The Advisor Journey

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The Advisor Journey

Altruist

116 episodes

3 days ago

Brian Portnoy believes that great financial advice starts long before portfolios and performance. It starts with understanding what actually matters to people. In this episode of The Advisor Journey, Brian, founder of Shaping Wealth and author of The Geometry of Wealth, shares how behavioral finance, psychology, and purpose-driven conversations can transform the advisor-client relationship. He introduces the concept of “funded contentment,” the idea that true wealth is the ability to underwri...

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Entrepreneurship

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Brian Portnoy believes that great financial advice starts long before portfolios and performance. It starts with understanding what actually matters to people. In this episode of The Advisor Journey, Brian, founder of Shaping Wealth and author of The Geometry of Wealth, shares how behavioral finance, psychology, and purpose-driven conversations can transform the advisor-client relationship. He introduces the concept of “funded contentment,” the idea that true wealth is the ability to underwri...

Show more...

Entrepreneurship

Episodes (20/116)

The Advisor Journey

Funded Contentment: Brian Portnoy on Money, Meaning, and Better Advice

Brian Portnoy believes that great financial advice starts long before portfolios and performance. It starts with understanding what actually matters to people. In this episode of The Advisor Journey, Brian, founder of Shaping Wealth and author of The Geometry of Wealth, shares how behavioral finance, psychology, and purpose-driven conversations can transform the advisor-client relationship. He introduces the concept of “funded contentment,” the idea that true wealth is the ability to underwri...

1 week ago

32 minutes

The Advisor Journey

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 Drucker Wealth, shares how he helped transform a founder-led, rainmaker model into a planning-first, ensemble firm managing more than $1B in assets. He walks through the early years of putting in the reps, finding his own voice, and building a client base from scratch, even while stepping into a...

2 weeks ago

35 minutes

The Advisor Journey

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, more intentional path—one centered on deep client relationships, long-term clarity, and values-led decision-making. Aaron walks through his journey from Commonwealth to full independence, the decision to register his own RIA, and why control and alignment mattered more than speed. He also exp...

3 weeks ago

34 minutes

The Advisor Journey

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, Manish shares the real story behind that growth — the bets he made, the setbacks he fought through, and the discipline that shaped his leadership. He talks about the importance of understanding your P&L, reinvesting aggressively, building a content-first brand, and hiring peopl...

3 weeks ago

39 minutes

The Advisor Journey

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 how he traded a high-status career for a life aligned with his values. He talks about the immigrant work ethic that shaped him, the internal voice advisors often battle, and the “magic window” that led him to prioritize fatherhood. Khe reflects on building RadReads, developing an executive coa...

4 weeks ago

37 minutes

The Advisor Journey

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 went from a one-man shop to a multi-advisor, fully remote firm by mastering paid digital marketing, tracking key metrics, and building a repeatable system for growth. He breaks down the early days of hustling for business, the moment he discovered scalable digital funnels,...

1 month ago

30 minutes

The Advisor Journey

Building Tempo: How Tim Farley Launched a $700M Firm Built on Trust and Teamwork

Tim Farley has spent over a decade shaping what great advisory leadership looks like. In this episode of The Advisor Journey, Tim Farley, founding principal of Tempo Wealth, shares the story behind launching a new RIA with his two business partners, Bernie Garrah and Corbin Blackburn, that quickly grew to manage more than $700 million in client assets. He explains how genuine relationships, deep specialization, and a client-first mindset helped him and his partners build a firm defined by tru...

1 month ago

33 minutes

The Advisor Journey

Inside Hazel: How Altruist Is Shaping the Future of Advisor Technology

Advisors spend nearly half their time on tasks that take them away from clients. Hazel was built to change that. In this episode of The Advisor Journey, Dasarte sits down with Altruist’s Gokul Ramanathan and Fernando San Martín to share how Hazel, Altruist’s new AI-powered assistant, is helping advisors work smarter and focus on what matters most. They discuss Hazel’s origins, its role in simplifying advisor workflows, and the standards that keep client data secure. From automating meeting pr...

1 month ago

28 minutes

The Advisor Journey

Building with Intention: How Danika Waddell Merged Vision, Values, and Growth

Danika Waddell’s journey from solo founder to firm leader is a masterclass in intentional growth. In this episode of The Advisor Journey, Danika—founder of Zena Financial Planning—shares how she built a practice centered on professional women in tech, the lessons learned from evolving her business model, and what it takes to create lasting partnerships. From starting her firm in 2020 to merging with another RIA five years later, Danika opens up about the realities of entrepreneurship, why she...

1 month ago

34 minutes

The Advisor Journey

From Chaos to Clarity: How Cameo Roberson Helps Advisors Build Sustainable Firms

Cameo Roberson has made it her mission to rescue advisors from operational chaos. In this episode of The Advisor Journey, Cameo—founder and managing partner of Atlas Park Consulting—shares how she helps growing advisory firms build infrastructure, clarity, and confidence as they evolve from practitioners to business owners. With over 20 years of experience in wealth management, Cameo brings a unique lens to operations—helping advisors reclaim time, strengthen decision-making, and design syste...

