Shows
NoBS WealthEp. 131 - Why Equity > Salary: The Money Game They Never Taught UsBuckle up for a raw, unfiltered journey of transformation that'll make your entrepreneurial soul IGNITE!From a rough San Francisco neighborhood to selling his financial advisory firm, building groundbreaking tech, and now revolutionizing sports content with Bench, Dasarte Yarnway is the embodiment of creating your own destiny. This isn't just another success story—it's a masterclass in turning trauma into triumph, authenticity into opportunity.In this electrifying episode, Dasarte breaks down:How losing his father at 12 became the fuel for his entrepreneurial fireThe power of being unapologetically yourself in a world that tries to di...2025-06-1135 min
The Advisor JourneyPlanning for Your Best Year Yet: 4 Steps for Advisors to Grow in 2025Dasarte Yarnway and Jason Wenk break down four essential strategies to prepare advisors for a year of growth, efficiency, and client satisfaction. From choosing the right technology to defining your ideal client, Dasarte and Jason discuss actionable steps every advisor can implement now to set up for success in the coming year. Learn how to balance founder andmanager mode, leverage new tech tools, and create a marketing megaphone that speaks to your target audience. Listen now for this guide to growing your advisory practice in 2025. ABOUT ALTRUIST:We’re on a m...2024-12-0435 minThe Advisor JourneyKnowing When to Walk Away With Matt Stahl“It’s okay to stop when you’re happy”is an oft-quoted line in Advisor Journey discussions. In this episode, Jason and Dasarte are joined by someone who’s living it. Matt Stahl founded and successfully scaled his firm, Fiat Wealth Management. But at a certainpoint, he realized his true passions were elsewhere. Matt helps answer the question: How does one decide to walk away? 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...2024-11-2023 minThe Advisor JourneyIdentifying a Niche Client Profile with Thomas CookThomas Cook founded his firm, Retire to Tellico, after identifying a niche in his community that could benefit from quality financial advice and planning. Thomas joins Dasarte on The Advisor Journey for a wide-ranging discussion about starting his firm from scratch, the notion of operating with an “abundance mindset,” and strategies for serving a wider.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 re...2024-10-2523 minThe Advisor JourneyThe Greatest Barrier to Change in the World of Financial Advice In this special host-only episode of The Advisor Journey, Jason Wenk and Dasarte Yarnway break down the key obstacle that’s holding back many advisors from evolving their businesses to be more efficient and create better client outcomes. Plus, they cover helpful practice management tips around hiring (and firing), retention, listening, and feedback loops.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 reduc...2024-10-0942 min
The Practical PlannerHow to Make Estate Planning an Essential Part of Any Client’s Financial Plan with Dasarte YarnwayDasarte Yarnway is well known throughout the wealth management community as the Founder of Yarnway Wealth Management and Head of Community at Altruist. In this episode, he joins co-hosts Thomas Kopelman and Dave Haughton to discuss his approach to holistic financial planning and why estate planning is the backbone of any financial plan. He shares his RIITE (Retirement, Investment, Insurance, Taxes, Estate Plan) planning process with clients and how he educates his clients on why these are the critical pieces of a financial plan He also details how he coaches his own clients into...2024-09-2423 minThe Advisor JourneyRecap: The Power of Storytelling and PersonalizationIn this episode, Dasarte takes a deep dive into the key insights and strategies shared by Stoy Hall during our recent conversation. He highlights the transformative power of storytelling in the financial advising space and how these techniques can be applied to enhance client relationships and practice growth. 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 cost...2024-08-1416 minThe Advisor JourneyRecap: Becoming a Visionary Leader with Bill McNabbIn this episode, Dasarte recaps his favorite takeaways from our conversation with the legendary Bill McNabb. 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...2024-07-2617 minThe Advisor JourneyUsing Digital EQ to Scale Your Practice with Sheri Fitts As an advisor, how do you wield your digital influence? And how do you do it in an emotionally intelligent way? Industry expert Sheri Fitts joins us for an exclusive conversation with Jason and Dasarte. In this episode, she breaks down the importance of digital EQ and explains how advisors can use it to take their firms to the next level. Want to hear more from Sheri? Check out her upcoming conference SWAYLive at https://swaylive.sherifitts.com/swaylive2024ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more ac...2024-06-2841 minThe Advisor JourneyRecap: Mastering Investment Principles, Overcoming Challenges, and Radical HonestyDasarte recaps our conversation with Ben Beck, the co-founder of Beck Bode. Dasarte highlights three important take aways for all advisors and explains how you can apply the idea of radical honesty to your firm. 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...2024-06-0511 min
The New Wealth Wave Podcast With Dr. WallaceFinding Financial Freedom, Wellness, and Lasting Wealth with Dasarte Yarnway#wealthbuilding #wealthymindset
Our guest this week is Dasarte Yarnway, Founder of Yarnway Wealth Management, who discusses Stages 4, 5, and 6 of the Generational Wealth Model and these stages impact on your financial journey. Dasarte's mission and motto is a powerful one: "my heart has been sculpted to serve."
