YDF's Video Library

Succession Planning for Financial Advisors

Succession Planning for Financial Advisors

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.

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Why Did Vance Barse Become a Fiduciary Financial Advisor

Why Did Vance Barse Become a Fiduciary Financial Advisor

Vance Barse, CPWA®, AIF® introduces why he became a fiduciary financial advisor. Prior to founding Your Dedicated Fiduciary®, he spent a decade consulting leading financial advisors and wealth management firms nationwide. He founded Your Dedicated Fiduciary® because...

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What is a Fiduciary Financial Advisor?

What is a Fiduciary Financial Advisor?

What is the definition of a fiduciary financial advisor? Vance Barse, CPWA®, AIF® outlines what a fiduciary financial advisor is. Prior to founding Your Dedicated Fiduciary®, he spent a decade consulting leading financial advisors and wealth management firms...

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Certified Private Wealth Advisor® (CPWA®) Designation

Certified Private Wealth Advisor® (CPWA®) Designation

Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, was invited by the Investments & Wealth Institute to discuss the Certified Private Wealth Advisor® (CPWA®) designation. Download "Fiduciary Wealth Management: The Millionaire's...

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Danielle DiMartino Interviews Vance Barse

Danielle DiMartino Interviews Vance Barse

Danielle DiMartino--economic thought leader, author of Fed Up, and former Federal Reserve insider--interviews Vance Barse in early 2022 on this episode of Down The Middle about a wide range of various subjects, including: *What is a fiduciary financial planner? *The...

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