Increase business productivity through a resident financial planning program with Elissa Buie

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Increase business productivity through a resident financial planning program with Elissa Buie

My visitor immediately has been within the monetary planning business for 35 years and is extremely lively on this occupation. Along with serving as CEO of Yeske Buie, an unbiased RIA that manages practically $ 750 million in AUM for 240 shoppers, Elissa Buie sits on the core advisory board of the McIntire Faculty of Commerce on the College of Virginia and serves as dean for the FPA. The residency program and is appointed by a distinguished affiliate professor on the Ageno Faculty of Enterprise at Golden Gate College.

On this episode, Elissa shares what excited her to remain within the business for all these years, in addition to the distinctive approach her firm makes use of the subsequent era of expertise. Hear how Yeske Buie is utilizing the resident program to extend productiveness, how issues have advanced as counselors are skilled and educated like professionals, and recommendation for brand spanking new counselors coming into the sphere.

Efficiency notes and extra data may be discovered at: https://www.kitces.com/85

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