Podcasts about berknell financial group

In this episode, we welcome back Dasarte Yarnway for a second time on the podcast. Dasarte is the founder of Berknell Financial Group, Head of Community at Altruist, and Co-Founder of Onyx Advisor Network – a network for minority advisors who are looking for more resources, community to help them grow their practice. We dive into his journey, why he launched Onyx, and what equity means to him.   For more on onyx, head to: https://www.onyxadvisornetwork.com/

Without social equity there's no financial equity. Discover how Dasarte Yarnway, Head of Community at fintech Altruist is paving the way for black leaders to build equity in business. Dasarte Yarnway is driven. At Altruist he's on a mission to make independent financial advice better and more affordable, and as Founder of Berknell Financial Group he puts those beliefs into action providing educational and transparent wealth management. Discover what drives Dasarte as he talks to Nicole about sharing different journeys and experiences with Black professionals in financial services and the importance of representation and equity. He unpacks tangible action points to create an inclusive business, how to deal with inequity when starting out in the fintech space, and how he's spreading the word through The Young Money podcast and Altruist's Advisor of Tomorrow podcast. Follow Dasarte: Twitter: https://twitter.com/DasarteYarnway LinkedIn:  https://www.linkedin.com/in/dasarte-yarnway-b3b39443/ You can keep up-to-date with everything WTFinech? at https://workweek.com/brand/wtfintech/ (https://workweek.com/brand/wtfintech/)

In this episode, you'll hear about: Dasarte's Liberian lineage.Emlen's path to becoming an adviser.Challenges that underrepresented advisers face.What Onyx will do for member advisers.Why no one should fear diversity.The future of Onyx.Video Interview:  https://www.investmentnews.com/video/215989Onyx Adviser NetworkYoung Money PodcastMinority Money PodcastRelated Article:  Revisiting King's last speechRelated Article:  Group creates certification for financial conference diversityGuest Bios: Dasarte Yarnway is the founder and managing director of Berknell Financial Group, an innovative independent wealth management firm focused on helping founders and professionals in tech design their best lives.Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.With nearly 20 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the clients best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor's in business administration and is currently enrolled in coursework to obtain the certified financial planner designation.

Join me in this episode for another wonderful conversation about financial literacy with returning guest, my brother, Dasarte! Dasarte Yarnway is the host of the Young Money Podcast and the Founder of Berknell Financial Group. If you feel like you’re stagnant or just want to do something different to get to the next level then this episode is definitely for you!  Listen on as Dasarte shares his wisdom and expertise on money and why transitioning your mindset from scarcity to abundance, is a must-requirement for success!  Dasarte will also share some stories he’s rarely shared before so make sure you listen through the end!   Highlights: >> How being a child of an immigrant propelled Dasarte on his journey to success? >> Dasarte talks about money and his relationship/experience with it growing up >> How Dasarte shifted his mindset from scarcity to abundance >> Making everything count ‘cause time is your most valuable resource >> Dasarte shares his experience, going to college, getting hired for his first job and entering corporate America >> The best decision Dasarte made >> The genealogy of greatness >> How to get to the next level?   Connect with Dasarte Yarnway: >> https://www.linkedin.com/in/dasarte-yarnway-b3b39443 (LinkedIn) >> https://twitter.com/DasarteYarnway (Twitter @DasarteYarnway) >> https://www.instagram.com/dasarteyarnway/ (Instagram @dasarteyarnway) >> https://podcasts.apple.com/us/podcast/young-money-podcast-with-dasarte-yarnway/id1399342839?mt=2 (Young Money Podcast with Dasarte Yarnway)   If you loved this episode, you have to listen to these episodes as well: >> https://www.minoritymoneypodcast.com/podcast/episode/20809d35/how-to-handle-success-and-be-your-best-self-everyday-with-dasarte-yarnway (How to Handle Success and Be Your Best Self) >> https://www.minoritymoneypodcast.com/podcast/episode/1cb47870/we-need-to-talk-about-racism-empathy-george-floyd-and-being-black-in-america (WNTT 1 -  Racism,  Empathy, George Floyd's Death, and being Black in America) >> https://www.minoritymoneypodcast.com/podcast/episode/bf9c0643/the-importance-of-growing-your-personal-equity (The Importance of Growing Your Personal Equity)   ---   I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe onhttps://podcasts.apple.com/us/podcast/minority-money/id1473231134 ( Apple Podcasts),https://open.spotify.com/show/0and9szy0q9RxxQhZ2vnrf ( Spotify),https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5jYXB0aXZhdGUuZm0vbWlub3JpdHktbW9uZXkv ( Google Podcasts), or on your favorite podcast app andhttps://www.facebook.com/sharer/sharer.php?u=https://www.minoritymoneypodcast.com/podcast ( SHARE THIS) with a friend.   **********   Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://www.facebook.com/groups/423846561552747/ (https://www.facebook.com/groups/423846561552747/))    Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