Our conversation emphasizes the power of mindset and the role of financial information as a resource. Implementation is more important than knowledge alone, and taking action is necessary for financial success.
Tune in on YouTube or your favorite podcast platform:
https://youtube.com/@TheNewWealthWavePodcast
https://podcasters.spotify.com/pod/show/the-new-wealth-wave 2024-06-0436 minThe Advisor JourneyRecap: Operational Tactics for Optimal SuccessIn this episode, Dasarte offers a detailed recap of his insightful conversation with Charesse Spiller, the founder of Level Best. He explores Charesse's groundbreaking H.O.T. framework for achieving operational excellence. Dasarte unpacks the intricacies of this theory and provides practical, actionable strategies for seamlessly integrating these principles into your firm’s operations today.. 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...2024-05-2214 minThe Advisor JourneyTAJ Live: Mastering the Art of Client Relationships On this live episode of The Advisor Journey, host Dasarte Yarnway is joined by guests Wes White ofPatriot Wealth, Alex Newman of Grape Wealth Management, and Jason Ray of Zenith Wealth for adynamic conversation on the unexpected, powerful ways to reach new levels of client trust.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. Ourpla...2024-05-0156 minThe Advisor JourneyInside Altruist's Fee Schedule Saga Altruist CFO Marc Greenberg joins Jason and Dasarte to provide an insider's perspective on the eventsthat took place internally following backlash from Altruist advisors over a poorly communicated feeschedule update. The conversation gives a behind-the-scenes look at Altruist operations and highlightsthe 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. Ourpl...2024-04-1528 minThe Advisor JourneyRecap: Getting off the growth hamster wheel with Jeremy WalterDasarte 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...2024-04-0308 minThe Advisor JourneyHow Altruist Cash solves the cash management dilemma for advisors and clients with Jason Wenk and Dasarte YarnwayJason 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 an...2024-03-2718 minThe Advisor JourneyThe unexpected benefits of getting off the growth hamster wheel with Jeremy WalterJeremy Walter, founder of Fident Financial, joins Jason and Dasarte for an inspiring conversation about his decision to stop growing his firm. In an environment that glorifies exponential growth stories, Jeremy chose to press pause in one area of his life to focus more intentionally on others. The episode is a must-listen for anyone trying to understand and recognize what it means to have enough. 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 RIA...2024-03-2046 minThe Advisor JourneyRecap: Building a firm that energizes youDasarte breaks down this week’s episode with Greg Lessard of Aspen Wealth Management. The conversation highlights the importance of serving clients who share your passions and interests and how achieving “founder-market-fit” empowers advisors to be authentic at work — a key component for long-term success and overall happiness in this industry. 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 you...2024-03-1313 minThe Advisor JourneyRecap: Beyond $100M with Jason and DasarteDasarte recaps his discussion with Jason on what to do beyond $100M. In this episode, he provides three key takeaways for a practical guide for advisors on the complexities of expanding their firm efficiently.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 an...2024-02-2813 minThe Advisor JourneyBeyond $100M: unexpected challenges (and solutions) to building a bigger firm with Jason and DasarteJason Wenk and Dasarte Yarnway discuss scaling a firm beyond $100 million, focusing on client service, team expansion, and compliance. They offer insights into managing growth, marketing, and hiring strategies. The episode serves as a practical guide for advisors on the complexities of expanding their firm efficiently. 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 you...2024-02-2246 minThe Advisor JourneyRecap: Storytelling Secrets to Unleash Exponential Growth with Steve SanduskiDasarte recaps a powerful episode with Financial Advisor Coach, Steve Sanduski. In this episode, he recounts his top three takeaways from last week's episode and the one piece of advice that can lead to elevated business practices, mental wellbeing, and growth for your firm. 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 boo...2024-02-1414 minThe Advisor JourneyRecap: The Three Big Predictions for 2024Dasarte recaps insightful reflections, highlights, and learnings from top episodes of 2023. In last week’s episode, Jason and Dasarte offer advisors a bold forecast for new trends in the year to come and dive into the success that comes from a "think big, operate small" mentality. 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 e...2024-02-0115 minThe Advisor JourneyThe Three Big Predictions for 2024Join Jason and Dasarte for insightful reflections, highlights, and learnings from top episodes of 2023. They offer advisors a bold forecast for new trends in the year to come and dive into the success that comes from a "think big, operate small" mentality. For lovers of sports metaphors, this episode will not disappoint.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 co...2024-01-2548 minThe Advisor JourneyRecap: Navigating the Future with AI in Finance with Jason and DasarteEPISODE SUMMARY: Dasarte recaps a powerful conversation with him and Jason on the ethical considerations surrounding AI in finance and how financial advisors can balance technology and the human touch. 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. ...2024-01-1713 min
Wealth in YourselfWealth Beyond Numbers: Dasarte Yarnway's Blueprint for Business OwnersIn this illuminating episode of The Wealth in Yourself Podcast, we sit down with Dasarte Yarnway, a 4-time Investopedia Top 100 advisor and the visionary Founder & CEO of Yarnway Wealth Management. With over a decade of experience, Dasarte specializes in crafting financial plans tailored for California business owners.
