LEADING WITH HEART: DANIELLE WHITE OF MYRIAD ADVISOR SOLUTIONS ON THE POWER OF AUTHENTIC WOMEN’S LEADERSHIP
JANUARY 2024Encouraging Continuous Learning: Learning is a life-long process. It keeps the mind sharp and engaged. It powers the engines of creativity. Effective leaders embrace a mindset of continuous learning and growth. By demonstrating a commitment to your own development as an authentic leader, you inspire others to invest in their professional growth as well. I share my experiences of attending leadership workshops and seeking mentorship, encouraging team members to actively pursue opportunities for learning and development. Check out this inspiring interview from Authority Magazine here!
NAVIGATING CHALLENGES THROUGH COLLABORATIVE EFFORTS
DECEMBER 2023Navigating Challenges Through Collaborative Efforts Suleman Din, from Action! Magazine, engages in a discussion with Danielle White of Myriad Advisor Solutions, delving into the current obstacles faced by financial advisory practices. The conversation also explores the intricacies of entrepreneurship and CEO responsibilities. This insightful interview was conducted live at the T3 conference in Ft. Lauderdale, marking the occasion in March 2023. Link to Action! Magazine site.
KUDOS FOR MYRIAD AND OUR CEO
DECEMBER 2023Congratulations to Myriad and its CEO, Danielle White, on a year filled with numerous achievements and milestones in 2023! From garnering recognition on Wall Street to securing nominations for prestigious technology awards, it has been a busy and highly rewarding period for Myriad. Discover all the details of this exceptionally productive year.
MYRIAD SECURES TWO PROMETHEUS AWARD NOMINATIONS!
NOVEMBER 2023Every year, the Technology Association of Iowa (TAI) hosts the Prometheus Awards to honor achievement in the Iowa technology industry. Myriad was THRILLED to be nominated for the 2023 Small/Medium Iowa Technology Company of the Year along with CEO Danielle White being nominated for CEO of the Year! Myriad wasn’t even on TAI’s radar last year, meaning not one but TWO nominations count as HUGE wins – even if we didn’t take home the gold. Over a dozen employees from across the company attended the event and had a fantastic time. A big thanks to the Technology Association of Iowa – we’ll be back next year!
LEIGH MAKES A SPLASH AT SCHWAB
OCTOBER 2023Myriad’s CTO, Leigh White, flew to Philadelphia in October to be a part of the SchwabIMPACT conference. This conference offered several engaging ways to learn, connect, relax, and sample some original Philly flavors. Leigh connected, reconnected, and experienced demos of the latest powerful products, features, and solutions available on Schwab’s platforms. She was thrilled to run into Marie Swift of Impact Communications (pictured above), a fellow industry veteran and long-time friend!
IN A NEW YORK STATE OF MIND
SEPTEMBER 2023Danielle White, CEO of Myriad, took the Big Apple by storm in September! Through her industry connections, Danielle was invited to speak at both Nasdaq and The New York Academy of Medicine. She gave critical insights into her journey as an entrepreneur, including the challenges she’s had to overcome as a woman in the male-dominated technology industry. All in all, over 150 people heard her powerful message before Myriad went BIG TIME with a debut in Times Square (pictured above)!
DANIELLE & AMY ATTEND THE FUTURE PROOF FESTIVAL
SEPTEMBER 2023Pictured Above: 3 Fearless Women! CEO, Danielle White, and VP of Strategy and Business Development, Aimee Cook, had an incredible time in September at this year’s FutureProof Festival in Huntington Beach, CA. There they joined their peers at the largest gathering of top-level wealth management professionals, CEOs, CTOs, COOs, and fast-growing financial advisors. They did things like record videos with industry leader Marie Swift as well as tackled challenges, shared insights, and helped generate actionable takeaways on 12 critical industry topics at FutureProof’s Breakthru Hosted Talks. Be sure to catch them both there next year!
BEST STOCKS
AUGUST 2023Myriad's CEO Danielle White and her new podcast The White Report The White Report was featured by Best Stocks in their article about global leaders. The article explains how entrepreneurs can be empowered by embracing the philosophy of life-long learning. “The new podcast, led by Myriad Advisor Solutions’ dynamic CEO, Danielle White, delves into a spectrum of growth-oriented topics. Through captivating interviews with diverse business experts, the podcast equips entrepreneurs with valuable insights spanning executive leadership, technology, marketing, and beyond.”
