YDF's Video Library
Snappy Kraken’s Jolt Conference: Financial Media & Public Relations Panel Featuring Vance Barse
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...
Fiduciary Wealth Management: Misconception Number One
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 Wealth Management: The...
Fiduciary Wealth Management: Misconception Number Two
Fiduciary financial advisor Vance Barse discusses misconception number two–"My Advisor Claims to be a Fiduciary and Therefore is Acting in my Best Interest"–from his book "Fiduciary Wealth Management". To learn more about all things fiduciary, download "Fiduciary...
Fiduciary Wealth Management: Misconception Number Three, Part 1
Fiduciary financial advisor Vance Barse discusses misconception number three–"My Advisor Personally Selects All My Investments"–from his book "Fiduciary Wealth Management". In this video, Vance covers the four main types of portfolio management. To learn more about...
Fiduciary Wealth Management: Misconception Number Three, Part 2
Fiduciary financial advisor Vance Barse continues to discusses misconception number three–"My Advisor Personally Selects All My Investments"–from his book "Fiduciary Wealth Management". To learn more about all things fiduciary, download "Fiduciary Wealth Management:...
Fiduciary Wealth Management: Misconception Number Four
Fiduciary financial advisor Vance Barse discusses misconception number four–"Financial Advisors are all the Same"–from his book "Fiduciary Wealth Management". The expertise and experience of the practitioner you have can make a big difference. To learn more about all...
Fiduciary Wealth Management: Misconception Number Five, Part 1
Fiduciary financial advisor Vance Barse discusses misconception number five–"My Firm Doesn't Charge Fees"–from his book "Fiduciary Wealth Management". To learn more about all things fiduciary, download "Fiduciary Wealth Management: The Millionaire's Guide to Hiring...
Fiduciary Wealth Management: Misconception Number Five, Part 2
Fiduciary financial advisor Vance Barse discusses misconception number five–"My Firm Doesn't Charge Fees"–from his book "Fiduciary Wealth Management". To learn more about all things fiduciary, download "Fiduciary Wealth Management: The Millionaire's Guide to Hiring...
Legacy Leaders Podcast Featuring Vance Barse: High-Net-Worth Planning Strategies
Vance Barse joined Rod Hatley, wealth preservation attorney, to discuss advanced planning strategies for high-net-worth and ultra-high-net-worth profiles. These strategies help keep as much money in the estate as possible, reduce taxes, and prevent heirs from fighting...