As has become an annual event, the Yeske Buie Financial Planning Team once again attended FPA’s Far West Roundup conference. At the conference, some of the brightest minds in the profession meet up to discuss any and all topics related to financial planning. For the seventh time, Dave Yeske served as sheriff. As the sheriff, Dave began with a question for discussion: how to get millennials involved in the planning profession. While the sheriff’s question resonated with the attendees throughout the weekend, the learnings from individual sessions will remain for months to come. Read on to see just what our team learned.
Yeske Buie in the Media:
Northern Virginia Magazine’s Top Financial Professionals
Yeske Buie is pleased to share that Elissa Buie and Dr. Dave Yeske have been named to Northern Virginia Magazine’s Top Financial Professionals list for 2016. The listing is featured annually in the September issue of the magazine which hit newsstands this week. Elissa and Dave have appeared on all five of Northern Virginia Magazine’s previous lists of Top Financial Professionals. Learn more about the list methodology and Elissa and Dave’s involvement.
My Voice is My Password
Schwab has recently introduced a new voice ID service to verify your identity when you use Schwab’s automated phone service or speak with a Schwab financial professional. Replacing PINs and personal questions, the new service uses your voice as a secure password to direct you to an agent. Because your voice, like your fingerprint, has very unique characteristics, voice ID is a very secure method of personal identification. Learn more about Schwab’s voice ID service and the four easy steps to enroll your personal accounts.
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.