The Advisor Journey

The Advisor Journey is produced by Altruist, the custodian that's been chipping away at Schwab and Fidelity's share of the RIA market, and the show is squarely aimed at advisors running or building independent practices. Hosts rotate through Altruist executives and frequent guests pulled from the independent RIA community, with episodes running 25 to 45 minutes and dropping every couple of weeks. The subject matter is practical shop-talk rather than macro commentary: how to price your first year independent, when a second advisor actually pays off, whether to niche down, what tech stacks real firms are using in 2026, how M&A deals get structured at the sub-$500M level, marketing that works versus marketing advisors pretend is working. Guests tend to be founders of small and mid-sized firms who've actually hit the walls they're describing, which keeps the advice grounded in specifics. Yes, there's an undertone of promoting the Altruist platform. It's not hidden, and it doesn't dominate. If you're breakaway-curious, recently independent, or just trying to get the next ten clients through the door, the operational detail here is hard to find packaged anywhere else.