Shows
Adviser 3.0: The PodcastEp 81: Flying High with Financial Flair - Yellowtail Approach with Dennis & SarahDennis Hall and Sarah Steele share their career journeys and the evolution of Yellowtail Financial Planning. Dennis started in direct sales and eventually transitioned to fee-based financial planning. Sarah joined Yellowtail after struggling to find part-time work in the industry. Together, they have transformed the business and focused on client-centric financial planning. They discuss the challenges of transitioning to a fee-based model and the importance of community and collaboration in the industry. They also highlight the impact of COVID-19 on remote client meetings and the need for adaptability in the changing landscape of financial advice. In this conversation, Dennis...2024-04-101h 08
The Century PlanSustainable Withdrawal Rates And Evidence-Based Investing with guest Abraham OkusanyaIn this episode, Sarah and Dennis are joined by guest, Abraham Okusanya. Abraham is the founder of investment and retirement research consultancy, FinalytiQ and creator of Timeline.co He's the host of podcasts, Retirementals and The Investing Show. and author of the book "Beyond The 4% Rule: The science of retirement portfolios that last a lifetime" We'll hear how Dennis and Abraham met, how their business lives have crossed through the years, and how they share similar views and approaches to financial planning. Discussions include, Sustainable withdrawal rates. Risk Profiling Managing vol...2023-07-2552 min