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Recent Reviews
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Major_T97Finally, real talk about growingLove this show. It’s finally a podcast in this space where they talk about how to actually grow and what advisors are doing or should be doing. It’s also good to hear new voices in the industry. I only wish they posted more.
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JoshSaint22Pure gold for new RIAsI was at a large BD for a decade before launching my own RIA. It’s been a struggle and I’ve bought countless courses, books, and webinars. None have been nearly as helpful as this podcast. Hats off to Dasarte and Altruist for all that you’re doing!
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Jim4PlansIf only you were around when I leaped!Jason & Dasarte: Congratulations on all of your successes so far and all of those yet to come. I only wish that I had had the guts Dasarte had when he left the bank; I, too, had zero clients when I left an established, independent firm (because I thought I knew enough 🥴) in October 2008…that which doesn’t kill you makes you stronger and wiser, right? Now I am 14 years solo, possibly mid career and am tired of the IBD/Hybrid space and wondering if there’s a better and your inaugural podcast was inspiring and helpful. Thank you! Jim W. Lancaster PA
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