Join us as Dasarte shares his journey from a budding independent advisor to a sought-after financial influencer. As the author of three impactful books and the host of the Altruist podcast, he's dedicated to changing the financial services landscape for underrepresented clients and advisors.
2024-01-1743 minThe Advisor JourneyNavigating the AI Future for RIAs and More with Jason and DasarteJason and Dasarte discuss the ethical considerations surrounding AI in finance and how financial advisors can balance technology and the human touch. The hosts also share practical insights on how advisors can integrate AI seamlessly into their practices, unlocking new avenues for growth and client satisfaction.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 bo...2024-01-1031 min
The Mark Haney PodcastWealth Management Wisdom: Building Prosperity with Entrepreneurial SpiritJoin us for an insightful conversation with Dasarte Yarnway, founder of Yarnway Wealth Management, as he shares his expertise on wealth management tailored for the entrepreneurial journey. This episode provides a unique perspective on combining financial acumen with the dynamic challenges of entrepreneurship. Discover Dasarte's innovative strategies for achieving financial stability and growth, while maintaining a harmonious balance between professional ambitions and personal life. Whether you're an aspiring entrepreneur or an established business leader, this discussion is packed with valuable lessons on wealth creation and management. Get ready to be inspired and informed by one of the leading voices in...2024-01-0453 minThe Advisor JourneyDasarte’s Table: How to avoid a harmful thing that advisors are (unknowingly) doing to their clientsHost 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. 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. Wan...2023-12-1313 minThe Advisor JourneyDasarte’s Table: the keys to 99% client retention and high volume referrals RECAPEPISODE SUMMARY:Dasarte recaps our conversation with Brandon Gratez of Gratez Wealth. In this episode, Dasarte breaks down the top three takeaways and what RIAs can do to maintain a 99% client retention rate. 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 eas...2023-11-2222 minThe Advisor JourneyGrowing through Acquisition: the keys to 99% client retention and high volume referrals with Brandon GraetzEPISODE SUMMARY: Brandon Graetz joins Jason and Dasarte to discuss how providing top-notch service to acquired clients has helped him build a firm that now grows entirely through referrals. He demonstrates the value of mastering the fundamentals of client service – and the positive impact this has on the economics of an acquisition.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 reduc...2023-11-1548 minThe Advisor JourneyDasarte’s Table: Mastering boring before sexy with Jason and Dasarte RECAPEPISODE SUMMARY: Dasarte celebrates Altruist’s fifth birthday and offers a recap of our episode, “Mastering boring before sexy with Jason and Dasarte.” In this quick recap. Dasarte gives three takeaways from the episode he is using to take his firm to the next level. To listen to the full episode, visit www.altruist.com/podcasts/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...2023-11-0822 minThe Advisor JourneyMastering the boring before the sexy with Jason and DasarteEPISODE SUMMARY: Dasarte and Jason share an in-depth conversation about the importance of balancing business metrics with happiness and how advisors should focus on mastering the boring before experiencing the sexy. Jason also reflects on key learnings as he celebrates five years of business for Altruist. 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 costs: You can manage your enti...2023-11-0127 minThe Advisor JourneyIntroducing Dasarte’s Table: How DJ Windle brings in $4.8M per month RECAPEPISODE SUMMARY: Introducing Dasarte’s Table! In this episode series, we will feature the top three learnings from the previous episode while giving our listeners an in-depth view of how host Dasarte Yarnway is applying the learnings to his practice. This week, we are recapping our conversation with DJ Windle and unpacking how he brings in $4.8M in new AUM monthly. 