Advisors in the News: Stay Up-To-Date to Give Great Financial Advice by Richard Yasinski

Richard Yasinski is a DFA-Tax Services Specialist and a Certified Financial Planner (CFP) who offers financial planning on the cutting edge. “What makes our firm unique is that we focus on not just financial planning, but tax planning, estate planning, education planning – all aspects of personal financial planning that I think everyone should be interested in.”

This week’s KBR featured advisor, Richard is also an investment funds advisor and the founder of Financially Sound, an investment and financial planning practice he created in 1996. Yasinski recently attended the Distinguished Advisor Workshop (DAW) in Toronto and spoke to Knowledge Bureau about his unique value proposition.

Yasinski answered the following questions for Knowledge Bureau Network:

• How did your practice and personal leadership allow your business to get where it is today?
• What role has professional development played?
• What is your best advice for other aspiring leaders in your industry?

Sharing advice he received early on, Yasinski continues to work on his craft, staying relevant and taking courses in order to keep current to stay aware with what is going on in his field.  Richard especially enjoyed the Transition Planning Workshop.

To watch Yasinski’s whole interview, click here. To watch other videos on the Knowledge Bureau Network, click here.

The next Distinguished Advisor workshops will be held on October 27 in Winnipeg, October 28 in Vancouver, October 29 in Calgary and November 2 in Toronto.  The theme is Year End and Business Owner Planning and the outstanding line-up of speakers and topics can be found here. To register, click here.