Financial Planning Resources

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Yellowtail Financial Planning on Adviser 3.0 Podcast

Dennis and Sarah discuss Yellowtail’s journey on the Adviser 3.0 podcast, with Timeline founder and CEO, Abraham Okusanya.

They cover:

  • How they have transformed the business and focused on client-centric financial planning.
  • The challenges of transitioning to a fee-based model.
  • The importance of community and collaboration in the industry.
  • The impact of COVID-19 on remote client meetings.
  • The need for adaptability in the changing landscape of financial advice.

Listen here: Adviser 3.0