The Advisor Lab by CION

Episode 18: Starting an RIA - Mindset, Process, and Pivots


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In this episode, we sit down with Dasarte Yarnway, founder of Berknell Financial Group and one of Investment News' 40 under 40 selections. Dasarte has an inspiring story of how he got to where he is today and lives by the mantra "onward to greatness." This has helped fuel the creation and growth of Bernkell and how he approaches his business day in and day out. 

We dive into his experience in starting his RIA, pivots he's had to make in order to grow, and his approach to marketing and communications. We also dive into the idea of firing yourself as an advisor, and how it can be a powerful tool for growth.

Want to learn how to market your practice more effectively? Visit: www.thesevengroup.com 

 

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The Advisor Lab by CIONBy CION Investments

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