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...
When Growth Isn’t Enough: The Turning Point in Shawn Tydlaska’s Journey
The Advisor Journey
34 minutes
1 week ago
When Growth Isn’t Enough: The Turning Point in Shawn Tydlaska’s Journey
Shawn Tydlaska built the kind of firm most advisors dream about—steady referrals, a growing team, and over $1 million in annual revenue. But behind the milestones was a different story. In this episode of The Advisor Journey, Shawn sits down with Dasarte to talk about what happens after you hit every goal and still feel stuck. He opens up about burnout, redefining success, and the decision to stop drinking—an act that forced him to face the parts of himself he’d buried beneath constant work. ...
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...
