Ep #213: Launching a Firm, Merging, then Relaunching with Rianka Dorsainvil

New Planner Podcast

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19d ago 31:42

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Rianka Dorsainvil is the Founder and Senior Wealth Advisor at YGC Wealth. She joins the show today to share how stumbling into a personal finance class in college started her path in the industry, as well as how her journey in financial planning has unfolded in unexpected ways. If you're interested in exploring non-traditional career paths, building a financial planning firm from scratch, or learning from the challenges of firm mergers and relaunches, this episode is for you!

Listen in as Rianka shares how she transitioned from a math major to financial planning after discovering her passion, ultimately securing an internship that led to a full-time role. She explains how her desire to break away from traditional firm models inspired her to start her own firm, as well as the challenges and lessons she learned from merging her firm, dissolving the merger, and relaunching her business.

You can find show notes and more information by clicking here: https://bit.ly/4fZVIms

229 эпизодов

#MBA #Business #Caleb Brown #Financialplannercareers #Financialplanning #Financialplanningeducation #Podcasting Education #Financialplanner