Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell

Behind The Advisor

We’re excited to talk with Danika Waddell today, owner of Xena Financial Planning, a long-time follower of XYPN, and a relatively new entrepreneur. As you’ll hear, Danika has experienced rapid growth in her newly-launched firm and now serves over 60 clients just 13 months in. So, what’s her secret?

As we explore today, you’ll hear that it comes down to knowing your strengths and weaknesses and creating a dream team to help you stay sane and serve your clients. Danika discusses how she relies on and leverages her community, centers of influence, and coaches to help her stay on track. She talks about the nuances of pricing in Washington state and how she expects to change her firm in the future. Danika shares the softer side of how she approaches her firm, takes care of herself, embraces the abundance mentality, and is motivated by making financial planning accessible to more people.

If you’re interested in how to hit the ground running and find success when you launch your firm, then this show is for you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/318