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 t...2023-10-2520 minThe Advisor JourneyThe unexpected tool that led to millions in AUM with Isaac PresleyEPISODE SUMMARY: Isaac Presley of Cordant Wealth has helped to build a successful multi-advisor firm with millions in AUM. A part of their secret? Webinars. In this episode, Isaac chats with Jason and Dasarte to discuss the power of webinars and how you can incorporate them into your marketing funnel today. 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...2023-10-0436 minThe Advisor JourneyHow to approach client meetings with Jason and DasarteEPISODE SUMMARY: In this episode, Jason and Dasarte share their secrets to approaching client meetings. From the first meeting to sustaining relationships, they both detail how they have been able to take their firms to the next level by mastering their connections to their clients. 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 enti...2023-08-2333 minThe Advisor JourneyContent creation, AI, AdvisorTech, and more with Michael KitcesEPISODE SUMMARY: In this episode, Jason and Dasarte dive into the brilliant mind of Michael Kitces. From artificial intelligence to advisor tech to content creation, Michael shares best practices for today and useful insights for the future of the advisory space. Whether you’re a seasoned financial advisor striving to stay ahead of the curve or an emerging advisor looking to make your mark, this is a discussion you don’t want to miss.ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruis...2023-08-091h 01The Advisor JourneyThe three steps that led to over thirty years as a financial advisor with Kurt HalverstadtEPISODE SUMMARY:Kurt Halverstadt of The Sullivan Group has worked as a financial advisor for over thirty years. One of his secrets? Retaining clients for several generations. In this episode, Kurt gives three simple steps that can help advisors keep their clients for generations. 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 boo...2023-07-1248 minThe Advisor JourneyUncomplicating the Secure 2.0 Act and better efficiencies to financial planning with Right Capital's Daniel GregoireEPISODE SUMMARY:Secure 2.0 has further complicated planning practices for financial advisors. It’s a dense document with so many additions and changes. In this episode, Daniel talks in depth about Secure 2.0, how it impacts advisors, and how to create greater efficiencies as financial planning becomes more complex. 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 manag...2023-06-2136 minThe Advisor JourneyHow optimizing YouTube led to $220M in AUM with James ConoleEPISODE SUMMARY: James Conole of Root Financial has built a successful practice by building a prominent online presence. His YouTube videos have amassed over 260,000 views with over 32.5K subscribers. In the episode, James will talk to us about how he built his YouTube channel, how it has contributed to his growth, and how you can do the same! 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...2023-05-3143 min
The Ben Keady ShowEp 25 - Dasarte Yarnway @ Yarnway Wealth ManagementDasarte is the Founder & CEO of Yarnway Wealth Management, a financial planning firm based in Sacramento, CA.2023-05-3048 minThe Advisor JourneyNine things advisors wish they knew before starting their RIA with Jason Wenk and Dasarte YarnwayEPISODE SUMMARY:Starting an RIA can be daunting. Client retention, paperwork, and the dreaded compliance can make starting your own financial advisory business feel overwhelming. A few months ago, we asked advisors what they wish they knew before starting their RIA. In this episode, Jason and Dasate discuss some of the answers, and each shares what they knew before starting their journey. Check out our cool blog post on this as well: https://grow.altruist.com/what-9-advisors-wish-they-knew-before-starting-an-riaABOUT ALTRUIST:We’re on a mission to make financial advice better, more aff...2023-05-1733 minThe Mark Haney PodcastENTREPRENEURS UNLEASHED: BOOTSTRAPPING BOOTCAMPThis episode follows a slightly different format, it comes from an event we recently had called Entrepreneurs Unleased: Bootstrapping Bootcamp. At this insightful event we dove deep into the challenges and opportunities entrepreneurs face in today's uncertain economy. Our guests, experts in digital marketing, software development, and wealth management, share their experiences in helping startups maximize resources and drive revenue while navigating inflation and funding challenges.
