The Relationship You Want with Your Financial Advisor with Dasarte Yarnway

Dasarte 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 solutions, Dasarte has become the
go-to partner for millennials, growing families and seasoned
investors alike. Berknell encapsulates this approach in their
motto: Advice With You In Mind.


Coined a “financial thought leader” and Guru by NerdWallet and
Financial Planning Magazine, Dasarte believes in meeting you
where you are. He offers advice and insight through his weekly
podcast, The Young Money Podcast, three books (Dating Benji 2016,
Young Money 2018, Pay Me In Equity 2019) and weekly blog. His
prayer is that you may design your wealth on your terms.


 


HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:


The story of how Dasarte got into the financial world

The group Dasarte likes to empower around their finances

How he built an ecosystem of financial knowledge for a
community of people

Why Dasarte embodies a mindset of servant leadership

Applying the R.I.I.T.E. planning process

The reason Dasarte has applied the lighthouse method in all
that he did

What the bigger picture for Berknell Financial looks like

The changes Dasarte has made to build his business more
efficiently

The responsibility Dasarte feels to improving the financial
industry

The hardest business lesson learned by Dasarte

The niche that Berknell Financial is continuing to reach

The biggest thing many clients don’t understand

 The unique challenges athletes face with financial
decisions

Who the real hero is in the advisor-client relationship and
why



LINKS WE MENTIONED ON THE SHOW:


Investopedia Top 100 Financial Advisors 2020

Books By Dasarte Yarnway

Young Money Podcast



GET SOCIAL WITH DASARTE AND LET HIM KNOW YOU HEARD ABOUT
HIM HERE


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