Episode 117

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Published on:

11th Oct 2021

Presenting Recommendations with Danika Waddell [Step 5 of Financial Planning]

Welcome back to the Minority Money Podcast and we are continuing our financial planning series. This time we are on step 5, which is all about presenting recommendations.


For this week's episode, I have invited Danika Waddell, founder of Xena Financial Planning and her focus is primarily on women who work in the tech industry. Today she’s going to be teaching you how financial planners should present their recommendations to their clients and how she also goes about doing that herself.


So if you’re planning on hiring a financial planner soon or one yourself then tune in to learn more about how the presenting recommendations stage of the financial planning process works.  


Highlights

>> Danikas’ background 

>> How Danika takes her clients through the recommendation process

>> How Danika presents her one page plant to clients 

>> How Danika presents her recommendations to the clients 

>> Danika’s advice for you 


Connect with Danika  

>> Website (https://bit.ly/3uLjRHi)

>>  Facebook (https://bit.ly/3uP6vK6)

>> Twitter (https://bit.ly/3aco9xS)

>> LinkedIn (https://bit.ly/3lgbZuf)


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

>> Taking Your Investing to the Next Level through Impact Investing with Jennifer Kenning (https://apple.co/3tA1Wmh)

>> How to Start Feeling Good about Your Money with Pamela Capalad (https://apple.co/3oN3wRc)

>> Navigating the Complexities of Finance with Scott Frank (https://apple.co/3uNcAXr)   


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.