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NextGen Planners

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Now displaying: Page 1
Feb 23, 2021

For our 100th episode, Dan chats with Dasarte Yarnway from the United States, who is the co-founder and owner of Berknell Financial Group. 

Here, they chat about why Dasarte thinks should start a business at a young age and take risks whilst you have time. They also chat about fee structures, book-writing, content and the profession generally. 

Enjoy!

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