Thought Leader. Financial Planner. Advocate.

Hi! Are you a financial planner who have questions about your career path, hiring or retaining the next generation of financial planners, building a business structure to take on the next generation of clients or wanting to start your own firm? Or, are you wanting to transition into the financial planning profession?

I've spent many hours over the years speaking with financial planners across the country and providing insights on what I've learned through being a national leader within the financial planning profession, working for RIA firms and subsequently launching YGC in 2015.
I encourage you to schedule a call if you would like to talk about the following:
  • Creating a price structure within an existing firm to support bringing on millennial and Gen X clients
  • How to build and set up a planning practice for millennials or non-traditional high networth clients
  • Processes and procedures
  • Social Media and building an online brand
  • Technology
  • Business and career coaching Transitioning into the financial planning profession
Feel free to book a time to chat below. You can choose between 30 and 60 minutes and rates are listed in the dropdown.

You will then be redirected to an online scheduler to find a time that works for you. I like to take a personal approach for these calls and prefer video conference. No worries if you are camera shy, we can have a regular call as well.

Still have questions? I would love to chat!

© 2019. Rianka R. Dorsainvil.