NEWS

YDF’s Blog

Hope Springs Eternal

Hope Springs Eternal

As 2022 gets underway, it’s a great time to regroup, focus on what (and who) truly matters in life, and let hope spring eternal. In traditional New Year spirit, the firm is looking forward to bringing value in new ways to our clients, referral partners, and friends. Here are just a few, with more to follow throughout the year.

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Succession Planning for Financial Advisors and Wealth Management Firms

Succession Planning for Financial Advisors and Wealth Management Firms

“How do I sell my financial advisory practice or book of business?” Vance Barse, CPWA®, AIF®, who has lectured on succession planning and successfully acquired a retiring advisor’s practice, outlines succession planning strategies for financial advisors and wealth management firms in his latest article for InvestmentNews.

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Certified Private Wealth Advisor® Designation

Certified Private Wealth Advisor® Designation

Vance Barse, CPWA®, AIF® obtained the Certified Private Wealth Advisor® certification through the University of Chicago Booth School of Business. The CPWA® designation focuses on specialized estate, tax, risk management, and financial planning strategies for high-net-worth clients.

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Phil Bak Podcast Exclusive: “The Freedom Ride”

Phil Bak Podcast Exclusive: “The Freedom Ride”

"Have the courage to follow your heart and intuition. They somehow already know what you truly want to become." - Steve JobsPlease click the play button below for a heartfelt message.To listen to the podcast, please click the play button below.Vance Barse joins the...

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The Importance of Financial Literacy

The Importance of Financial Literacy

“An investment in knowledge pays the best interest” – Benjamin Franklin

The statistics on financial literacy are eye opening, particularly for low-income students. Many well-heeled families, though, don’t teach financial literacy because discussing money is

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Celebrating Two & Thank You

Celebrating Two & Thank You

It's amazing how time flies. The Barse family celebrated Delaney's second birthday last month. Watching our "baby" girl full of life, energy, and enthusiasm made me reflect on the last 24 months. Delaney enjoying her 2nd birthday as a rainbow unicorn.Your Dedicated...

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Download Free eBook

Download Free eBook

The Millionaire’s Guide to Hiring the Right Financial Advisor

Get the inside scoop from an industry expert. Looking for the best financial advisor for you? What are the right questions to ask when hiring a financial advisor? Is there something more your financial advisor could be doing for you?

Check your email for your download link.