1 month ago

42 minutes

The Advisor Journey

When Growth Isn’t Enough: The Turning Point in Shawn Tydlaska’s Journey

Shawn Tydlaska built the kind of firm most advisors dream about—steady referrals, a growing team, and over $1 million in annual revenue. But behind the milestones was a different story. In this episode of The Advisor Journey, Shawn sits down with Dasarte to talk about what happens after you hit every goal and still feel stuck. He opens up about burnout, redefining success, and the decision to stop drinking—an act that forced him to face the parts of himself he’d buried beneath constant work. ...

1 month ago

34 minutes

The Advisor Journey

Money Together: Building Wealth, Partnership, and Purpose with Doug & Heather Boneparth

Doug and Heather Boneparth are redefining what it means to build wealth together. In this episode of The Advisor Journey, the founders of BoneFide Wealth share how partnership in both life and business has shaped their approach to advising clients and leading a modern firm. They discuss the lessons behind their new book Money Together, their experience transitioning over $100M in assets to Altruist, and how the right technology can strengthen client relationships. Doug and Heather reflect on ...

1 month ago

36 minutes

The Advisor Journey

Redefining Wealth: How Ami Shah is Transforming Financial Advice for First-Generation Families

Ami Shah has one mission: to change the way families experience financial advice. In this episode of The Advisor Journey, Ami Shah, co-founder and CEO of Steward, shares how her path from McKinsey and Facebook led her to build a firm designed for first-generation wealth builders. She opens up about the personal story that sparked her calling, the operational systems that fueled Steward’s $60M growth, and how her “CORE” framework (Confident, Organized, Relieved, Engaged) helps families feel in...

2 months ago

39 minutes

The Advisor Journey

Building for the Long Game: Doug & Heather Boneparth on Money, Marriage, and the Future of Advice

In this special The Advisor Journey episode recorded live from Futureproof, Altruist founder and CEO Jason Wenk sat down with Doug and Heather Boneparth of Bone Fide Wealth to talk about their firm’s transition to Altruist, the evolution of independence in wealth management, and their new book, Money Together. Doug and Heather shared how they’ve built a firm centered on the next generation of clients; high-achieving millennials and Gen Z professionals—by rethinking technology, experience, and...

2 months ago

31 minutes

The Advisor Journey

How FINNY is Redefining Advisor Growth with AI

Eden Ovadia, co-founder and CEO of Finny, joins The Advisor Journey live from Future Proof 2025 to share how her team is tackling one of the industry’s most pressing challenges: organic growth. Before starting FINNY, Eden worked in private equity and M&A at Boston Consulting Group, where she saw firsthand how unsustainable acquisition-driven growth had become for advisory firms. That experience sparked her vision for FINNY: a platform that uses AI and machine learning to make client acqui...

3 months ago

18 minutes

The Advisor Journey

From Zero to Future Proof: Nyle Bayer on Building Events, Brands, and Communities

Nyle Bayer, CMO of Future Proof, joins The Advisor Journey to share how he helped turn a bold idea into one of the most innovative events in wealth management. Drawing from his background as an advisor and now event builder, Nyle explains the principles behind Future Proof’s growth, from creating unforgettable experiences to engineering meaningful networking opportunities. He breaks down what advisors can learn from world-class event marketing—why product quality comes first, how every touchp...

4 months ago

40 minutes

The Advisor Journey

Trust Is the New Currency: Torie Happe on Tax Planning That Wins Clients

Torie Happe, Head of Partnerships at Holistiplan, joins The Advisor Journey to discuss how tax planning has become a cornerstone of modern wealth management and why advisors leveraging tools like Holistiplan stand out in today’s competitive landscape. In this engaging episode, Torie shares Holistiplan’s journey from a grassroots solution with just a few thousand users to a platform now serving over 50,000 advisors. She explains how the tool empowers advisors to deliver “aha moments” for clien...

4 months ago

33 minutes

The Advisor Journey

Niching, Authentic Marketing & Lasting Client Relationships with Cathy Curtis

Cathy Curtis, founder of Curtis Financial Planning, joins The Advisor Journey to unpack how she built a thriving advisory practice focused exclusively on serving single women, sustaining steady growth for over two decades. In this insightful conversation, Cathy shares the pivotal shift she made after floundering as a generalist, and how committing to a clearly defined niche accelerated her success. She breaks down practical marketing strategies—combining compelling digital branding with inten...

4 months ago

35 minutes

The Advisor Journey

Building a Firm on Your Own Terms: Kevin Thompson’s Journey to Independence

Kevin Thompson, former MLB player and founder of 9Innings Capital Group, joins The Advisor Journey to share his experience transitioning from professional baseball into financial advisory and his strategic approach to building an independent advisory firm. Kevin discusses his intentional shift away from commission-based products toward holistic financial planning driven by authentic client relationships and values alignment. In this candid conversation, Kevin explores common challenges adviso...

5 months ago

29 minutes

The Advisor Journey

Why Most Advisor Brands Disappoint: Emily Binder Shares 3 Ways to Get it Right

Emily Binder, founder of Beetle Moment Marketing and WealthVoice, returns to The Advisor Journey to share her deep expertise in financial services marketing. Emily dives into the critical shifts she's witnessed over her eight years in the industry, emphasizing the democratization of content creation and the evolving landscape shaped by short-form video and social media. In this insightful episode, Emily highlights why authenticity and distinctiveness are more crucial than ever, detailing prac...

5 months ago

34 minutes