Episode 25 Dave Yeske

Published: Nov. 6, 2016, 11 p.m.

b'I am excited to have Dr. Dave Yeske on today\\u2019s 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!\\nToday 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.\\nIf 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.\\nI hope you enjoy this episode!\\n\\n\\xa0\\nIf we can take some researched based approaches to helping\\xa0 our clients affect healthy changes in their lives and in their financial lives\\u2026 why would we not want to be using the most powerful tools for that.\\n\\xa0\\nNudge\\nPolicy-Based Financial Planning in the Journal of Financial Planning\\nTranstheoretical Model (or Stages of Change) \\u2013 Health Behavior Change\\nGolden Gate University\\nThe Financial Wisdom of Ebenezer Scrooge by Rick Kahler\\nMoney Quotient\\xa0\\nThe Journal of Financial Planning (archive)\\nAcademy of Financial Services\\xa0(AFS) \\u2013 The Journal of Individual Financial Management\\nThe Evidence Based Financial Planning by Dave Yeske and Elissa Buie\\nEvaluating Research Course\\nDimensional Fund Advisors'