Dasarte Yarnway joins me to discuss managing clients while transitioning from the west coast to the east coast and why specialization is better to grow your practice faster.
He explains how he digitized his practice without sacrificing quality in customer service and how he continues to grow even during a pandemic.
Dasarte's advisory firm, Berknell Financial, is a fee-only practice that offers comprehensive financial planning.
Your guide to building a $100m RIA
These growth strategies will help you scale your practice rapidly.
About Grow
Grow by Altruist is a show dedicated to bringing business growth advice to advisors, by advisors. I'm your host Tyrone Ross and each week I sit down with industry professionals as they share their best ideas around attracting new prospects, building a successful firm, and keeping clients happy. Watch more episodes here.
