Improving Diversity & Inclusion in Financial Planning ft. Dasarte Yarnway (EP.86)
The Long Term Investor · Peter Lazaroff
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Show Notes
Upon starting his independent advisor journey in 2015, Dasarte Yarnway quickly learned that underrepresented clients and advisors alike were overlooked and underserved.
Due to the grave statistics associated with this reality, he sought out to change the landscape of the financial services industry one client and one advisor at a time.
Listen now and learn about:
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Changes in financial services over the last decade
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The importance of diversity in financial services and how to increase it
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The most important thing an advisor can do for business owners and entrepreneurs
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.