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EP015: Perspectives of an RIA Managing Partner with David Yoder

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Build trusted relationships to build your business. Eric welcomes David Yoder to this episode of Entrepreneur Perspectives. In this episode they talk about relating to people, F3, and Coach K.

David Yoder is a Managing Parter at Abiding Wealth Advisors where he functions as a Registered Investment Advisor (RIA) that immerses himself into the needs of his clients. David lives in Pinehurst, North Carolina with his wife and three kids. Besides being an avid Duke Blue Devils’ fan, he brings perspective of a financial services business owner who understands how to connect with people and build long lasting relationships. David’s activity and reasons behind how and why he does what he does will help any business owner or entrepreneur. 

Eric also questions David on disruption in the financial service industry, the recent college basketball scandals, and marketing today compared to 10 years ago. As always, Eric fires shots at his guest about the books he is reading, his most important phone apps, and of course his Super Bowl prediction. 

The show is based around the perspectives of an entrepreneur and this entrepreneur is full of kindness and respect. 

 

Sign up for our Exclusive content delivered directly to your email. This is content you will not find published anywhere else. And it will include ideas, tactics, and thoughts – all of which will be about how you can build and protect your business.

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Music, “Here for the Win” provided by Songwriter Jess

Articles mentioned:

  • Enjoy the Journey
  • Duke’s Coach K Teaches “Next Play” to Keep Teams Looking Forward
  • How the Oregon Ducks Up-Tempo Offense Can be Applied to Your Business 

Useful links from this episode:

  • Abiding Wealth Advisors
  • KazSource
  • KazCM
  • SportsEpreneur

Apps mentioned:

  • GroupMe
  • Snapchat

Books mentioned:

  • Freed To Lead by Dave Redding
  • Leading with the Heart by Mike Krzyzewski

Other links:

  • F3
  • Fiduciary Rule
  • Robo-Advisor
  • Shane Snively
  • 2018 NBA Mock Draft
  • Duke University
  • Mike “Coach K” Krzyzewski

 

Connect with us:

David Yoder: LinkedIn, Facebook

Eric Kasimov: Instagram, Twitter, LinkedIn

Thank you so much for listening to this podcast.

 

We are proud supporter of RODS Racing.

The RODS mission is to nurture a positive image of Down syndrome, to promote awareness for the adoption of orphans with Down syndrome, and by participating in organized, athletic races, and awareness events.

Ultimately the goal is to find homes for all orphans with Down syndrome.

Because of our relationship with the Founder of RODS, Brady Murray, we are honored to be able to contribute our work in the area of marketing to create even more awareness around RODS and their mission. You can learn more about RODS at RODS.org.

We would be so grateful if you:

  • Review us on iTunes
  • Subscribe to this Podcast
  • Share this Podcast

 

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Contact Us
Entrepreneur Perspectives
North Carolina | Headquarters
Providence Park
10815 Sikes Place
Suite 320
Charlotte, NC 28277
O: 704.774.6160

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