New Planner Podcast

Ep #213: Launching a Firm, Merging, then Relaunching with Rianka Dorsainvil


Listen Later

Rianka Dorsainvil is the Founder and Senior Wealth Advisor at YGC Wealth. She joins the show today to share how stumbling into a personal finance class in college started her path in the industry, as well as how her journey in financial planning has unfolded in unexpected ways. If you're interested in exploring non-traditional career paths, building a financial planning firm from scratch, or learning from the challenges of firm mergers and relaunches, this episode is for you!

Listen in as Rianka shares how she transitioned from a math major to financial planning after discovering her passion, ultimately securing an internship that led to a full-time role. She explains how her desire to break away from traditional firm models inspired her to start her own firm, as well as the challenges and lessons she learned from merging her firm, dissolving the merger, and relaunching her business.

You can find show notes and more information by clicking here: https://bit.ly/4fZVIms

...more
View all episodesView all episodes
Download on the App Store

New Planner PodcastBy Caleb Brown

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

28 ratings


More shows like New Planner Podcast

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,214 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

803 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

666 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,015 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

577 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,113 Listeners

The Long View by Morningstar

The Long View

905 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

BIF Bites by BIF Crew

BIF Bites

95 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

106 Listeners

Series 65 Exam Podcast by Franz Amussen

Series 65 Exam Podcast

21 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

856 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

132 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

144 Listeners