Financial Advisor's Workshop with Brian Kasal: Recent Episodes
Brian Kasal
Welcome to the Financial Advisor's Workshop where we will be interviewing some of the most successful Financial Advisors out there to hear the exact strategies and tactics they used to grow their practice to $100M and beyond. Hosted by Brian Kasal the Founder and CEO of FourStar Wealth in Chicago, IL.
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
For over 20 years, Robert Schultz (https://www.robschultzwealth.com/) has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician’s unique and growing practice. Robert is a recognized and frequent speaker at residency programs in California, Nevada, and Arizona, staying current on the challenges physicians face today.
In this episode, Brian and Robert discuss:
1. How Financial Advisors Can Thrive in a Supportive Community
2. The Future of Broker-Dealer Consolidation and What It Means for Advisors
3. Building A Practice with Doctors
4. What Consolidation of Practice Can Bring
LinkedIn: linkedin.com/in/rob-schultz-cfp®-cdfa®-9315513a
Website: https://www.robschultzwealth.com/
https://www.nwfadvisory.com/
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Matt Miller (https://www.upleftfinancial.com/) is the founder of Upleft. After a finance career spanning over 20 years and three time zones, Matt found himself driven by a belief that the industry could simply do better to serve the public. This led him to build Upleft, where he crafts personalized financial strategies for clients in all areas of the United States today. The Upleft process seeks to bring people from a state of potential nervousness or worry to contentment, comfort, and confidence.
In this episode, Matt and Brian discuss:
1. From Ego to Empathy: Putting Clients First in Every Conversation
2. The 90-Minute Discovery Meeting: Connecting with Clients on a Deeper Level
3. Crafting Your Unique Value Proposition
4. What Financial Advisors Can Learn from Buddhism
LinkedIn: https://www.linkedin.com/in/mattmillerinvest/
Website: https://www.upleftfinancial.com/
Blog: https://www.upleftfinancial.com/logbook
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
With over 25 years in the financial industry, Dan Lash (https://www.vlpfa.com/) specializes in wealth accumulation, distribution, retirement, and tax planning. He works with individuals and families to help them create and pursue their financial goals. Dan is a Partner & Financial Advisor at VLP Financial Advisors, an independent wealth services firm offering a full spectrum of financial services.
In this episode, Brian and Dan discuss:
1. The Power of Unified Investment Strategies
2. Focusing on What You Can Control in Financial Planning
3. Balancing Risk and Reality
4. The Importance of Diversification
LinkedIn: https://www.linkedin.com/in/daniel-p-lash-cfp%C2%AE-aif%C2%AE-19a9ba8/
Website: https://www.vlpfa.com/
Article: https://business.gmu.edu/news/2024-01/financial-planning-and-wealth-management-advisory-board-chair-increases-students
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Marc Horner (https://www.linkedin.com/in/mhorner/) is the Founder of Fairhaven Wealth Management, a wealth management and financial planning firm based in Wheaton, Illinois. Fairhaven oversees approximately $1 billion in assets under management for approximately 500 clients. Through creative marketing tactics, like creating the fictitious financial advisory firm Bear Brothers and the award-winning Million Dollar Cup of Coffee financial literacy video series, Fairhaven brings a fresh approach to financial planning and investing.
In this episode, Brian and Marc discuss:
1. How Acquisitions Can Drive Growth for Financial Advisors
2. Crafting Memorable Client Experiences: Why Personality Matters
3. Using Creative Marketing to Stand Out
4. Why Client Experience Matters More Than Investments
LinkedIn: https://www.linkedin.com/in/mhorner/
Company LinkedIn: https://www.linkedin.com/company/fairhaven-wealth-management/
Website: https://www.fairhavenwealth.com/
https://www.thebullbearclub.com/
https://www.milliondollarcupofcoffee.com/
Instagram: https://www.instagram.com/fairhaven_wealth/
YouTube: https://www.youtube.com/@fairhavenwealth
Podcast: https://www.fairhavenwealth.com/podcast
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Darby Affeldt (https://www.northstarfinancial.com/), DVM, RICP®, is a highly credentialed financial advisor with a passion for education and helping clients achieve their financial goals. Growing up in Colorado, Darby developed a love for the outdoors and pursued both her bachelor’s and doctorate degrees from Colorado State University. Her background as a Doctor of Veterinary Medicine uniquely positions her to understand the financial needs of veterinarians and other professionals in the medical field.
