The loss of a loved one can lead to a tidal wave of emotions before reaching acceptance and continuing on in life without them.
 
Before starting his own practice, advisor Vance Barse experienced profound grief after losing five family members, including his biological father who he had never met. However, this darker time in his life was followed by a period of life-changing introspection, which forced him to rethink his personal and professional life.
 
In this episode, WealthManagement.com’s Managing Editor Diana Britton is joined by Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary, who shares his journey through grief toward acceptance. Vance reveals the emotional struggle he faced and what led to the completion of the journey his father never took.
 
Vance discusses: 
 
- The “18-month window” that changed his life forever
- The moment when the emotional baggage related to his father was lifted off his shoulders
- How to overcome the struggles of acceptance and closure
- The biggest realizations he had on his motorcycle journey across the country
- How mindfulness and meditation helped him overcome the challenges
- How his experiences shaped the work he’s doing now
 
Connect With Vance Barse:

Vance Barse
Your Dedicated Fiduciary
 
Connect With Wealth Management & NREI:
WealthManagement.com
LinkedIn: Diana Britton
Email Diana
 
About Our Guest:
 
Vance Barse, is a wealth strategist and founder of Your Dedicated Fiduciary. He began his career in the financial services industry at Altegris Investments, where he served as an investment consultant to leading private wealth and retail financial advisers throughout the U.S. He saw firsthand that many advisers are constrained in their approach to planning, often leaving clients underserved. After nearly a decade in this role, Vance became a financial planner and founded Your Dedicated Fiduciary with a simple mission: to be authentic, transparent, and have a positive impact on the lives of his clients.

The Healthy Advisor: Closure at the Grave With Vance Barse

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

The Healthy Advisor: Closure at the Grave With Vance Barse

WealthManagement.com

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