(feat.) Vance Barse

We’re joined by Wealth Strategist and Founder of Your Dedicated Fiduciary, Vance Barse. In this episode, we cover our recent partnership to bring financial planning services to all of our staff, and explore some of the current holes in financial planning, including: ·     Financial advisor requirements (or lack thereof)·     The importance of tax and estate planning documents·     Different service models·     MoreIf you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

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(feat.) Vance Barse

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