Yeske is co-founder[1] and a managing director of Yeske Buie, a wealth management firm; a past national president of the Financial Planning Association; and currently holds an appointment as Distinguished Adjunct Professor[2] in Golden Gate University's Ageno School of Business where he served as director of the school's financial planning degree program from 2014 to 2023.

"[7] Yeske also focused on promulgating a fiduciary standard for financial planners, making it the centerpiece of his speech before members at the FPA annual conference in Philadelphia in 2003.

[11] On January 1, 2024, Dr. Yeske began a one year term as Chair of the Foundation for Financial Planning's board of trustees.

"[16] In granting the award, FPA highlighted Yeske's role as an educator, saying "his knowledge and teaching spans a generation of planners who have used his instruction and mentoring to polish their technical expertise."

The model posits five modes of strategy-making that fall along the dimension of relative involvement by the planner and the client in the planning process.

The model was empirically-validated by testing it against measures of client trust and commitment as conceptualized by Morgan and Hunt,[24] Christiansen and DeVaney,[25] Sharma and Patterson,[22][26] and Sharpe et al.[27] Among other findings, the three central modes - Data-Driven, Policy-Driven, and Relationship-Driven - were found to be the most powerful predictors of client trust and commitment.

Of the three, the Policy-Driven mode had the most explanatory power, adding empirical support to prior work suggesting that Policy-Based Financial Planning is the most effective way to engage clients.

Competency in all three modes is required to effectively facilitate client adjustment to the various types of change they encounter (environmental, volitional, and life-cycle).