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Executive Summary

Welcome back to the 213th episode of the Financial Advisor Success Podcast!

My guest on today's podcast is Dave Yeske. Dave is the co-founder of Yeske Buie, an independent RIA based in San Francisco that oversees 740 million of assets under management for more than 300 affluent clients. What's unique about Dave, though, is the way he has blended together academic financial planning research with the practice of financial planning, culminating in a policy-based financial planning approach that frames financial planning, not in terms of the recommendations he makes for specific client situations, but the policies he set with clients to help them confidently handle any number of future scenarios that might arise.

In this episode, we talk in-depth about how Dave applies his policy-based financial planning approach at Yeske Buie, the monthly reports they generate for retired clients to help them see whether they're in their safe spending policy guidelines, the quarterly tax reports they create to coordinate with their clients' outside accountants. The Money Quotient questionnaires they use on an annual basis to be certain that they're covering all the bases with their clients, and how using a policy-based approach to financial planning can help reduce client

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Overall Rating: ⭐⭐⭐⭐

“Twenty-four advent calendar doors. Twenty-three clues. One killer…”

I think this was my first ever Christmas themed murder-mystery and it was utterly brilliant! I went into this really not knowing what to expect, but I was very quickly hooked. I loved Ernest and his humour, and the characters we meet had me constantly questioning their innocence. Can you crack the case before the end? I did not 😂 So happy to be sharing my review of Everyone This Christmas Has A Secret!

About the book

My name is Ernest Cunningham.

I’m not a detective. I just happen to have a knack for what makes mysteries – and murderers – tick. I’d hoped, this Christmas, that any killers out there might be willing to take a break for the holidays.

I was wrong.

So here I am, backstage at the Christmas show of world-famous magician Rylan Blaze, whose benefactor has just been murdered. From the magician’s assistant to the hypnotist, my suspects are all professional tricksters. Masters in the art of misdirection.

My clues are even more of a mystery:

A suspect covered in blood, with no memory of how it got there.

A murder committed without setting foot inside the room where it happens.

And an advent calendar. Because, you know. It’s Christmas.

Solvi

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