Podcast cover art for "Executive Decisions: A Podcast for Business Leaders." The design features white swirling lines on a green background with an upward-pointing arrow, symbolizing the dynamics of running a business. Text reads "EP6 Dave Youngstrom" at the bottom.

Connecting with Clients Through Our People with Dave Youngstrom

Dave Youngstrom is the CEO of Yeo & Yeo CPAs & Business Consultants. Yeo & Yeo is one of the country’s leading tax, technology, accounting, wealth management, and medical billing advisory firms. Dave has been part of the Yeo & Yeo family for over 28 years, where he served as Principal, Director, and Board of Directors before becoming its CEO. He earned his Bachelor of Business Administration at Saginaw Valley State University – College of Business Management. Dave joins me to discuss how Yeo & Yeo waded the pandemic and his key takeaways from running a business through a global health crisis. He shares his passion for baseball, his first job, and the critical leadership skills he learned in his youth. Dave explains why remote work was a big disruptor in their industry and how leaders connect with clients through their people. Dave also discusses what leaders should do if they want to succeed in any industry and why you’re never too young to think about retirement. “Our people are our direct connection to our clients.” – Dave Youngstrom This week on Executive Decisions:
  • Dave’s first job and where he is today
  • The importance of developing a routine mindset
  • The business skills Dave learned in his youth
  • How Dave’s firm navigated the pandemic
  • Dave’s advice to future leaders in any industry
  • What future leaders should look for in a mentor
  • Taking the pandemic into account and how to move forward
  • The challenges of remote work
  • How Dave stays on top of his game
  • What Dave wishes he did more in his youth
  • When kids should learn how money works
  • Dave’s passion for baseball and his other hobbies
Our Favorite Quotes:
  • “Build a good team and trust in the team you built.” – Dave Youngstrom
  • “You shouldn’t wait until you’re on the doorstep of retirement to start thinking about taxes and money.” – Sarah Delahanty
  • “Building a relationship is not only with your clients, but also deep relationships with your team.” – Sarah Delahanty
Connect with Dave Youngstrom: About SYM Financial and Executive Decisions Podcast Executive Decisions is a show for business leaders. In each episode, host and financial advisor Sarah Delahanty sits down with executives and local experts who serve them. Together, they tackle some of the harder questions that business leaders face today. From inspiring creativity in the workplace, to managing company politics, to making the best choices with executive compensation, taxes, and lifestyle — our show delivers stories and lessons learned across many industries and lifetimes.  Email Sarah at sdelahanty@sym.com with questions, comments, and to schedule a one-on-one conversation.  Follow Sarah on LinkedIn Follow SYM Financial on Facebook Subscribe here: Apple Podcasts  Amazon Music/Audible Spotify Stitcher And, if you enjoy the show, please leave a review to help others discover the podcast.

Disclosure:  The information contained in this message (including any attachments) is confidential and may be privileged. It is intended only for the recipient(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or copying of this message is strictly prohibited. If you have received this communication in error, please notify SYM Financial Advisors (“SYM”) immediately and destroy the material in its entirety. All communications requiring immediate attention or action, such as trade requests or other time sensitive matters should not be sent to SYM via email. Internet communications cannot be guaranteed to be secure or error-free as information may arrive later than intended, be intercepted, be corrupted, or contain viruses. This material is not an offer or solicitation to buy or sell any product. The opinions expressed herein are those of SYM and are subject to change without notice. To the extent that performance information is contained in this email, past performance is not indicative of future results. SYM is an independent registered investment adviser. More information about SYM including our investment strategies, fees and objectives can be found in our Form ADV Part 2, which is available upon request.

How can we help?

This field is for validation purposes and should be left unchanged.