The Advisor Journey

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The Advisor Journey

Altruist

108 episodes

3 days ago

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...

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Entrepreneurship

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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...

Show more...

Entrepreneurship

Episodes (20/108)

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...

3 days 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...

6 days 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 week 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 ...

2 weeks 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...

3 weeks 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...

1 month 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...

1 month 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...

2 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...

3 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...

3 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...

3 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...

3 months ago

34 minutes

The Advisor Journey

Combining AI and Community Building for Practice Growth with Alex Newman

Alex Newman returns to The Advisor Journey to share his innovative two-pronged approach to growing Grape Wealth Management: building a vibrant community of retirees through in-person events while implementing advanced AI systems for practice efficiency. Alex reveals how his "Retire Temecula" events have evolved from just five attendees to gatherings regularly drawing 80-150 people, creating powerful organic growth opportunities. Simultaneously, he explains his custom AI implementations for pe...

4 months ago

34 minutes

The Advisor Journey

AI and the Future of Advisor Growth with Will Steiner & Dasarte Yarnway

In this special host-only episode of The Advisor Journey, Will Steiner and Dasarte Yarnway discuss how advisors can effectively integrate AI into their businesses to drive growth and efficiency. They break down practical strategies for using AI to enhance marketing, streamline operations, and improve client experiences. Plus, they cover essential tools every advisor should know, address common misconceptions about AI replacing jobs, and share insights on how AI will reshape the financial advi...

4 months ago

33 minutes

The Advisor Journey

From $25M to $1.1B: Ari Taublieb on Building Root's Viral Growth Engine

Ari Taublieb, Chief Growth Officer at Root Financial, joins The Advisor Journey to share how he helped scale the firm from $25 million to $1.1 billion in AUM, primarily through YouTube. Ari breaks down the playbook behind Root’s explosive organic growth, fueled by video content, community building, and a culture-first hiring model. He explains how one viral YouTube video can change everything, why conversion starts before the first meeting, and what it really means to build a client experienc...

5 months ago

49 minutes

The Advisor Journey

How the Savviest Firms are using AI and Automation with Ben Olsen

In this episode of The Advisor Journey, Ben Olsen, founder of Beemo Automation, shares his remarkable journey from financial advisor to a leading innovator in advisory technology. Ben dives deep into how his passion for improving day-to-day advisor workflows led him to create a company dedicated entirely to AI-driven solutions and automation tailored specifically for RIAs. In his conversation with hosts Will Steiner and Dasarte Yarnway, Ben highlights the most significant bottlenecks facing a...

5 months ago

48 minutes

The Advisor Journey

Scaling to $300M in 3 Years: Joe Schmitz on Hyper-Focused Marketing and Team Building

Joe Schmitz joins The Advisor Journey to reveal how he's built Peak Retirement Planning from a solo practice to a firm with nearly 60 team members in just three years, growing to $300 million in assets under management. Joe shares his laser-focused approach to serving "Midwestern Millionaires" – clients with $1-10 million in assets who embody the hardworking, frugal values he grew up with in rural Ohio. His multi-channel marketing strategy through YouTube, workshops, books, and Kiplinger arti...

6 months ago

36 minutes

The Advisor Journey

Building a $1.2M Profit Practice Through Premium Client Service with Thomas Kopelman

In this value-packed episode, Thomas Kopelman returns to share how he's built a thriving advisory practice generating $1.5 million in annual revenue with extraordinary profit margins. Thomas breaks down his business model serving business owners through a high-touch, premium flat-fee approach ranging from $12,000-$18,000 annually. Listeners will discover Thomas's detailed client service approach, including his team structure that maximizes everyone's strengths, his "reverse engineering" proce...

6 months ago

46 minutes

The Advisor Journey

Evolution, Leadership, and Legacy with Omani Carson

What does it take to transform from a hard-charging entrepreneur to a visionary leader driven by love and abundance? In this episode, The Advisor Journey welcomes Omani (formerly Ron) Carson to discuss his evolution as a business leader and person. From his early days of relentless hustle to building Carson Group into an industry powerhouse, Omani shares the key lessons that shaped his journey. This conversation is packed with insights for financial advisors, entrepreneurs, and anyone seeking...

8 months ago

51 minutes

The Advisor Journey

Future Proof's Matt Middleton and Nyle Bayer on Events, Entrepreneurship, and Innovation

Hosts Dasarte Yarnway and Jason Wenk sit down with Nyle Bayer and Matt Middleton, the visionaries behind Future Proof. They discuss the evolution of financial industry events, the role of AI in wealth management, and the biggest challenges advisors face today. From career-defining connections to groundbreaking innovations, this conversation dives into how technology and human relationships are reshaping the industry. Plus, bold predictions for the next five years and why embracing change is n...

8 months ago

57 minutes