The Advisor Journey
The Advisor Journey
Altruist
The Greatest Barrier to Change in the World of Financial Advice
42 minutes Posted Oct 9, 2024 at 3:15 pm.
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Show notes
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 ...