TheLiveBigWay® Digest – Behind the Scenes

Behind the Scenes: Client Security

It seems like every few days there is a new headline about the latest major security breach or hack of personal information – one of the most recent being the breach of over 500 million Yahoo accounts that compromised personal data including names, email addresses, phone numbers, and more. It’s the current, and unfortunate, nature of our society. Luckily, there are many steps you can take in an effort to secure your data. And there are additional steps we take every day on your behalf to ensure the security of your personal information and your money. Read on to learn more about the efforts Yeske Buie goes through to protect you, your personal information and your money.

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Meet the Team: Ryan Klemm

Yeske Buie is pleased to have Ryan Klemm join our team as a Financial Planning Resident. Ryan began his three-year residency with us in July, embracing Yeske Buie’s boot camp training first in Virginia and then in San Francisco. Born and raised in the DC Metro area, Ryan is now settling in well to our Vienna, Virginia office. To help you learn more about Ryan, we offer Meet the Team: Ryan Klemm where he shares insights into his time at Yeske Buie thus far and some goals he has as a Financial Planning Resident.

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You’re Invited: Yeske Buie’s Fall Open House

We hope you will join the Yeske Buie Team for our Open House in our San Francisco, CA office on Thursday, November 17^th from 4:30 – 6:30pm. The Open House will feature delicious appetizers from Certified Master Chef Sean Andrade, several of Elissa and Dave’s favorite wines, and live music by Bay Area Strings. You can find this year’s menu, information on our musicians, and more on our website.

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Where in the World is the Live Big^® Glass?

Our Live Big glass has become quite popular as it continues to travel around the country and around the world as part of our  “Where in the World is the Live Big Glass?” campaign. Our most recent pictures submitted by Clients and family highlight how Live Big^® is embodied differently depending on each person’s interests and goals. We share two photos of the glass on different continents – Africa and Europe – and two photos of the glass being enjoyed by foodies in the US. If you have a picture showing how you Live Big with your glass, please feel free to send it to Lauren@YeBu.com and we will add it to our campaign.

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Referrals are the Greatest Compliment

Clients and referral sources have often told us that they hesitate to make a referral because they don’t know if friends, relatives, or coworkers meet our minimums or would otherwise be a good fit. Our message is that we are financial planning evangelists and would like to see everyone who seeks advice find a competent, ethical financial planner. Thus, we’re happy to talk to ANYONE who is referred to us and if, for whatever reason, we find that we’re not a good fit, we will work to match them up with an experienced financial planner who is.

If you know someone who may be interested in talking with us, please ask them to contact Lauren@YeBu.com or send Lauren the individual’s name and contact information so we may connect with them to set-up an initial meeting. We thank you for the continued trust you show in us by referring your friends, family, and colleagues so that we can help them to harness their financial resources to pursue exquisite, fulfilling lives.