The panel included:
🌟 Tyler Clark, Finance and Business Operations at Ansync
🌟 Danielle Johnson, Founder and CEO, Asymm Digital
🌟 Ken Anderson, CEO, Launchbadge
🌟 Dasarte Yarnway, Founder, Yarnway Wealth Management
Key takeaways...2023-04-2751 minThe Advisor JourneyThe ‘How-Tos’ of marketing funnels for expansive RIA growth with Emlen Miles-MattinglyBuilding a marketing funnel is not easy. There are so many ways to build content as an advisor and tracking it back to your business can be a real challenge. Emlen of GenNext Wealth and Onxy Advisor Network has successfully built a growth-focused firm. He has credited much of his success to his ability to gain clients from marketing initiatives. In this episode, Emlen will explain just how to build a funnel that can result in incredible growth for your firm, the things to look out for, and how you can get started today. Join o...2023-04-0536 minThe Advisor JourneyHow Jason Wenk quadrupled AUM for his RIA businessesIn 2020, Micheal Kitces conducted a study that showed that advisors who have staff support generate significantly more revenue and income, especially amongst the top advisors. This study showed that one of the keys to growing and scaling your firm was to not only find help but find good help. In this episode, Dasarte and Jason converse in-depth about what it takes to hire effectively and grow while doing it. It is a mentor-to-mentee conversation that you do not want to miss! Join our mailing list at www.altruist.com/podcasts/ ABOUT ALTRUIST:W...2023-03-2246 minThe Advisor JourneyHow breaking away quickly led to $65M in AUM with Becky WalshBecky Walsh is the founder of Oak Maple Finance in Burlington, Vermont. Becky recently took the leap of becoming a breakaway advisor and has acquired over $65M in AUM in just under seven months. In this episode, Becky shares with advisors how to decide to break away, the tech you need to get started, and how to prepare your colleagues for the transition. Join our mailing list at www.altruist.com/podcasts/ ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altrui...2023-03-0835 minThe Advisor JourneyChanging the Complexion of Wealth with Emlen Miles-MattinglyIn this special episode, Emlen Miles-Mattingly and Dasarte Yarnway share the importance of establishing wealth within minority communities by highlighting The Onyx Advisor Network, a platform they founded for underrepresented advisors. Their work is centered around changing the complexion of wealth and in this episode, they provide helpful insight on how to do just that. In this episode, you will hear: what the Onyx Advisor Network is, the importance of "changing the complexion of wealth", and what you can do to get involved today.ABOUT ALTRUIST:We’re on a mission to make financial advice bet...2023-02-2226 minThe Advisor JourneyMaximizing the power of UMAs with Altruist's Adam GrealishUnified Managed Accounts (UMAs) are a powerful tool for advisors. UMAs offer fiercely independent advisors more personalized and customizable models to help elevate their business. In this episode, Altruist's Head of Investments will share strategies on how to leverage Unified Managed Accounts so that you can create fully customizable portfolios, save time,cut costs, and better serve your clients.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 pra...2023-02-0820 min
The Long Term InvestorImproving Diversity & Inclusion in Financial Planning ft. Dasarte YarnwayUpon starting his independent advisor journey in 2015, Dasarte Yarnway quickly learned that underrepresented clients and advisors alike were overlooked and underserved. Due to the grave statistics associated with this reality, he sought out to change the landscape of the financial services industry one client and one advisor at a time. Listen now and learn about: Changes in financial services over the last decade The importance of diversity in financial services and how to increase it The most important thing an advisor can do for business owne...2023-02-0832 minThe Advisor JourneyHow millennials added to over $100M in AUM with Tyler PurcellKiplinger Wealth Advisors, founded in 1999 by Brad Kiplinger, eclipsed $100m in AUM in 2021. The firm has steadily added $10-12m per year for the past 4 years and lead flow is showing no sign of slowing down. While the firm does serve a wide array of clients, Tyler Purcell has a focus on a less traditional niche; millennials. In this episode, Tyler Purcell joins us to share the importance of never underestimating a millennial niche and how you can attract a younger clientele. ABOUT ALTRUIST:We’re on a mission to make financial advice better, more aff...2023-01-1136 min
Elementality for Financial Advisors | Elements Financial Vitals System™The Building Blocks to Firm Success with Dasarte YarnwayThere’s a lot to consider when growing a firm—branding, demand generation, and of course how your values fit into what you want to accomplish. When it comes time to put it all together, what’s the correct sequence? On this Elementality, Reese and Carl join several of their peers in a roundtable discussion addressing common challenges facing advisors.2022-12-2726 minThe Advisor Journey2022 Year End: The State of the Industry with Jason WenkThe end of the year is a common time to think about life, resolutions, commitments, and deliverables. It is also the time for advisors to think about the industry as a whole and what can be done to improve the following year. In this episode, Jason chats with Yohance Harrison to discuss the industry's current state, disruptive trends, and the three most significant pain points advisors should look out for in 2023. This end-of-the-year episode is one that you don't want to miss! ABOUT ALTRUIST:We’re on a mission to make financial advice bette...2022-12-1428 minThe Advisor JourneyHow building community led to $17M in AUM in 6 months with Alex NewmanAlex Newman, of Grape Wealth Management, has grown his firm to over $17M in AUM in just five months. This growth is largely due to a community event he hosts in Temecula, California for retirees. Alex developed this monthly event to address a need within his niche, resulting in expedient growth for his firm. In this episode, he will walk us through how to create events for your niche and the technology required to make it scalable. ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more accessible to eve...2022-11-1633 minThe Advisor JourneyHow mergers can lead to rapid growth for your firm with David BigelowEPISODE SUMMARY: David Bigelow of Coldstream Wealth Management did not go the traditional route of becoming a financial advisor. He started at a small local firm and worked his way up the ranks. While working there, the firm was acquired and the transition proved to be a little difficult for him and other advisors. David successfully navigated the transition, retained clients, and grew his AUM. In this episode, David will talk about the complexities of mergers and acquisitions and what an advisor can do during the transition. ABOUT ALTRUIST:We’re on a miss...2022-11-0223 minThe Advisor JourneyHow a marketing plan can lead to exponential growth for your RIA with Melissa JoyMelissa Joy, President of Pearl Planning, has grown her firm from $50M to $120M in four years. She credits her success to courageous authenticity and also the development of a stellar marketing plan. In this episode, Melissa shares what she believes should be included in a marketing plan, tips on remaining authentic, and how you can execute your ideas at little to no cost. 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 g...2022-10-2636 minThe Advisor JourneyHow holistic financial planning led to over $70M in AUM with Scott FrankScott Frank, Founder of Stone Steps Financial, has built a successful firm by taking a more holistic approach to planning. His approach is centered on letting go of his own biases and finding a way to connect with clients effectively. In addition to building a firm with over $70M in AUM, he has created a podcast with over 40,000 downloads per month across all podcast platforms. In this episode, Scott teaches us his unique financial planning formula and how it helps you grow when starting from scratch. ABOUT ALTRUIST: We’re on a mission to make financ...2022-10-1941 minThe Advisor JourneyThe advantages and disadvantages of conferences for financial advisors with Jason and DasarteIn this episode, Jason and Dasarte thoroughly review their experience at the FutureProof and Excell conferences. The two share the importance of attending events and the steps you can take to ensure that you leave with tactical steps you can take for the growth and sustainability of your firm. 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 c...2022-10-1336 minThe Advisor JourneyHow mergers and acquisitions can help you grow your firm with Alex ChalekianWe’ve all heard there is no one way to skin a cat. Mergers and acquisitions are a non-traditional, quick, and effective way to grow your RIA. In this episode, Alex Chalekian of Lake Avenue Financial discusses how mergers and acquisitions have helped him scale his firm, along with the easy steps a financial advisor can take to get started right now! 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 g...2022-08-0332 min
Minority MoneyEmlen & Dasarte Going IndependentJust as we’re celebrating our independence as a nation– maybe it’s also time for you to consider becoming an independent financial advisor! As we progress in the industry, there’s always going to be a part of us that wants independence in some way, shape, or form to create our own individual journeys.In this episode, long-time recurring guest Dasarte and I talk about how you can achieve this independence, and you need to avoid making the same common mistakes among all financial advisors.Find your why, and draw your path as you listen i...2022-07-0432 minThe Advisor JourneyJason Wenk on how market volatility impacts your RIATo celebrate our mid-season drop, we’re featuring a special conversation between hosts Dasarte Yarnway and Jason Wenk. In this episode, Dasarte interviews Jason and gets his thought on market volatility and how a down market impacts not only financial advisors but their clients. 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...2022-06-0824 min
TacoTechLearning what Onyx Advisor Network Is with Dasarte YarnwayOn this latest episode with Dasarte Yarnway founder of Berknell financial and Onyx Advisor Network we discuss the reason him and his co-founder Emlen Miles-Mattingly started Onyx Advisor Network, how he tells advisor stories through the human advisor podcast by Altruist, and what is the wheel of feelings. 2022-04-0736 minThe Advisor JourneyIntroducing The Advisor Journey, the podcast for growth-minded RIAsIn the debut episode of The Advisor Journey, Altruist founder and CEO Jason Wenk and Head of Community Dasarte Yarnway start to tackle one of the trickiest issues for emerging financial advisors: How do you get ahead when it feels like the deck is stacked against you? Jason shares his industry insights, real-life experiences, and key strategies that every advisor should keep in mind. 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 sta...2022-03-3031 minThe Advisor JourneyThe Advisor Journey TeaserReal-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. 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...2022-03-2401 min