In this episode, Brian and Darby discuss:
1. The Right People on the Right Bus: Navigating Team Alignment
2. Breaking Free from the Small Client Mindset
3. The Power of Niche Marketing
4. How to Leverage Your Background to Create a Unique Financial Practice
LinkedIn: https://www.linkedin.com/in/darbyaffeldt/
Website: https://www.northstarfinancial.com/
Book: https://www.amazon.com/Books-Darby-L-Affeldt-DVM/s?rh=n%3A283155%2Cp_27%3ADarby+L+Affeldt+DVM
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Known for Financial Triage, Frank Levine (https://www.cfsllc.com/) a Registered Representative for Certified Financial Services possesses the art of knowing what to do in the proper order. Thus helping clients prioritize fiscal decisions. His mission is to enable people to make well-informed financial decisions. A protection-first philosophy ensures what you have has limited risk exposure. The confusion & misconceptions prevalent on the internet make proper guidance essential.
In this episode, Brian and Frank discuss:
1. Teaching Clients the Right Financial ‘Swing’
2. Why a Strong Cash Reserve is Key to Financial Security
3. Debunking the 'Buy Term and Invest the Difference' Myth
4. The Hidden Costs of Financial Decisions
LinkedIn: https://www.linkedin.com/in/frankzlevine/
Website: https://www.cfsllc.com/
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Raquel Hinman (https://hinmanfp.com/) is a CFP® based in Erie, Colorado CFP®, and the owner of Hinman Financial Planning, a fee-only financial planning and investment advisory firm she founded in 2015. She helps clients navigate the financial and non-financial issues that accompany major life transitions, specializing in working with people who have inherited money, gone through a divorce, or are preparing to retire.
In this episode, Brian and Raquel discuss:
-
Navigating Financial Planning for Divorced Clients
-
Understanding Client Priorities: Moving Past Financial Metrics
-
Running a Financial Practice Post-Pandemic
-
Managing Market Volatility
LinkedIn: https://www.linkedin.com/in/hinmanfp/
Website: https://hinmanfp.com/
Facebook: https://www.facebook.com/hinmanfp/
Article: https://www.napfa.org/napfa-women-to-know-
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Jim Allen, CFP®, ChFC, EA, CDFA (https://www.anchorbaycapital.com/) has been providing financial planning advice for over thirty five years. He currently serves as president and chief planner for Anchor Bay Capital, an SEC registered RIA with offices in Orange and San Diego counties.
He is a Certified Financial Planner (CFP®) and has earned a master’s degree in Financial Planning with an emphasis on taxation.
In this episode, Brian and Jim discuss:
1. Building Client Confidence: Lessons from Market Turbulence
2. From Seminars to Referrals: Building a Steady Stream of New Clients
3. Balancing Tax Planning and Investment Management
4. Surviving and Thriving in Financial Services
LinkedIn: https://www.linkedin.com/in/jimanchorbay/
Website: https://www.anchorbaycapital.com/
Twitter: https://twitter.com/JAllenCFP
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Meghan Railey (https://www.optascapital.com/) is one of two founding advisors at OPTAS Capital, an RIA launched in 2019 after a combined three decades of experience at wirehouses. At OPTAS, her focus is twofold: design and deliver a differentiated client experience and build systems and processes internally to support and grow capacity.
In this episode, Brian and Meghan discuss:
1. The Art vs. Science of Financial Advising
2. Rebalancing Portfolios with Tax Efficiency in Mind
3. Building Long-Term Client Value
4. Ensuring Clients Stay Invested for the Long Haul
LinkedIn: https://www.linkedin.com/in/meghan-railey-cfp%C2%AE-a7331772/
Company LinkedIn: https://www.linkedin.com/company/optascapital/
Twitter: https://x.com/meghanrailey
Website: https://www.optascapital.com/
Article: https://womentowatchaward.com/?winners=meghan-railey
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Ryan Fleischer (https://x.com/revgroupllc) is the founder, chairman, and CIO of Revolution Group. He has spent his entire career helping people and institutions address their financial needs and goals. Ryan provides expertise in goals-based investing and innovative portfolio construction to entrepreneurs, founding CEOs, and high-net-worth individuals and families.
