A Concise History of the Financial Planning Profession
Being a member of a profession means having a shared understanding of who we serve and how we serve them, as well as the standards to which we hold ourselves when practicing our craft. For the September issue of the Journal for Financial Planning, Dave Yeske offers a concise history of the financial planning profession that details where the financial planning profession came from and how it evolved to look the way it does today. Read on to learn more about the profession’s institutions, education programs, pro-bono work and more.
Our User’s Manual is an interactive guide to all things Yeske Buie that offers practical information ranging from how we serve our Clients to how you can get help with any issue. As you explore the Manual, you’ll find a history of our firm’s evolution, in-depth discussions of our investment and financial planning philosophy, a chance to meet the Yeske Buie team, and a guide to “Why Yeske Buie Clients are Elite”. The Manual is a dynamic guide that is updated regularly so even if you’ve reviewed the Manual in the past, we encourage you to jump right in and explore the wealth of useful and, we hope, interesting information.
Referrals are the Greatest Compliment
Clients and referral sources have often told us that they hesitate to make a referral because they don’t know if friends, relatives, or coworkers meet our minimums or would otherwise be a good fit. Our message is that we are Financial Planning Evangelists® and would like to see everyone who seeks advice find a competent, ethical financial planner. Thus, we’re happy to talk to ANYONE who is referred to us and if, for whatever reason, we find that we’re not a good fit, we will work to match them up with an experienced financial planner who is.
If you know someone who may be interested in talking with us, please ask them to contact Lauren@YeBu.com or send Lauren the individual’s name and contact information so we may connect with them to set-up an initial meeting. We thank you for the continued trust you show in us by referring your friends, family, and colleagues so that we can help them to harness their financial resources to pursue exquisite, fulfilling lives.
At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.