Vance Barse is a financial planning expert who believes in the power of addressing the human experience in his work. With over a decade of experience in the industry and a unique journey that led him to become a financial advisor, Vance has a knack for connecting with his clients on a personal level. He has found his true calling in serving as a financial steward for families, making sure that their assets are well-protected and that their financial goals are met. Vance has the ability to make complex financial matters easy to understand, and he's passionate about helping families navigate the often-complicated world of financial planning.
Listen to this informative Legacy Leaders episode with Vance Barse about Family Heritage and Wealth, Fulfillment, The Most Trusted Advisor, Tragic Financial Mistakes, and Referral Sources.
Here is what to expect on this week’s show:

Acquire insight on crucial planning techniques tailored to high-net-worth individuals for lasting financial prosperity

Comprehend the indispensable function of a financial advisor as both a fiduciary and trusted confidant

Examine the role emotions and familial bonds have on thoughtful financial planning and decision-making

Equip yourself with an understanding of wealth's true purpose and the pathway to a fulfilled life

Appreciate the prominence of referrals and establishing credibility for sustained success in wealth management careers


Connect with Vance Barse:
Website: https://yourdedicatedfiduciary.com/
LinkedIn: https://www.linkedin.com/in/vancebarse/
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