In this episode, Brian and Ryan discuss:
1. The Importance of Forward-Looking Investment Strategies
2. The Value of Face-to-Face Client Interactions
3. Leveraging Data for Investment Success
4. Evolution of Financial Products and Advisor Practices
LinkedIn: https://www.linkedin.com/in/ryanfleischer/
Company LinkedIn: https://www.linkedin.com/company/revolution-group-llc/
Website: https://www.revgroupllc.com/
Twitter: https://x.com/revgroupllc
Facebook: https://www.facebook.com/RevGroupLLC/
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Mike Walther (https://oakwealth.com/) is a Certified Financial Planner who founded Oak Wealth Advisors in 2008 so that families seeking experienced and objective special needs financial planning advice could access the same quality of service previously only provided to wealthy families. Mike has a brother on the Autism spectrum.
In this episode, Brian and Mike discuss:
1. Why Every Dollar Matters in Wealth Advisory
2. Navigating Nuances When Planning for Special Needs Clients
3. Enhancing Client Outcomes Through Specialty Financial Review Services
4. Strategies for Sustaining Wealth Across Generations
LinkedIn: https://www.linkedin.com/in/michael-walther-cpa-pfs-cfp%C2%AE-cfa-a49945a/
Website: https://oakwealth.com/
Article: https://www.fa-mag.com/news/dealing-with-special-needs-6626.html?issue=163
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Elliot H. Kallen (https://prosperityfinancialgroup.com/) is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been a CEO of two other companies before forming Prosperity Financial Group, Inc. and is a frequent keynote speaker to charities, podcasts and radio shows on motivation, leadership, charitable work, marketing and various financial subjects.
In this episode, Brian and Elliot discuss:
1. The Art of Underpromising and Overdelivering in Financial Advisory
2. Leveraging Trust to Expand Your High Net Worth Client Base
3. The Story Behind Brighter Day Foundation
4. Exploring Liquid Alternatives
LinkedIn: https://www.linkedin.com/in/elliotkallen/
Website: https://prosperityfinancialgroup.com/
Charity Website: https://abrighterday.info/
Instagram: https://www.instagram.com/prosperityfinancialgroup/
Facebook: https://www.facebook.com/ProsperityFinancialGroupInc/
YouTube: https://www.youtube.com/channel/UCynH32iE0vZHwczDLmluCNw
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Spencer Sherman (MBA, CFP®) (https://abacuswealth.com/) is a leading financial advisor, author, public speaker, and the founder and former CEO of Abacus, a values-driven financial consulting firm managing more than $3 billion in assets. A New York native living in California, Spencer now devotes much of his time to sharing his mindfulness-based approach to money through books, courses, and personal appearances.
In this episode, Brian and Spencer discuss:
1. Revolutionizing Advisor Models
2. Market Volatility and Investor Psychology
3. The Psychology of Investing
4. Balancing Risk and Reward
LinkedIn: https://www.linkedin.com/in/mindfulspencer/ https://www.linkedin.com/company/sherman-financial-inc/
Website: https://abacuswealth.com/
https://www.spencer-sherman.com/
Instagram: https://www.instagram.com/mindfulspencer/channel/
Twitter: https://twitter.com/SpencerSherman
Facebook: https://www.facebook.com/MindfulSpencer.Financial/
YouTube: https://www.youtube.com/@spencersherman6911
Google Books: https://books.google.com.ph/books/about/The_Cure_for_Money_Madness.html?id=tAfdf5cidzwC&source=kp_author_description&redir_esc=y
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iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Tom Zachystal (https://iamadvisors.com/) is Chief Investment Manager at International Asset Management, a U.S. Registered Investment Advisor specializing in financial planning and investment management services for Americans living abroad. Tom has an MBA in Global Management from Thunderbird University in Glendale, Arizona, holds the Chartered Financial Analyst (CFA) credential, and is a Certified Financial Planner™ (CFP™) practitioner.