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!

Dasarte Yarnway is the Founder & Managing Director of Berknell Financial Group, an innovative independent wealth management firm focused on helping millennials and seasoned investors design their best lives. Since the firm's inception, Berknell Financial Group has become one of the most notable millennial-led financial services organizations. In an industry that focuses on revenue and dollars-invested, Dasarte realized that a firm's value is created through how they could invest in their clients. Through this, The Wealth Bridge™ , Private Client Groups and Berknell Athletes were created. With his passion for listening to his clients greatest concerns and applying realistic solutions, Dasarte has become the go-to partner for millennials, growing families and seasoned investors alike. Berknell encapsulates this approach in their motto: Advice With You In Mind. Coined a “financial thought leader” and Guru by NerdWallet and Financial Planning Magazine, Dasarte believes in meeting you where you are. He offers advice and insight through his weekly podcast, The Young Money Podcast, three books (Dating Benji 2016, Young Money 2018, Pay Me In Equity 2019) and weekly blog. His prayer is that you may design your wealth on your terms.   HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: The story of how Dasarte got into the financial world The group Dasarte likes to empower around their finances How he built an ecosystem of financial knowledge for a community of people Why Dasarte embodies a mindset of servant leadership Applying the R.I.I.T.E. planning process The reason Dasarte has applied the lighthouse method in all that he did What the bigger picture for Berknell Financial looks like The changes Dasarte has made to build his business more efficiently The responsibility Dasarte feels to improving the financial industry The hardest business lesson learned by Dasarte The niche that Berknell Financial is continuing to reach The biggest thing many clients don’t understand  The unique challenges athletes face with financial decisions Who the real hero is in the advisor-client relationship and why LINKS WE MENTIONED ON THE SHOW: Investopedia Top 100 Financial Advisors 2020 Books By Dasarte Yarnway Young Money Podcast GET SOCIAL WITH DASARTE AND LET HIM KNOW YOU HEARD ABOUT HIM HERE Website Twitter

Dasarte Yarnway is the Founder and Managing Director of Berknell Financial Group, a fee-only and fiduciary firm that serves a broad range of clients, as well as professional athletes and entertainers. In this new episode of YAFPNW, Hannah and Dasarte discuss who Berknell serves and how, the books Dasarte has authored, his approach to clients, and what “onward to greatness” means.

As the son of immigrants from Liberia, Dasarte Yarnway didn’t see others who looked like him or reminded him of his parents when he landed in the financial industry. After first working at a smaller firm, a brokerage, and a large bank, the RIA space finally gave him the freedom to blaze his own trail by starting Berknell Financial Group—and to share information about finances with those who weren’t already in the room.  Learn how you can encourage candid conversations about privilege, equality, and diversity at your firm.  Guest: Dasarte Yarnway, Berknell Financial Group

In this episode of Trends with Benefits, Ed Lopez speaks with Dasarte Yarnway, Founder & Managing Director of Berknell Financial Group about building an investment advisory practice, bridging the financial information gap, working with professional athletes and taking his business digital.

