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Ep 213: A Policy-Based Financial Planning Approach To Advising Clients Through Uncertainty with Dave Yeske
Ep 213: A Policy-Based Financial Planning Approach To Advising Clients Through Uncertainty with Dave Yeske
ratings:
Length:
106 minutes
Released:
Jan 26, 2021
Format:
Podcast episode
Description
Dave Yeske is the co-founder of Yeske Buie, an independent RIA based out of San Francisco that oversees $740 million of assets under management for more than 300 affluent clients. Dave has successfully blended together academic financial planning research with the practice of financial planning to culminate in an evidence- and policy-based financial planning approach that sets clients up with the confidence to handle any number of future scenarios with ease. Listen in as Dave shares in detail how his firm applies evidence-based planning and how this approach helps to reduce client stress during market volatility. He will also discuss why it’s important to be ready to adapt to change instead of trying to predict the future, where his passion for academic research came from (and how he applies it to financial planning), and why he was motivated to create what may have been the very first financial planning client portal ever. For show notes and more visit: https://www.kitces.com/213
Released:
Jan 26, 2021
Format:
Podcast episode
Titles in the series (100)
Ep 002: Love-Affair Marketing and Amplifying Your Successful Business with Ron Carson: Today I’m speaking with Ron Carson, a veritable legend in the financial planning world: the top-ranked advisor at LPL for 25 years running, and the founder of Carson Wealth, the Peak Advisor Alliance, and the Dreamweaver Foundation. by Financial Advisor Success