• The Advisor Journey

  • By: Altruist
  • Podcast
The Advisor Journey By cover art

The Advisor Journey

By: Altruist
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  • Summary

  • 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.
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Episodes
  • Inside Altruist's Fee Schedule Saga‬ ‭

    Inside Altruist's Fee Schedule Saga‬ ‭
    Apr 15 2024

    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 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.instpagram.com/altruistcorp/

    Twitter ► https://twitter.com/altruist

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

    RESOURCES IN EPISODE:

    Altruist

    For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www.

    altruist.com/podcasts, 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:

    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.
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    28 mins
  • Recap: Getting off the growth hamster wheel with Jeremy Walter

    Recap: Getting off the growth hamster wheel with Jeremy Walter
    Apr 3 2024

    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. 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.instpagram.com/altruistcorp/

    Twitter ► https://twitter.com/altruist

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

    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.
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    9 mins
  • How Altruist Cash solves the cash management dilemma for advisors and clients with Jason Wenk and Dasarte Yarnway

    How Altruist Cash solves the cash management dilemma for advisors and clients with Jason Wenk and Dasarte Yarnway
    Mar 27 2024
    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.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/podcastsSTAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/Twitter ► https://twitter.com/altruistLinkedin ► https://www.linkedin.com/company/altruistcorp/RESOURCES IN EPISODE:AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www.altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts. Altruist Financial LLCThe Annual Percentage Yield (“APY”) for the Altruist Cash accounts (“Altruist Cash”) is variable and may change at any time. The amount of interest you will receive on your deposits will vary based on a number of factors. Accrued interest is paid on the last business day of the month directly into the Altruist Cash account. View our disclosures to learn more.Altruist Cash is offered through a separate account at Altruist Financial LLC (“Altruist Financial”) that is opened solely for participation in Altruist Cash. Neither Altruist Financial nor any of its affiliates are banks. Altruist Financial deposits cash in the Altruist Cash account  with one or more banks ("Program Banks" see the Altruist Financial LLC Participating Bank List on altruist.com/legal for list) that accept and maintain such deposits. Through Altruist Cash, clients' cash is deposited into Program Banks where the cash earns a variable interest rate and is eligible for FDIC insurance. Cash is not eligible for FDIC insurance until the cash is deposited at the Program Banks. Cash in the Altruist Cash account that is awaiting to be deposited in, and cash in transit to or from, Program Banks, may not be eligible for coverage under SIPC. SIPC coverage does not apply to cash deposited with Program Banks. FDIC insurance is limited to $250,000 per depositor, per FDIC-insured bank, per ownership category and is subject to conditions. More information can be found in the Altruist Cash Disclosure Statement and the Altruist Financial LLC Participating Bank List, both available on altruist.com/legal. FDIC coverage can be impacted by several things, including but not limited to deposit capacity at a Program Bank and/or if a client holds cash at a Program Bank, including through this or additional sweep programs. Clients are responsible for monitoring their total assets at each of the Program Banks, whether through Altruist Financial accounts or accounts with other financial intermediaries, to determine the extent of available FDIC insurance coverage in accordance with FDIC rules. For more information on FDIC insurance coverage, please visit FDIC.gov.  Deposits to Altruist Cash made prior to specified cutoff times, will be deposited with Program Banks same day. Any deposits made after the cutoff time will be deposited with Program Banks the following business day. Cash deposited via ACH or Check may take three (3) or more business days for the funds to become available for deposit. Customers can initiate withdrawals at any time from the Altruist Cash account. View our disclosures to learn more. Clients should carefully review the information provided on altruist.com/legal to determine whether Altruist Cash is an appropriate product for their specific financial needs. Retail clients must work with a Registered Investment Advisor to open an Altruist Cash account. Securities trading is not possible in the Altruist Cash account. 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. ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who...
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    19 mins
Leadership Economics Personal Finance
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