Meet the RIA

YDF Founder D. Vance Barse shares how a pivotal career moment reshaped his philosophy around wealth planning and why he believes traditional financial advice often falls short for affluent families. He also discusses the proactive strategies used by $2 million to $20 million households, the importance of communication in building trust, and what differentiates his approach within today’s increasingly competitive RIA landscape.

What is Meet the RIA?

Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.