In this episode, Brian and Tom discuss:
1. Financial Planning and Tax Optimization for Global Citizens
2. Advising Across Borders: Navigating Challenges in International Finance
3. The Impact of International Regulations on Expatriate Finance
4. Building a Business for Expats
LinkedIn: https://www.linkedin.com/in/zachystal/
Website: https://iamadvisors.com/
Twitter: https://twitter.com/tomatiam
Article: https://www.forbes.com/sites/forbesfinancecouncil/2024/02/27/six-financial-planning-considerations-for-americans-moving-abroad/?sh=1b7b30c74ddd
To see short videos of all our best FA Business Growing tips follow us on:
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iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Peter V. Disch, Jr., CFP® (https://greatpointwealth.com/) is the Founder and Managing Member of Great Point Wealth Advisors, LLC, an SEC Registered Investment Adviser in Boston. Peter has been recognized by Forbes as a Best in State Wealth Advisor since 2019 and was named to its inaugural list of America's Top Next Generation Wealth Advisors. In 2023, Great Point was included among the Top 100 Registered Investment Advisers in the United States by wealthmanagement.com.
In this episode, Brian and Peter discuss:
1. Tailoring Your Practice for Tomorrow's Clients
2. Tailoring Strategies to Achieve Financial Objectives
3. Building a Thriving Practice Through Client Advocacy
4. Balancing Technology with Human Touch
LinkedIn: https://www.linkedin.com/in/peter-disch/
Website: https://greatpointwealth.com/
Twitter: https://twitter.com/greatpointwa
Article: https://www.forbes.com/profile/peter-disch/?sh=2bd15ae53767https://www.businesswire.com/news/home/20150428005208/en/Peter-Disch-among-%E2%80%9CBest-of-Best%E2%80%9D-Financial-Advisors-Attending-Barron%E2%80%99s-Top-Independent-Advisors-Summit
https://www.investmentnews.com/best-in-wealth/the-top-financial-advisors-in-the-usa
To see short videos of all our best FA Business Growing tips follow us on:
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iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Brett Nelson (https://prevailiws.com/) is a financial advisor at Prevail Innovative Wealth Strategies dedicated to helping his clients achieve long-term financial security through effective risk management strategies. He is a Chartered Life Underwriter, and he believes in empowering his clients through education and transparent communication, ensuring they have the tools and understanding to achieve their financial dreams.
In this episode, Brian and Brett discuss:
1. Optimizing Investment Portfolios
2. Achieving Financial Harmony Through Comprehensive Planning
3. Adapting Investment Strategies to Market Volatility
4. The Role of Life Insurance in Estate Planning
LinkedIn: https://www.linkedin.com/in/brett-nelson-clu%C2%AE-5219b322/
Website: https://prevailiws.com/
YouTube: https://www.youtube.com/@prevailinnovativewealthstr4181
Facebook: https://www.facebook.com/bretteugene
To see short videos of all our best FA Business Growing tips follow us on:
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iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Yusuf Abugideiri, CFP® (https://yebu.com/) is a Partner and Senior Financial Planner at Yeske Buie. Yusuf has been recognized as a top financial professional by several respected publications. Washingtonian Magazine named him a Top Financial Advisor in 2019 and 2020, and he was named to Northern Virginia Magazine’s list of Top Financial Professionals in 2020 and 2021.
In this episode, Brian and Yusuf discuss:
1. Nurturing Young Talent in Financial Advisory
2. The Human Side of Financial Advisory
3. Planning for Uncertainty in Financial Markets
4. Aligning Strategies with Individual Needs
LinkedIn: https://www.linkedin.com/in/yusuf-abugideiri-cfp%C2%AE-737854110/
Website: https://yebu.com/
Twitter: https://twitter.com/yusabu_pro
Facebook: https://www.facebook.com/YeskeBuie
Article: https://yebu.com/author/yusufa
https://www.financialplanningassociation.org/article/journal/SEP17-serving-millennial-clients-3-step-model
To see short videos of all our best FA Business Growing tips follow us on:
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iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Nicole Gopoian Wirick, JD, CFP® (https://www.prosperityws.com/) founded Prosperity Wealth Strategies in 2019 in order to help clients define and achieve prosperity. One of Nicole’s greatest joys is developing a relationship with her clients, who have become a meaningful part of her life. Prosperity Wealth Strategies is a fee-only wealth management providing financial planning with a personal touch.
