Connecting with Clients Through Our People with Dave Youngstrom

Executive Decisions by SYM Financial Advisors

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:

• Yeo & Yeo
• Dave Youngstrom on LinkedIn

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 [e-mail] with questions, comments, and to schedule a one-on-one conversation.

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