Jason Wenk, Founder and CEO of Altruist, joins the show for a wide-ranging conversation about what advisors should be paying attention to next and what many have overlooked during an unusually forgiving market cycle. Jason reflects on the state of the advisory industry after years of strong markets, demographic tailwinds, and easy growth. He breaks down why high margins can be misleading, how some firms are more fragile than they appear, and what happens when the music eventually slows. Jason...

Emlen Miles Mattingley has never been afraid to experiment. What he learned the hard way is that experimentation without focus can leave advisors busy, but stuck. In this episode of The Advisor Journey, Emlen shares the real story behind his marketing journey, from trying every platform and tactic to eventually narrowing his focus and taking control of his business. He breaks down the difference between “riding” a practice versus intentionally driving it, and why clarity around who you serve ...

Yohance Harrison has built a thriving advisory practice without chasing trends or relying on constant outbound marketing. Instead, he focused on trust, vulnerability, and a repeatable referral system rooted in real relationships. In this episode of The Advisor Journey, Yohance, founder and CEO of MoneyScript Wealth Management, shares how he scaled his firm by intentionally activating his existing client base. He walks through his “kings and queens” framework, why public recognition fuels refe...

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...

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...

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...

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...

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...

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,...

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...