MYRIAD ADVISOR SOLUTIONS ANNOUNCES NEW PODCAST TO HELP SMALL BUSINESS OWNERS EXCEL
JULY 2023Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, today announced that they are launching a new podcast titled The White Report. Hosted by Myriad's own Chief Executive officer, Danielle White (White), The White Report provides actionable steps and advice to small business owners at every stage of a company's launch and growth. Each episode features a different business expert who will discuss with White pertinent topics that touch on executive leadership, business management, human capital, technology, marketing and more.
MYRIAD AT THE DSM CORPORATE GAMES
SUMMER 2023HUDDLE UP! As a growing fixture in the central Iowa business community, Myriad was thrilled to take part in the 2023 Des Moines Corporate Games. Management threw the gauntlet down and our employees stepped up in a big way, participating in athletic events like basketball and cross country races as well as community oriented efforts such as Meals from the Heartland and the Blood Donation Challenge. Click ‘Read More’ below to see where Myriad ended up on the Leaderboard!
Goldman Sachs 10,000 Small Businesses
July 2023Myriad is THRILLED to announce our CEO Danielle White is one of the Spring 2023 graduates in the ninth cohort of Goldman Sachs 10,000 Small Businesses (10KSB) program, located in Iowa. Danielle gained practical skills in topics negotiation, marketing, and employee management that she’s already putting into action. This distinction not only means Danielle has joined a network of more than 230 10SKB alumni in Iowa and approximately 13,500 10KSB alumni nationwide, but also has access to the tools and professional support as she leads Myriad to the next level!
MYRIAD ADVISOR SOLUTIONS TURNED 14 THIS YEAR!
JUNE 2023We are so grateful to everyone who has supported us along the way on this journey and couldn’t have done it without you! In honor of our 14th anniversary, we had our second Annual Golf Tournament at the Tournament Club of Iowa in Polk City. Both Myriad clients and employees gathered to golf and spend the day outside! Additionally, we collected donations for the Susan G. Komen nonprofit and St. Jude Children’s Research Hospital. We raised $1,102 for the Susan G. Komen nonprofit, $1,137 for the St. Jude Children's Research Hospital, and will be donating $1,500 to each. Be sure to keep an eye out for our third Annual Golf Tournament golf invite next year! In addition to hosting our second Annual Golf Tournament, Myriad employees had the opportunity to go to an iCubs baseball game. Employees received free tickets to the game, food and drinks for the duration of the game, and a souvenir of choice as a memento of the evening. Everyone had a blast! Once again, thank you for your continued support. We are looking forward to the next 14 years of business!
Business Spotlight
March 2023Many people are unsure of the challenging task of going independent. CEO Danielle White talks about how Myriad Advisor Solutions navigates the transition process for financial advisors. Over the course of the last 14 years, Myriad has been able to streamline the transition process, in order to take the stress and pressure off of advisors. In addition, Myriad Advisor Solutions is able to help advisors not only with the transition process but to grow and maintain the business all while enhancing the client experience.
Financial Advisor Magazine
March 2023In the article, “Why the Ranks of Women Advisors are Finally Increasing,” Financial Advisor Magazine’s Tracey Longo remarked on Myriad’s ratio of female employees stating, “Myriad walks the walk when it comes to hiring women themselves. The firm has 62 employees, 34 of them women.” Our CEO, Danielle White, explained, “I think our firm empowers women through example and help illustrate a successful business model that allows advisors we work with today to have that same success … more times than not through the female workforce.” To read the full article, click the Financial Advisor logo.
T3 Technology Conference
March 2023T3 is the latest information hub to take an interest in the newly restructured executive team at Myriad. “I am extremely proud – both as a mother and a business mentor – to see Danielle’s skill and abilities blossom in such a profound and beautiful way,” said former CEO Leigh White. “During the last few years, I had several family members pass away and as a result, I had to step back from my work responsibilities to a degree. Every business owner hopes that their company has the leadership to weather any storm. Danielle stepped in and led this firm without missing a beat.”
Yahoo! Finance
January 2023Myriad Advisor Solutions announced that Danielle White has assumed the role of CEO. While Leigh White is not retiring and will remain in the C-suite, Danielle is taking the helm as part of the company’s multi-year succession plan. To read the official news release, click the Yahoo! Finance logo.
Authority Magazine
January 2023Authority Magazine interviewed Myriad CEO, Danielle White, asking her advice on how to push the boundaries of your comfort zone in order to succeed at both your career and your life. Danielle responded with some great insights: “Getting out of your comfort zone is exciting. You have a chance to learn new things: different problem-solving skills, new perspectives, how to retrain your habits. All of these things increase the quality of your life and the lives of those around you.”
MYRIAD INFOGRAPHIC
DECEMBER 2022Myriad provided 2022 success stats saying: “Seeing these numbers is such a sweet reminder of the impact we were able to make in 2022.”