“I think once you set your mind on a definite goal, the world stands aside to watch you pass.”
At only 7 years old, young Dasarte’s first experience with money was watching his parents file for bankruptcy. A moment like this could have devastating consequences for a child, but for Dasarte, it triggered something else and pushed him to do better.
In this episode of The Human Advisor, I head to San Francisco to chat with Dasarte, Founder of Berknell Financial. Dasarte gets candid about facing adversity and racism in the financial industry, and how he overcomes the barriers to scale his business and better serve his clients.
Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship.
The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.