The Human Advisor Approach and Inspiring All 'Onward to Greatness' with Dasarte Yarnway [Ep56]
Welcome to episode 56 of The Innovating Advice Show.
I’m joined by Dasarte Yarnway, Founder and Managing Director of Berknell Financial Group which he started at age 24 and which quickly became one of the most notable millennial-led financial services organizations in the U.S.
A true thought leader, entrepreneur and inspiration for this generation, Dasarte shares the powerful story behind his Onward to Greatness brand and discusses how he’s structured Berknell with three distinct client groups to serve clients at every stage, including traditionally overlooked and underserved people.
We chat about the three books he’s written, his podcast, weekly blog and 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.
Humans Under Management virtual event happening 8th September: https://bit.ly/IAHUM2020
Tickets: R500, US$30, £23, AU$42.
Resources
Book: Dating Benji, Straight Talk On Improving Your Relationship With Money
Book: Young Money: 4 Proven Actions to Design Your Wealth While You Still Can
Guest Bio
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 firms inception, Berknell Financial Group has become one of the most notable millennial-led financial services organizations. In an industry that focuses on revenue and an dollars-invested, Dasarte realized that a firms 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 client 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 Nerd Wallet and Financial Planning Magazine, Dasarte believes in meeting you were 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.
Timestamps
01:15 - Introducing Dasarte Yarnway
04:24 - The story behind Onward to Greatness
06:40 - Ten lessons from the battlefield
09:37 - Starting Berknell Financial Group at 24
15:05 - Be an agent of change
16:33 - The benefits of starting your own firm
18:45 - Being inspired
19:55 - Inspiring others
21:03 - Being human
22:51 - Berknell’s three distinct client groups
26:34 - Expanding the Berknell community
27:51 - Bringing the community together
29:10 - Going virtual
31:00 - Dasarte’s start as a writer
35:27 - What’s next