In this episode, Brian and Nicole discuss:
1. Bridging the Divide Between Female Donors and Investment Management
2. Building a Boutique Advisory Firm
3. Creating Client-Centric Financial Advisory Firms
4. Fostering Collaborative Client Relationships
LinkedIn: https://www.linkedin.com/in/nicole-gopoian-wirick/
Website: https://www.prosperityws.com/
Instagram: https://www.instagram.com/prosperity.wealth.strategies/?hl=de
Facebook: https://www.facebook.com/nicole.wirick.79/
To see short videos of all our best FA Business Growing tips follow us on:
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iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Greg Shepard (https://www.safinancialservices.com/) is an independent, fee-only financial advisor at S&A Financial Services that specializes in simplifying TIAA accounts mainly for those in higher education and doctors. His practice has excelled at providing logical and simple game plans geared for those transitioning into retirement with TIAA accounts.
In this episode, Brian and Greg discuss:
1. Leveraging YouTube for Advisor Growth
2. Unlocking the Secrets of TIAA Traditional
3. Digital Marketing for Financial Advisors
4. Talking To Clients in the Academia
LinkedIn: https://www.linkedin.com/in/gregshepardsafinancial/
Website: https://www.safinancialservices.com/
Facebook: https://www.facebook.com/1SAFinancialServices
YouTube: https://www.youtube.com/@TIAAIndependentStrategies4534
Podcast: https://www.safinancialservices.com/highered-retire-podcast
Apple Podcast: https://podcasts.apple.com/ru/podcast/tiaa-strategies-with-independent-expert/id1482803148?l=uk?l=uk
To see short videos of all our best FA Business Growing tips follow us on:
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iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Sreeni Meka (https://www.lakelandwealth.com/) is a Financial Advisor at Lakeland Wealth Management Services LLC, a firm that provides comprehensive wealth management and financial advisory services to high-net-worth individuals and institutions. With over 28 years of investment experience, he is passionate about helping clients achieve financial goals and objectives, using analytical skills and domain expertise to optimize investment strategies and portfolios.
In this episode, Brian and Sreeni discuss:
1. Lessons from the School of Hard Knocks
2. Capitalizing on Market Ups and Downs
3. What’s Next in 2024?
4. Starting Your Own Financial Advisory Practice
LinkedIn: https://www.linkedin.com/in/sreeni-meka-cfa-cfp-3573558/
Website: https://www.lakelandwealth.com/
Twitter: https://twitter.com/wallst_wizz
To see short videos of all our best FA Business Growing tips follow us on:
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iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Dr. Nicole B. Simpson®️ (https://www.nicolebsimpson.com/) brings expertise, integrity, and a spirit of excellence to every goal she pursues for herself and on behalf of her clients. With a unique talent for monetizing business and life visions, she creates strategies and actionable plans that drive revenue while addressing underlying emotional issues that can be obstacles to financial success.
In this episode, Brian and Nicole discuss:
1. From Stability to Generational Wealth
2. Protecting Your Finances in Times of Crisis
3. The Importance of Emergency Finances
4. Talking Finances with Your Kids
LinkedIn: https://www.linkedin.com/in/nicolebsimpson/
Website: https://www.nicolebsimpson.com/
www.harvestwealthfinancialusa.com
www.generationxcommunity.com
www.dare2dreaminstitute.com
Instagram: https://www.instagram.com/nicolebsimpson/?hl=en
Linktree: https://linktr.ee/Nicolebsimpsoncfp
Facebook: https://www.facebook.com/nicolebsimpson/
Twitter: https://twitter.com/nicolebsimpson?lang=en
To see short videos of all our best FA Business Growing tips follow us on:
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iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Alonso Rodriguez Segarra (https://advise-financial.com/) has more than 20 years of experience in the industry and was named by Investopedia among the Top 100 Most Influential Financial Advisors in the USA. He is also a Certified Financial Planner™.