A true thought leader, entrepreneur and inspiration for this generation, Dasarte joins the show and: shares the powerful story behind his Onward to Greatness brand; discusses how he's structured Berknell Financial Group, which he started at age 24, with three distinct client groups to serve clients at every stage, including traditionally overlooked and underserved people; chats about the three books he's written, his podcast and weekly blog; and shares how he's working towards quadrupling the number of households that Berknell serves. May we all follow Dasarte's lead and keep being human and moving Onward to Greatness. Links, show notes and timestamps at https://innovatingadvice.com/post/episode56. Humans Under Management virtual event happening 8th September: https://bit.ly/IAHUM2020 Tickets: R500, US$30, £23, AU$42. Join the Global Community | Connect with Kate on LinkedIn

In this episode, Luis is interviewed by Dasarte Yarnway and they talk about the importance of Holistic Financial Planning. Dasarte is the host and creator of the Young Money Podcast and the founder of Berknell Financial Group. Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host of the On My Way to Wealth podcast. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch. From participating as an FPA NexGen Ambassador to speaking at the CFP Board’s Diversity Summit, Luis uses his platform to help spread financial literacy as well as encourage younger and diverse planners to join and thrive in the industry.   Notes: In this episode, you’ll learn about the following: What Holistic Financial Planning encompasses Some of the most common things that people overlook when it comes to their finances How Holistic Financial Planning can help guide people and provide peace of mind during turbulent times Three things you can do today to get a handle of your financial life Resources: Bernell Financial Group’s Website On My Way to Wealth Podcast & Blog Build a Better Financial Future LLC Luis’ Twitter Luis’ LinkedIn Luis’ Instagram Luis’ Facebook

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   

This episode is for anyone interested in getting serious about their financial goals. Dasarte Yarnway is an author, podcaster, and, most importantly, the Founder & Managing Director of Berknell Financial Group, an innovative independent wealth management firm focused on helping millennials and seasoned investors design their best lives. We discussed the importance of seeking out advice from a financial advisor, recommendations for planning for emergencies similar to COVID-19, financial resources, and more!  For financial advice visit: https://berknell.com/solutions/overview Connect with Dasarte  Follow on Twitter @DasarteYarnwayFollow on IG @DasarteYarnway Books & podcast mentioned in this episode  Podcast:  The Young Money Podcast Books: Young Money: 4 Proven Actions to Design Your Wealth While You Still Can Dating Benji: Straight Talk on Improving Your Relationship with Money Pay Me In Equity: A Millennial Guide to Understanding Equity Compensation Did you enjoy this?  You can regularly support this podcast by donating here. I often share more thought-provoking ideas on Medium, and you can check out my most recent think piece here. Want to share your thoughts or feedback on an episode? Leave me a voice message. I'd love to hear from you or get suggestions on other guests to bring on to the show. https://anchor.fm/not-your-average-culture/message  Thanks for tuning in! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/not-your-average-culture/message Support this podcast: https://anchor.fm/not-your-average-culture/support

In this episode, I bring on Abdul Taylor, the man that helped me start Berknell Financial Group almost 5 years ago. He share's his side of the story and lessons he learned through our entrepreneurial experience. An instant classic. Tune in! #YouAreYoungMoney

We aren’t always handed the perfect life, but what we can do is choose to grow from the hardships and use them to motivate us to strive for more. Join in as Dasarte Yarnway, host of Young Money Podcast,  Founder of Berknell Financial Group, and author of 3 books shares his story and shares some tips on just how focusing on what we can control will alter our lives significantly. Join a group of like minded individuals on their journeys to change the complexion of wealth one step at a time! Minority Money Community Minority Money Facebook (https://www.facebook.com/minoritymoneypodcast)

On this episode of the Young Money Podcast, I was able to have my business partner and Executive Director of Berknell Financial Group, Sean George give a few tips to listeners on how to get started in their investing journey. This practical advice can be easily implemented and can help listeners - both young and seasoned - get a jumpstart on designing their wealth. You are #YoungMoney. Enjoy! Disclaimer: Before taking any advice in this podcast, be sure to sit with a financial professional to assess all factors of your individual circumstance.

