Fiduciary financial advisor Vance Barse discusses misconception number one–”All Advisors Do Comprehensive Financial Planning”–from his book “Fiduciary Wealth Management”. To learn more about all things fiduciary, download “Fiduciary...
An excerpt: According to Your Dedicated Fiduciary wealth strategist and founder Vance Barse, CPWA®, AIF®, many applicants aren’t even covering the basics of spellchecking and formatting their resumes. Barse said, “It is mindboggling to me how many resumes I...
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...
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...
The power of education is remarkable. As such, I wrote a mini e-book to help the public enhance its knowledge about financial advisors. This insightful and easy-to-read e-book offers key questions to ask your financial advisor or one you’re thinking about...
Download this PDF By Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary ® Vance Barse is the founder of Your Dedicated Fiduciary®, which serves as financial consultant and trusted advisor to roughly 50 families coast-to-coast and...
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