Episode 155

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Published on:

4th Jul 2022

Emlen & Dasarte Going Independent

Just as we’re celebrating our independence as a nation– maybe it’s also time for you to consider becoming an independent financial advisor! As we progress in the industry, there’s always going to be a part of us that wants independence in some way, shape, or form to create our own individual journeys.

In this episode, long-time recurring guest Dasarte and I talk about how you can achieve this independence, and you need to avoid making the same common mistakes among all financial advisors.

Find your why, and draw your path as you listen in on our conversation! 


Highlights:

>> How Dasarte knew he was ready to go independent

>> Common mistakes people make when going independent

>> How Dasarte recenters himself when things are difficult

>> Don’t be scared of grit and grind, but also defend your time

>> Everything you learn at this moment is to be better than the last


Connect with Dasarte:

>> Instagram: https://www.instagram.com/dasarteyarnway/ 

>> Twitter: https://twitter.com/DasarteYarnway 

>> LinkedIn: https://www.linkedin.com/in/dasarte-yarnway-b3b39443/ 


If you loved this episode, you have to listen to these episodes as well: 

>> Episode 154: Aligning Values and Investments with Laura LaTourette, CFP® and Ramona Maior, CFP®

>> Episode 123: Brand Building and Minorities in Finance with Jacqueline Schadeck

>> Episode 53: Following Your Passion & Growing Your Wealth with Modern Money’s Angela Moore

 

 I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv), Spotify (https://spoti.fi/3jParH0), Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

 

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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://bit.ly/3jO4cmF) 

Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com  Can't wait to meet you.

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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

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 19 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 client's 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.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.