Creative Strategies – Grounded Wisdom: Discovery Process and Policy-Based Financial Planning

This webinar is an MQ Research & Education sponsored event.

1.5 CFP CE pending acceptance by the CFP Board. 

Please note: A recording will be made available to all registrants; however, CE will only be awarded to those who attend the entire live presentation and appear on-screen via their webcams.

About the Webinar:

All good financial planning rests on a foundation of good discovery. Understanding who and what matters to clients and why allows us to craft advice that clients will embrace and act on, while also fostering deeper levels of trust and commitment. Nowhere is this more true than when taking a policy-based approach, crafting compact decision rules that serve as a touchstone and guide during turbulent times.

Join us as we discuss approaches to both discovery and policy-based financial planning that have been shown to increase client trust and relationship commitment, while also improving client outcomes.

Learning Objectives:

  • Understand the antecedents to client trust and relationship commitment in a financial planning engagement
  • Apply the tools and techniques during the discovery process that will increase client trust and relationship commitment
  • Craft financial planning policies that will demonstrably connect to who and what matters to clients while increasing levels of trust and commitment

About David Yeske, CFP®  and Elissa Buie, CFP® 

David Yeske, CFP® and Elissa Buie, CFP® are MQ Partners and the co-founders of Yeske Buie (, a wealth management firm located in San Francisco, CA.


David is the Managing Director and a co-founder of Yeske Buie. He is a past chair of the Financial Planning Association (FPA) and has written numerous feature articles for many publications. He has been in the financial planning industry since 1990.



Among her many accomplishments, Elissa is the CEO and a co-founder of Yeske Buie. She is a past chair of the Foundation for Financial Planning and the Financial Planning Association (FPA). She is also a Dean for the FPA’s Residency Program.



Registration Fee

This webinar is open to EVERYONE!

  • $25 – MQ Partners
  • $40 – Others