It's been a long time coming for this podcast. And I mean a long time! Since starting my business in 2015, I've learned a bunch of lessons, I've stared at defeat in the face and I've continually placed one brick on top of the another to design my wealth on my terms. You see, the reason for creating Berknell Financial Group was to be able to give people, just like you and I, the financial guidance and tools needed to design their wealth and live their best lives. What better way to kick off the podcast than sharing my story with you on my birthday! Pull up a seat, step into my journey and let's enjoy this crazy ride, together.

• Welcome to Episode 9 where we talk with Dasarte Yarnway about Everything Finance! Founder & Managing Director of Berknell Financial Group & Author of 'Young Money: 4 Proven Actions to Design Your Wealth While You Still Can', Dasarte breaks the ice on creating your Master Plan & achieving true wealth. Our Foreign Listeners also get to hear how to Diagnose the R.I.I.T.E. Process for optimal financial growth: Retirement - Investments - Insurance - Taxes - (Fundamental) Estate Planning. As well as the different Markets to invest in Africa, Mastering the Mindset & some MAJOR KEYS shared in Dasarte's book, Young Money. • Share Circle: • Congratulations to ALL graduates this season and showing Black Excellence! Special shoutout to Kaamil Al' Haasan Masters Graduate from University of Indiana, Bloomington in Education & Shardan Perrymen Masters Graduate from University of Southern California in Social Work Studies • Tristian Williams, Cash Flow Calling where you can find online webinars and content on how to make profit with a purpose, growing clientele and more! • Vannessa Lindsey, Founder & CEO of Concept to Funding & Another Choice Another Chance. Find out how to grow your funding opportunities with Grants, Fiscal Sponsorships & other community sponsors as a Nonprofit or working in a Start Up. ACAC provides Mental & Behavioral Health Services to both youth and adults and has been a nonprofit in the Sacramento community for the last 30 years! • Episode Shout Out: • If you have a business or nonprofit that you want us to share on the show, please let us know!

Welcome to Episode 8 where we share all the Mama Love and talk about the recent celebrations & great discussions shared during last Mother's Day. You will hear what we have learned so far from Mom, proud moments and messages we wanted to make sure our Mama's know. H4I Break1: Quick French Translation: -Hello Everyone! My name is Mitchy Rene and I'm here to say Happy Mother's Day to all the Mom's. I know it is a little late but I feel Mother's Day is Every Day! Happy Mother's Day again and good bye! Share Circle: -Watch Tully!! In Theaters Now!! -Oprah's SuperSoul Conversations: Dr. Shefali Tsabary: Conscious Parenting Can Change the World - Book The Conscious Parent - A new way to think about parenting. -Book Share: Edwidge Danticat - Born in Port au Prince, Haiti Novelist & Short Story Writer & began writing at 9yrs. Old. (according to Wiki); Author of: -The Butterfly's Way -Claire of the Sea Light -Other Book Share: I almost Forgot About You by Terry McMillian -TV Show Share: -SAFE on Netflix -13 Reasons Why Season 2 - On Netflix. Out May 18th! - Shot in the bay! In Vallejo and Fairfield Check Out Our Next Episode w/ Dasarte Yarnway, Founder & Managing Director of Berknell Financial Group, where talk about everything Finance! Corrections Corner: -"That Bookstore" = Underground Books (off 35th St. & Broadway - Sacramento, CA) -Discussion & Book Signing Mom & I Crashed = "Filling A Void...A Resource For The Journey To Manhood" by Charles D. Dangerfield

On the eleventh episode of All About Your Benjamins The Podcast I’m joined by CEO and Co-Founder of Berknell Financial Group, Dasarte Yarnway. Not only is Dasarte a CEO at the age of 26, but he is also a published author with his new book Young Money–making me feel like an underachiever at the age of 36! In Young Money… Continue Reading→ The post Mastering Your Mindset With Dasarte Yarnway (011) appeared first on All About Your Benjamins™.