The Advisor Lab by CIONShaping the Future of the Financial Planning Industry: A Conversation with Dasarte YarnwayIn this episode, we welcome back Dasarte Yarnway for a second time on the podcast. Dasarte is the founder of Berknell Financial Group, Head of Community at Altruist, and Co-Founder of Onyx Advisor Network – a network for minority advisors who are looking for more resources, community to help them grow their practice. We dive into his journey, why he launched Onyx, and what equity means to him. For more on onyx, head to: https://www.onyxadvisornetwork.com/2022-03-0926 min
Humans of FintechS1 E11: Dasarte Yarnway, Head of Community at Altruist, Financial Fintech
Without social equity there’s no financial equity. Discover how Dasarte Yarnway, Head of Community at fintech Altruist is paving the way for black leaders to build equity in business.Dasarte Yarnway is driven. At Altruist he’s on a mission to make independent financial advice better and more affordable, and as Founder of Berknell Financial Group he puts those beliefs into action providing educational and transparent wealth management.Discover what drives Dasarte as he talks to Nicole about sharing different journeys and experiences with Black professionals in financial services and the importance of representation and...2022-02-231h 06
Barron's AdvisorHow 2 Black Advisors Are Working to Change the 'Complexion of Wealth'Dasarte Yarnway and Emlen Miles-Mattingly explain how they're helping underrepresented advisors. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices2022-02-2235 min
Outside In with Jon LukomnikRIA Dasarte Yarnway On the New Generation of Wealth Management and the Future for Minority Advisors Berknell Financial founder Dasarte Yarnway talks to Jon about his childhood in the projects of Oakland, California, the son of Liberian immigrant parents, and how losing his father at a young age instilled a drive in him that made him one of the top high school running backs in the state of California and helped land him at UC Berkeley. When injuries cut his football career short, he pivoted into finance, working at wealth management firms before going out on his own as an RIA in 2016 and founding Berknell. Since then, he's ascended in the advisory space, writing three...2022-02-2230 min
The Compound and FriendsThe New Face of WealthOn this week's episode of The Compound & Friends, Michael Batnick, Dasarte Yarnway, Emlen Mattingly, and Downtown Josh Brown discuss: inflation, how passive funds could be hiding a bear market, the Onyx Advisor Network for underrepresented financial advisors, the death of mutual funds, and much more!Thanks to Fundrise for sponsoring this episode. Visit fundrise.com/compound to learn more about the future of real estate investing!Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.c...2022-01-141h 14
Bulls, Bears, and BourbonAround the Bar - What is Wealth? The Best on the Meaning of WealthThis special AROUND THE BAR episode of Bulls, Bears, and Bourbon focuses on one of the two questions asked of each guest: WHAT IS WEALTH? Wealth is subjective. Wealth is personal. And wealth is much more than money!The idea of this bonus episode is to demonstrate that wealth means so much more than money. As a financial advisor, I talk and think about money a lot, but it's important to keep things in perspective, and the guests have certainly helped me do that. In this bonus episode, you'll hear clips of guests...2021-12-2126 min
Minority MoneyBrand Building and Minorities in Finance with Jacqueline SchadeckBuilding your own brand is never an easy process and there are bound to be more challenges along the way especially if you’re a person of color, but despite this, that should not hinder you from trying. For all you future entrepreneurs out there, I want you to meet Jacqueline Schadeck and for this week’s episode she’ll be talking about how she went about developing her brand and where it led her, as well as being a person of color in finance and why other minorities should get into this industry.2021-11-2240 min
Resilient AdvisorDasarte Yarnway's Story: How I ServeDasarte Yarnway, Founder of Berknell Financial Group & Head of Community at Altruist, tells his story and discusses how he serves his clients and community. Connect With Dasarte: LinkedIn: https://www.linkedin.com/in/dasarte-yarnway-b3b39443/ Twitter: https://twitter.com/DasarteYarnway Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/resilientadvisor LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advis...2021-08-1137 minMinority MoneyFather’s Day Special!Father’s Day is a very special day that should be celebrated worldwide. After all, they are also so important to the development of a child.But what about those who grew up in a fatherless home? How does this affect them and how can they cope with it?I wanted to do something special for Father’s Day, give them a big shout out today; then share something that’s been on my heart for a while now.This topic hits close to me because I myself grew up without one. For today...2021-06-2114 min.jpg)
All About Your Benjamins™The Pursuit–Speak It Into ExistenceAs you go along your Pursuit you will most likely need a little help from loved ones, friends, and even strangers. You will not be able to open every door needed to reach your goals but others will--that door being opened could be an introduction to someone, could be an offer of employment, or it could just be a little emotional support to pick you up and keep you on your journey.
