We are excited to have Elissa Buie join us to discuss what is financial planning. She owns one-half of the Yeske Buie firm which is on the front lines of pushing our profession forward.
Elissa sits on the Board of Trustees for the Foundation for Financial Planning, is a past Chair of the national Financial Planning Association and is a Dean for the FPA’s Residency Program. She has published multiple papers in the Journal of Financial Planning and in 2013 she was awarded the P. Kemp Fain, Jr. Award.
If that’s not enough, she has quite literally wrote the book (or at least 17 chapters) of the CFP Board’s Financial Planning Competency Handbook.
Understanding and practicing financial planning is what separates us from being an industry and being a true profession. I believe there is no one better to have talk to us about this than Elissa Buie!
“Financial planning is something different and it’s actually magical. It takes a process, the relationship that’s built, and number crunching… and turns it into more than the sum of its parts.”