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RIA Channel Interview, "Dale Yahnke Talks Asset Growth & Recruiting Beyond Our Industry"

Hi I’m Julie Cooling, Founder of RIA Channel and contributor with Forbes. I’m here with Dale Yahnke, Founding Partner of Dowling & Yahnke, LLC.

Congratulations, you made our Forbes “Top 100 Wealth Management Firms” for 2016 with $3.5 billion in assets under management and $2.2 billion in asset growth over the period of 10 years.  Congratulations!

So you are number 25 on our list.  Way up there.  We would love to know a little bit about how you grow and how you work with clients.

Dale Yahnke Honored in Barron's: One of Twelve U.S. Advisors on Its "Top 100 Independent Advisors" Ranking Every Year

In this week’s publication, Barron’s honors a select group of twelve U.S. financial advisors, “Our Independent Advisory All-Stars.”  Dale Yahnke and eleven other advisors have been selected each of the last ten years to the Barron’s “Top 100 Independent Advisors.”  Starting in 2007, Barron’s has conducted this annual survey to determine the ranking of the top 100 independent advisors in the United States.