via PR Newswire
The model is based on grounded concepts, including policy-based financial planning® and the financial planning process, that originate from some of the brightest minds in the profession. These concepts provide a strong foundation on which the authors build an argument for the importance of understanding generational worldviews, addressing the balance between instant and delayed gratification, and collaborating authentically with millennials.
The duo presented their model to a group of financial planning practitioners at the Financial Planning Association’s Far West Roundup conference and they plan to continue to share the framework within the profession in service of the next generation of planners and clients. Yeske Buie, a recognized leader in the financial planning profession, is a proud supporter of the work of these two well-established CFP® professionals; Yusuf Abugideiri is a Senior Financial Planner with eight years of experience at Yeske Buie and Russell Kroeger is a recent graduate of Yeske Buie’s Financial Planning Resident Program and has since founded his own financial planning practice.