by Aica Ginete | Apr 15, 2026 | Estate Planning, Financial Advisor, Financial Literacy, Uncategorized
Vance Barse Built a Business to Bridge the Gaps The Framework for Building a Private Wealth Management Firm Earlier this year, I had the pleasure of speaking with Rob Brown, host of The Purpose-Focused Advisor. Alongside sharing tactical methods that bridge the gap to...
by Nick | Aug 1, 2023 | Fiduciary Financial Planner, Financial Advisor, Financial Literacy, News
Financial advisors understand money and investing to a degree that surpasses a majority of the population. Because of that, advisors must frequently navigate gaps in their clients’ financial educations. Here are some common client misconceptions and how to handle...
by Nick | Jul 24, 2023 | Financial Advisor, High Net Worth, Investing, Investor Behavior, Luxury Stocks, News, Private Wealth, Stocks, Ultra High Net Worth, Wealth Management
The very wealthiest may have an array of experts and tools to help them deftly manage their funds, yet many still follow the most basic tried-and-true stock picking advice: Invest in what you know. An excerpt: “A lot of ultrahigh-net-worth investors are fans of Warren...
by Chris Isom | Jul 20, 2023 | Fiduciary Financial Planner, Financial Advisor, Public Relations
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, was invited by Snappy Kraken to speak alongside industry veterans at this year’s Jolt Conference. This insightful session outlines how Vance leverages key relationships with the...
by Terri Parthum | Nov 21, 2022 | Financial Advisor, Financial Planning, Video
Are you a financial advisor looking for succession planning? Vance Barse, CPWA®, AIF® and James Fisher of FP Transitions discuss key insights every seller and buyer should know about the succession planning process. Succession planning for financial advisors is a hot...
by Nick | Oct 7, 2022 | Blog, Bonds, Financial Advisor, Financial Planning, Inflation, Investing, Markets, Portfolio Management, Stocks
One of the origins of the age-old adage “this too shall pass” is credited to Jewish folklore, which recently came up in conversation with a client during Rosh Hashanah. The phrase was attributed to King Solomon in the mid-19th century. September 22nd marked the...
