# Danika Waddell
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Top podcast episodes featuring danika waddell.
Trusting Yourself To Do The Damn Thing With Danika Waddell
In this episode, I talked with Danika Waddell, a Certified Financial Planner who focuses her time on helping women step into their power and build confidence in managing money. Danika’s venture into finance, though it seems fated, had many moments of frustration that eventually led to her deciding …
Integrating Coaching into Financial Planning with Danika Waddell & Diana Yanez
Ross Marino is joined by Danika Waddell & Diana Yanez. They discuss how life planning & coaching are helping today's advisors build better and stronger connections to their clients.
39: Picking a Niche for Maximum Growth with Danika Waddell
Have a business idea but feel confused about who you want to serve? It can be confusing to figure out your ideal market but super important if you want to build a viable business that thrives.
If this sounds like you then look no further!
Danika Waddell is a certified financial planner who serve…
41: Thoughts on Incorporating Diversity, Equity, and Inclusion Into Your Business with Danika Waddell
In this episode, we’re bringing you some bonus content from our conversation with Danika Waddell. We interviewed Danika originally in Episode 39 - Picking a Niche for Maximum Growth.
In addition to her expertise on specifying your niche, Danika is also incredibly passionate about being a respo…
Ep 337: Becoming An 'Accidental' Entrepreneur When Independence Isn't Chosen But Forced By Circumstance With Danika Waddell
Danika Waddell is the President and Founder for Xena Financial Planning, a virtual advisory firm that advises 40 client households of women in tech, and supports more than $275k of ongoing revenue. Danika's unique path involved launching her own independent RIA not as an entrepreneurial endeavor, b…
The Intentional Investor #26: Danika Waddell
Join host Matt Zeigler as he interviews Danika Waddell, founder of Xena Financial Planning, in this engaging conversation about career pivots, financial independence, and creating a more inclusive financial services industry. Danika shares her journey from accounting to launching her own financial …
Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell
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?…
Be Afraid and Do It Anyway: Danika Waddell on Leadership, Advocacy, and Owning Your Voice
Cathy Curtis, CFP®, sits down with Danika Waddell, CFP®, founder of Xena Financial Planning, for a heart-forward conversation about courage, community, and building a career that feels truly meaningful. Together, they explore Danika’s bold approach to speaking up in hard moments, the intentional 50…
Building with Intention: How Danika Waddell Merged Vision, Values, and Growth
Danika Waddell’s journey from solo founder to firm leader is a masterclass in intentional growth.
In this episode of The Advisor Journey, Danika—founder of Zena Financial Planning—shares how she built a practice centered on professional women in tech, the lessons learned from evolving her business …
Life Planning Beyond the 3 Questions with Danika Waddell
[embed]https://youtu.be/MueccSYfft8?si=jHZcUci2XvrZyF0A[/embed]
In this episode of the Financial Behavior Thought Leaders podcast, Dr. Mary Bell Carlson welcomes Danika Waddell, CFP®, MS, RLP, a human-centered financial life planner known for her unique approach to ongoing client engagement and ho…
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