• #76 Providing Value Beyond Numbers as Financial Advisors w/ Yusuf Abugideiri, Partner & Senior Financial Planner, Yeske Buie

  • Mar 29 2024
  • Duración: 28 m
  • Podcast

#76 Providing Value Beyond Numbers as Financial Advisors w/ Yusuf Abugideiri, Partner & Senior Financial Planner, Yeske Buie  Por  arte de portada

#76 Providing Value Beyond Numbers as Financial Advisors w/ Yusuf Abugideiri, Partner & Senior Financial Planner, Yeske Buie

  • Resumen

  • Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/

    Yusuf Abugideiri, CFP® (https://yebu.com/) is a Partner and Senior Financial Planner at Yeske Buie. Yusuf has been recognized as a top financial professional by several respected publications. Washingtonian Magazine named him a Top Financial Advisor in 2019 and 2020, and he was named to Northern Virginia Magazine’s list of Top Financial Professionals in 2020 and 2021.

    In this episode, Brian and Yusuf discuss:

    1. Nurturing Young Talent in Financial Advisory

    2. The Human Side of Financial Advisory

    3. Planning for Uncertainty in Financial Markets

    4. Aligning Strategies with Individual Needs

    LinkedIn: https://www.linkedin.com/in/yusuf-abugideiri-cfp%C2%AE-737854110/

    Website: https://yebu.com/

    Twitter: https://twitter.com/yusabu_pro

    Facebook: https://www.facebook.com/YeskeBuie

    Article: https://yebu.com/author/yusufa

    https://www.financialplanningassociation.org/article/journal/SEP17-serving-millennial-clients-3-step-model

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    Work with FourStar: https://financialadvisorsworkshop.com/Advisors

    DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

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