Dave Yeske

Golden Gate University - Ageno School of Business

Director, Financial Planning Program

536 Mission Street

Room 4332

San Francisco, CA 94105

United States

http://www.yebu.com/about/dr-dave/

SCHOLARLY PAPERS

8

DOWNLOADS
Rank 21,850

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Top 21,850

in Total Papers Downloads

1,725

CITATIONS

2

Scholarly Papers (8)

1.

Finding the Planning in Financial Planning: An Integrative Framework for Strategy-Making by Financial Planners

Number of pages: 105 Posted: 11 May 2010 Last Revised: 19 Jul 2010
Dave Yeske
Golden Gate University - Ageno School of Business
Downloads 455 (42,996)

Abstract:

dissertation, strategy, planning, financial planning, personal finance, financial advice, financial advisors, client trust, relationship commitment, relationship marketing, marketing

2.

Finding the Planning in Financial Planning

The Journal of Financial Planning, p. 40, September 2010
Number of pages: 13 Posted: 23 May 2010 Last Revised: 22 Jan 2012
Dave Yeske
Golden Gate University - Ageno School of Business
Downloads 327 (63,597)
Citation 1

Abstract:

strategy, planning, financial planning, policies, policy-based financial planning, personal finance, financial advice, financial advisors, client trust, relationship commitment, relationship marketing, marketing

3.

Evidence-Based Financial Planning: To Learn . . . Like a CFP

Journal of Financial Planning, p. 38, November, 2011
Number of pages: 7 Posted: 08 Jul 2011 Last Revised: 11 Nov 2011
Elissa Buie and Dave Yeske
Golden Gate University - Ageno School of Business and Golden Gate University - Ageno School of Business
Downloads 279 (69,649)

Abstract:

financial planning, learned profession, science, scientific method

4.

Policy-Based Financial Planning Provides Touchstone in a Turbulent World

The Journal of Financial Planning, p. 50, July 2006
Number of pages: 7 Posted: 13 Jun 2010
Elissa Buie and Dave Yeske
Golden Gate University - Ageno School of Business and Golden Gate University - Ageno School of Business
Downloads 219 (87,038)
Citation 1

Abstract:

Policy, Policy-Based Financial Planning, Financial Planning, Policies, Strategy, Strategies, Personal Finance

5.

Policy-Based Financial Planning as Decision Architecture

Journal of Financial Planning 27 (12) 38-45, 2014
Number of pages: 8 Posted: 06 Dec 2014 Last Revised: 11 Jan 2015
Dave Yeske and Elissa Buie
Golden Gate University - Ageno School of Business and Golden Gate University - Ageno School of Business
Downloads 115 (127,661)

Abstract:

Behavioral Finance, Behavioural Finance, Behavioral Economics, Overconfidence, Financial Cognitive Dissonance, Regret Theory, Prospect Theory, Undergraduate, Graduate, Education, Students, financial planning, policies, policy-based, personal finance, behavioral finance, personal financial planning

6.

Chapter 15: Psychological Aspect of Financial Planning

Financial Behavior: Players, Services, Products, and Markets. H. Kent Baker, Greg Filbeck, and Victor Ricciardi, editors, 265-284, New York, NY: Oxford University Press, 2017.
Posted: 08 Jun 2017
Dave Yeske and Elissa Buie
Golden Gate University - Ageno School of Business and Golden Gate University - Ageno School of Business

Abstract:

behavioral finance, behavioural finance, financial planning, integrated strategies, heuristics, mental biases

7.

A Concise History of the Financial Planning Profession

Yeske, Dave; A Concise History of the Financial Planning Profession; Journal of Financial Planning; September 2016; Vol. 29 No. 11; pp 10-13
Number of pages: 4 Posted: 15 Mar 2017
Dave Yeske
Golden Gate University - Ageno School of Business
Downloads 0 (482,330)

Abstract:

financial planning, personal finance, family and consumer sciences, education

8.

Chapter 11: Policy-Based Financial Planning: Decision Rules for a Changing World

Investor Behavior: The Psychology of Financial Planning and Investing. H. Kent Baker and Victor Ricciardi, editors, 191-208, Hoboken, NJ: John Wiley & Sons, Inc., 2014
Posted: 14 Feb 2014
Dave Yeske and Elissa Buie
Golden Gate University - Ageno School of Business and Golden Gate University - Ageno School of Business

Abstract:

behavioral finance, choice architecture, decision architecture, policy, policy-based financial planning, financial planning, policies, strategy, strategies, personal finance

Other Papers (1)

Total Downloads: 65    Citations: 0
1.

Financial Planner as Strategist (Powerpoint Presentation)

Number of pages: 36 Posted: 27 May 2011
Dave Yeske
Golden Gate University - Ageno School of Business
Downloads 49

Abstract:

Financial Planning Strategy Modes, FPSM, Change Agent, Yeske