Others cannot help you---they cannot open those doors--if they do not know where you are going. Talking about your goals and aspirations is good because it has a...2021-05-0715 min
Money Checkup with Anjali JariwalaDesigning Your Wealth with Dasarte YarnwayDasarte Yarnway founded his own wealth management firm at age 24 out of a desire to help people create multi-generational wealth. At Berknell Financial Group, he encourages clients to think deeply about their relationship to and beliefs about money, then works alongside them to create a unique, holistic plan that reflects their values across all aspects of their financial life. Then, he helps clients use their wealth to invest in themselves, their families, and their communities. “How do you create that better life when no one’s telling you what the rules are to this system?… If they had a c...2021-04-1342 minMinority MoneyFrom Scarcity to Abundance with Dasarte YarnwayJoin me in this episode for another wonderful conversation about financial literacy with returning guest, my brother, Dasarte!Dasarte Yarnway is the host of the Young Money Podcast and the Founder of Berknell Financial Group. If you feel like you’re stagnant or just want to do something different to get to the next level then this episode is definitely for you! Listen on as Dasarte shares his wisdom and expertise on money and why transitioning your mindset from scarcity to abundance, is a must-requirement for success! Dasarte will also share some...2021-04-1237 minBulls, Bears, and BourbonDasarte Yarnway: Onward to Greatness.Onward to Greatness! That’s the mantra of guest Dasarte Yarnway and whether he’s hosting his podcast Young Money Podcast, writing books, or working with his clients, he’s constantly striving to be great.As we chat about the wealth management business, working with millennial clients, and the “Drop Zone”, we sip on a really good bourbon out of New Riff Distillery. [01:24] - Introduction [04:45] – New Riff Bottled in Bond Bourbon [08:05] – the #1 mistake young people make related to building wealth [11:20] – The importance of taking your own medicine [12:30] – The value of the hu...2021-03-1641 min
Voice Marketing with Emily BinderMy Chat with Dasarte Yarnway on Grow with Altruist: The Evolution of Voice MarketingJust dropped a new video podcast with Dasarte Yarnway all about voice marketing, reaching your audience or clients, and WealthVoice. Check it out here at grow.altruist.com. Follow him on Twitter @dasarteyarnway - incredible person, will put "Onwards to Greatness" in your feed daily (IYKYK). Skip to the YouTube video of the podcast interview here or search on YouTube: "Voice marketing is no longer a trend, it’s a must for advisors / Grow Episode 36". Hosted on Acast. See acast.com/privacy for more information.2021-03-1202 min
NextGen PlannersBeing a Young Entrepreneur with Dasarte YarnwayFor our 100th episode, Dan chats with Dasarte Yarnway from the United States, who is the co-founder and owner of Berknell Financial Group. Here, they chat about why Dasarte thinks should start a business at a young age and take risks whilst you have time. They also chat about fee structures, book-writing, content and the profession generally. Enjoy!2021-02-2344 min
Work Your Wealth PodcastThe Relationship You Want with Your Financial Advisor with Dasarte YarnwayDasarte Yarnway is the Founder & Managing Director of Berknell Financial Group, an innovative independent wealth management firm focused on helping millennials and seasoned investors design their best lives. Since the firm's inception, Berknell Financial Group has become one of the most notable millennial-led financial services organizations. In an industry that focuses on revenue and dollars-invested, Dasarte realized that a firm's value is created through how they could invest in their clients. Through this, The Wealth Bridge™ , Private Client Groups and Berknell Athletes were created. With his passion for listening to his clients greatest concerns and applying realistic so...2021-01-2529 minVoice Marketing with Emily BinderThe Last 8 Minutes Are On YouYour attention and time are your most precious commodity. Think about your conversations and your media diet. These are your inputs and they inform your outputs. Dasarte Yarnway tweet: https://twitter.com/dasarteyarnway/status/1343219771798679554?s=21 Hosted on Acast. See acast.com/privacy for more information.2020-12-2901 min
The Compound and FriendsLosing money is THE COOLEST, Larry Kudlow is not a scientist, trading your time for what you value, with Ben Carlson and Dasarte YarnwayJosh talks to Ben Carlson about how it is that over 400 companies in the Russell 3000 have lost money this year but posted an average stock market return of +57%. Over 100 companies that lost money in 2020 have actually seen their share price double! WTF is going on?Dasarte Yarnway joins Josh to talk about his burgeoning financial advisory firm and the powerful message he's been sharing throughout the industry: Spend time doing the things you value and the rest will fall into place.Plus: The Fastly blow-up this week may be more meaningful than you...2020-10-161h 14
Beyond the PortfolioThe TrailblazerAs the son of immigrants from Liberia, Dasarte Yarnway didn’t see others who looked like him or reminded him of his parents when he landed in the financial industry. After first working at a smaller firm, a brokerage, and a large bank, the RIA space finally gave him the freedom to blaze his own trail by starting Berknell Financial Group—and to share information about finances with those who weren’t already in the room. Learn how you can encourage candid conversations about privilege, equality, and diversity at your firm. Guest: Dasarte Yarnway, Berknell...2020-10-1429 min
The Money ScriptOnward to Greatness! - A Conversation with Dasarte YarnwayIn this inspiring episode of The Money Script Podcast, host Yohance Harrison is joined by Desarte Yarnway, founder of Burknell Financial Group and host of the Young Money Podcast. Desarte shares his incredible journey from his West African roots to becoming a trailblazer in the financial services industry. Together, they discuss the importance of financial literacy, breaking barriers as Black advisors, and helping clients build generational wealth through intentional planning. With insights on balancing risk, redefining wealth, and the responsibility to “push and pull” others forward, this episode is a must-listen for those looking to design their financial future with...2020-10-1325 min