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...
All content for The Advisor Journey is the property of Altruist and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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...
Scaling to $300M in 3 Years: Joe Schmitz on Hyper-Focused Marketing and Team Building
The Advisor Journey
36 minutes
6 months ago
Scaling to $300M in 3 Years: Joe Schmitz on Hyper-Focused Marketing and Team Building
Joe Schmitz joins The Advisor Journey to reveal how he's built Peak Retirement Planning from a solo practice to a firm with nearly 60 team members in just three years, growing to $300 million in assets under management. Joe shares his laser-focused approach to serving "Midwestern Millionaires" – clients with $1-10 million in assets who embody the hardworking, frugal values he grew up with in rural Ohio. His multi-channel marketing strategy through YouTube, workshops, books, and Kiplinger arti...
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...
