A Global Voice in Financial Planning
Our Chief Planning Officer, Lauren Stansell, CFP®, was recently invited to share her expertise at a conference hosted by iFAST, a global digital banking and wealth management platform headquartered in Singapore that serves investors across Asia. The Global Wealth Advisor Symposium, typically held in Asia or Europe, came to the U.S. to explore how to evolve beyond a traditional investment and sales model and embrace comprehensive financial planning.
At the conference, Lauren participated in a panel alongside local experts Megan Gorman and Ivan Illán, fielding questions about Yeske Buie’s business model, how we serve Clients, and how we define success. She spoke about the importance of building authentic relationships, our values-based approach to financial planning, our in-depth discovery process, and some of the most meaningful moments she’s experienced with Clients.
Lauren’s invitation to speak is more than just a personal achievement, it’s a reflection of the reputation that she and Yeske Buie have built as one of the recognized best financial planning firms in the country. It is an honor to know that her voice is being sought out by professionals around the world who are eager to learn how to serve their Clients with deeper care, clarity, and purpose. The invitation was also an opportunity to continue giving back to the profession by helping to shape its future, just as our Founders have done for decades.
Reflecting on the experience, Lauren shared:
“It was an honor to be invited to participate in this event, and it was deeply reaffirming to witness the strong values alignment among other outstanding Bay Area financial planners. The audience’s engagement was palpable with thoughtful eye contact, nods of understanding, and curious questions throughout. It was energizing to share what makes this profession so meaningful with individuals who are eager to grow and elevate the planning experience for themselves and their Clients.”
Well done, Lauren! We are proud to have you leading our team and serving our Clients with excellence.
