast, Spotify, or wherever you listen to podcasts.

ABOUT 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.

Disclaimer:

The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation. © 2023 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

ABOUT 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.

Disclaimer:

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

  continue reading

75 episodes

Artwork
iconShare
 
Manage episode 356080927 series 3331311
Content provided by Jason Wenk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Wenk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 hear: what the Onyx Advisor Network is, the importance of "changing the complexion of wealth", and what you can do to get involved today.

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.instagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

RESOURCES IN EPISODE:

Altruist

ADDITIONAL EPISODE RESOURCES

RIA Launch Kit

For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey on Apple Podcast, Spotify, or wherever you listen to podcasts.

ABOUT 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.

Disclaimer:

The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation. © 2023 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

ABOUT 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.

Disclaimer:

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

  continue reading

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