Episode 25 – Dave Yeske - a podcast by Financial Planning Association

I am excited to have Dr. Dave Yeske on today’s podcast! Dave is the current Practioner Editor of the Journal of Financial Planning, past President of the national Financial Planning Association and runs Yeske Buie, a financial planning firm that is a national leader for best practices. To say his resume is impressive is an understatement!
Today Dave shares the importance of research for financial advisors. We discuss the research he did on Policy-Based Financial Planning, which has been implemented by many firms as well as how financial planners, especially young planners, can incorporate research into their firms.
If we want to truly move forward as a profession, we have to be engaged with the research and let that help guide our work with clients.
I hope you enjoy this episode!

 
If we can take some researched based approaches to helping  our clients affect healthy changes in their lives and in their financial lives… why would we not want to be using the most powerful tools for that.
 
Nudge
Policy-Based Financial Planning in the Journal of Financial Planning
Transtheoretical Model (or Stages of Change) – Health Behavior Change
Golden Gate University
The Financial Wisdom of Ebenezer Scrooge by Rick Kahler
Money Quotient 
The Journal of Financial Planning (archive)
Academy of Financial Services (AFS) – The Journal of Individual Financial Management
The Evidence Based Financial Planning by Dave Yeske and Elissa Buie
Evaluating Research Course
Dimensional Fund Advisors

Further episodes of You're a Financial Planner, Now What?

Further podcasts by Financial Planning Association

Website of Financial Planning Association