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

The Advisor Journey

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.

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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.

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