Lectures

Are you a financial advisor interested in getting into financial news media or hiring a PR firm? Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, spoke alongside public relations industry veterans at Snappy Kraken’s Jolt Conference. This insightful session outlines how financial advisors can build relationships with financial journalists and leverage public relations to grow their businesses and bring value to clients.

Vance Barse lectured on advanced financial planning strategies for high-net-worth estates at the largest exchange traded fund ("ETF") conference: Exchange ETF conference.

Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, was invited by Riskalyze to speak alongside several leading financial journalists at this year's Fearless Investing Summit. This insightful session outlines how to leverage key relationships with the Fourth Estate in bringing maximum financial literacy value to clients and the public. Additionally, Vance touches on his journey in becoming a thought leader for financial media.

Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, hosted "The Value of Advice: Articulating and Demonstrating Your True Alpha to Clients and Prospects" at the Wealth Management EDGE conference.

Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, moderated the "Lessons from Wealth Makers" session during the inaugural Exchange conference.

Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, was invited by Wealth Management EDGE to speak on "The ETF Imperative" which is part of the Visionaries Webinar Series. This insightful webinar outlines how to incorporate ETFs into a portfolio to lower the cost of a portfolio and reduce tax inefficiency. Additionally, Vance outlines how to tax-efficiently convert a higher-cost portfolio of mutual funds to a lower-cost portfolio of ETFs.