Everything changed during FPA Retreat in Cheyenne County, Colorado in 1995.

Up to that point, the focus of these gatherings, conferences and presentations was the continued honing of technical knowledge.

But, this presentation by George Kinder and Dick Wagner brought the human side of advice into the light. Dave Yeske was in attendance that day and calls the presentation a turning point for the human dimension within financial advice.

In this conversation, he describes exactly what it was like to be at that 1995 meeting and details how Yeske Buie helps clients define their “Live Big®” life.

Here’s what you’ll learn:

• Why embracing the human dimension is top of mind over the next 5 years
• “What’s the story?’ – A question to move clients toward their ideal life
• “Live Big Ideas” – A list of non-financial ways to enhance your life
• “Connecting the Dots” – A script for making recommendations that resonate
• A sign that a client/prospect truly understands the point you’re trying to make

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Resources:

• The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier