The Advisor Journey

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 touchpoint shapes client experience, and why brand design communicates trust before you ever say a word. Nyle also discusses hiring lessons, the future of community-driven growth, and why AI represents both a reset and the biggest opportunity advisors have ever faced.This episode gives advisors a rare inside look at the mindset, playbook, and practical steps behind building movements that scale far beyond a single event.ABOUT ALTRUIST: We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.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 leaders 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/SI...

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 clients by uncovering overlooked opportunities, catching costly mistakes, and creating stickier, trust-based relationships.Torie also explores the evolving role of technology in advisory firms—covering the limitations of AI, the expansion into estate and insurance planning, and why trust remains the industry’s true currency. She closes by outlining the three keys behind Holistiplan’s rapid growth: flexibility, speed, and confidence—lessons that apply to both fintechs and advisory firms alike.Whether you’re looking to deepen client trust, differentiate your services, or understand the future of advisor technology, this episode offers actionable insights and inspiration.ABOUT ALTRUIST: We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.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 leaders 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/SI...

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 intentional face-to-face networking—that helped her connect authentically with clients and foster referrals.Cathy also highlights her innovative approach to leveraging AI to keep her lean practice highly efficient and client-focused, offering specific examples of how tools like ChatGPT have streamlined her workflow.Listeners will gain actionable insights into building a long-lasting, niche-focused advisory business, the critical balance of technology and personal connection, and the importance of defining success on your own terms rather than chasing constant growth.ABOUT ALTRUIST: We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.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 leaders 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/SI...

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 advisors face when breaking away from traditional institutions, including managing compliance, financial pressures, and the critical importance of mentorship. He offers practical guidance on developing a referral-based growth strategy, emphasizing the power of authentic communication through platforms like YouTube and LinkedIn.Listeners will walk away with valuable insights into navigating the early stages of independence, sustainably scaling their practice, and creating a firm culture that resonates with both advisors and clients.ABOUT ALTRUIST: We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.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 leaders 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/SI...

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 practical ways advisors can build standout brands that resonate deeply with clients. She explores common pitfalls such as reliance on generic, canned content, and shares actionable strategies for advisors to elevate their online presence effectively.Listeners will gain valuable insights on leveraging powerful tools like Descript for streamlined content creation, and discover why genuine human connection remains a timeless differentiator despite rapid technological advancements. Emily also shares compelling case studies illustrating how advisors have successfully used targeted content strategies to drive significant growth and client engagement.Whether you're refining your existing brand or launching your marketing efforts from scratch, this episode provides a clear, actionable roadmap to authentically connect with your ideal clients and position your advisory firm uniquely within the marketplace.ABOUT ALTRUIST: We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.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 leaders 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/SI...

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 personalized client newsletters, content creation, and SEO optimization.This episode offers a masterclass in balancing high-touch relationship building with cutting-edge technology implementation. Advisors will gain practical insights on creating community-centered events that attract ideal clients and leveraging AI tools to enhance client service while streamlining marketing efforts.ABOUT ALTRUIST: We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.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 leaders 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/SI...

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 advice industry in the coming years.ABOUT ALTRUIST: We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.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 leaders 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/SI...

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 experience that scales without sacrificing quality.From salmon breakfasts in a two-person office to a 65% close rate on $2M+ clients, Ari offers a behind-the-scenes look at Root’s rapid rise and the content engine powering it.If you’re wondering what modern growth really looks like for advisory firms, this episode delivers the blueprint.ABOUT ALTRUIST: We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.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 leaders 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/SI...

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 advisory firms today, such as onboarding, meeting preparation, and client lifecycle management. He walks through real-world examples demonstrating dramatic efficiency improvements, including a detailed case where a firm with $800M in AUM significantly increased their capacity for client meetings by automating their scheduling, preparation, and follow-up processes.Ben also addresses the critical but often overlooked area of proactive client communication and how automation can drive deeper relationships and increased referrals. He explains how firms of various sizes can begin integrating AI solutions, emphasizing a balanced approach between technology and human touch.Advisors looking to enhance their operational efficiency, scale their practice responsibly, and deliver exceptional client experiences will find practical, implementable strategies in this conversation.ABOUT ALTRUIST: We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.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 leaders 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/SI...

Joe Schmitz, the founder of Peak Retirement Planning, shares his remarkable journey of scaling his firm to nearly 60 members and $300 million in assets in just three years. He discusses his focus on 'Midwestern Millionaires,' emphasizing their values of hard work and frugality. Joe reveals a multi-channel marketing approach that attracts over 40 qualified prospects weekly, his rigorous hiring standards resulting in just 9 hires from 2,600 applicants, and the importance of creating a client-centric team to disrupt traditional retirement planning.