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...
From Chaos to Clarity: How Cameo Roberson Helps Advisors Build Sustainable Firms
The Advisor Journey
42 minutes
6 days ago
From Chaos to Clarity: How Cameo Roberson Helps Advisors Build Sustainable Firms
Cameo Roberson has made it her mission to rescue advisors from operational chaos. In this episode of The Advisor Journey, Cameo—founder and managing partner of Atlas Park Consulting—shares how she helps growing advisory firms build infrastructure, clarity, and confidence as they evolve from practitioners to business owners. With over 20 years of experience in wealth management, Cameo brings a unique lens to operations—helping advisors reclaim time, strengthen decision-making, and design syste...
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...
