Danika Waddell’s journey from solo founder to firm leader is a masterclass in intentional growth. In this episode of The Advisor Journey, Danika—founder of Zena Financial Planning—shares how she built a practice centered on professional women in tech, the lessons learned from evolving her business model, and what it takes to create lasting partnerships. From starting her firm in 2020 to merging with another RIA five years later, Danika opens up about the realities of entrepreneurship, why she...
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Danika Waddell’s journey from solo founder to firm leader is a masterclass in intentional growth. In this episode of The Advisor Journey, Danika—founder of Zena Financial Planning—shares how she built a practice centered on professional women in tech, the lessons learned from evolving her business model, and what it takes to create lasting partnerships. From starting her firm in 2020 to merging with another RIA five years later, Danika opens up about the realities of entrepreneurship, why she...
AI and the Future of Advisor Growth with Will Steiner & Dasarte Yarnway
The Advisor Journey
33 minutes
4 months ago
AI and the Future of Advisor Growth with Will Steiner & Dasarte Yarnway
In this special host-only episode of The Advisor Journey, Will Steiner and Dasarte Yarnway discuss how advisors can effectively integrate AI into their businesses to drive growth and efficiency. They break down practical strategies for using AI to enhance marketing, streamline operations, and improve client experiences. Plus, they cover essential tools every advisor should know, address common misconceptions about AI replacing jobs, and share insights on how AI will reshape the financial advi...
The Advisor Journey
Danika Waddell’s journey from solo founder to firm leader is a masterclass in intentional growth. In this episode of The Advisor Journey, Danika—founder of Zena Financial Planning—shares how she built a practice centered on professional women in tech, the lessons learned from evolving her business model, and what it takes to create lasting partnerships. From starting her firm in 2020 to merging with another RIA five years later, Danika opens up about the realities of entrepreneurship, why she...
