The Dividend Cafe Thanksgiving Edition - November 26, 2025
Nov 26, 2025
In a heartfelt Thanksgiving reflection, David Bahnsen shares gratitude for his team's hard work across various departments. He praises the content creation crew for their impressive output and highlights the successful growth of the tax and planning teams. David emphasizes the importance of risk management in client service and the efficiency of the operations department. He also honors his late father's legacy and expresses deep appreciation for his wife, Jolene, and their valued clients, making this a touching salute to teamwork and relationships.
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Content Team Powers Daily Output
- David L. Bahnsen describes the heavy content output his team produces, including daily posts and multiple weekly videos.
- He credits Brian, Glenn, Lucas, and Mina for the production, design, and editing that enable the Dividend Cafe and related content.
Tax Integration Transformed The Firm
- Integrating tax into wealth management transformed the firm's offering and required meaningful investment and risk.
- Bahnsen highlights rapid growth to a nine-person tax team as a strategic, client-centric capability.
Planning Equals Investment In Service
- Building internal planning and risk teams lets advisors focus on client relationships rather than backend work.
- Bahnsen stresses that planning and investment are equal pillars of their practice and must not be subordinated.