In this episode, Brian and Alonso discuss:
1. Empowering Hispanic Financial Advisors in the US
2. Transitioning to Hourly Financial Planning
3. What Finding Your Niche Really Means
4. Financial Advisory for Hispanic Markets
LinkedIn: https://www.linkedin.com/in/alonso-rodriguez-segarra-cfp%C2%AE-81901686/
Website: https://advise-financial.com/
Instagram: https://www.instagram.com/advisefinancialusa/
Linktree: https://linktr.ee/advisefinancial
Facebook: https://www.facebook.com/alonso.rodriguezsegarra/
YouTube: https://www.youtube.com/channel/UCIi1JZLN1_SH4dfOeHjc__A
Article: https://www.investopedia.com/inv-100-top-financial-advisors-7556227
To see short videos of all our best FA Business Growing tips follow us on:
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iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Stephen Stricklin (https://wisewealth.com/), President and founder of Wise Wealth, LLC, is a Certified Financial Planner® dedicated to educating and empowering Main Street investors. Not only does Stephen work directly with clients, but he also educates the public about successful financial planning through his Simplify Your Retirement Course.
In this episode, Brian and Stephen discuss:
1. Balancing Investment and Insurance Strategies
2. The Impact of Education in Client Relationships
3. Educate Not Just Prospects, But Existing Clients Too
4. Why Financial Education Matters
LinkedIn: https://www.linkedin.com/in/stephenstricklin/
Website: https://wisewealth.com/
Course Website: https://simplifyyourretirement.com/
Youtube: https://www.youtube.com/@SimplifyYourRetirement
Instagram: https://www.instagram.com/wisewealthllc/?hl=en
Facebook: https://www.facebook.com/wisewealthkc/
To see short videos of all our best FA Business Growing tips follow us on:
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iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Charles Hinde (https://www.heritage-inv.com/) is a Wealth Manager for Heritage Investments and serves as part of the firm’s Investment Committee. He graduated Magna Cum Laude from the University of Missouri with a Bachelor of Science studying both Finance and Economics. Charles began working with Heritage as a third-generation member of the Hinde Family in 2018, and he’s deeply passionate about helping clients achieve their goals.
In this episode, Brian and Charles discuss:
1. Crafting Personalized Financial Paths
2. Preparing for the Next Wave of Industry Changes
3. Transformative Due Diligence
4. Benefits and Advantages of Different Investment Models
LinkedIn: linkedin.com/in/charles-hinde-cfp®-cpfa-845a3152
Website: https://www.heritage-inv.com/
Facebook: https://www.facebook.com/charles.hinde.12
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
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YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Russell Luce (https://twitter.com/RLuce721) is the owner and operator of Planning Legacies Financial Group. Russell uses his over 25 years experience in the industry to assist numerous Families in Wealth Management, Retirement Planning, College Planning, and Estate Planning with a focus on those who are differently-abled or have Special Needs.
In this episode, Brian and Russell discuss:
1. Individualized Strategies for a Comfortable Retirement
2. Life-Driven Financial Planning
3. Building Your Financial Dream Team for Retirement
4. Setting Retirement Goals
LinkedIn: https://www.linkedin.com/in/russellgluce/
Website: http://www.planninglegacies.com/
Twitter: https://twitter.com/RLuce721
Article: https://www.24-7pressrelease.com/press-release/182134/russell-g-luce-rfc-lutcf-fic-honored-by-cambridge-whos-who
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Stanley T. Funches (https://www.inteluswm.com/) has been a financial planner for 25+ years, helping professionals, business owners, and physicians pursue and maintain a comfortable retirement. He is the President and Financial Advisor with INTELUS Wealth Management, LLC.
In this episode, Brian and Stanley discuss:
1. Dads and Dollars
2. From Investments to Insurance
3. Assessing the Unprecedented Trends of 2023
4. The Comprehensive Financial Planning Experience
LinkedIn: https://www.linkedin.com/in/stanleyfunches/
Website: https://www.inteluswm.com/
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Kirk Licata, CFP® (https://www.longviewwealthmanagement.com), joined LongView in 2012. He has been in the financial services industry since 2010 with experience at Bank of America, State Farm, and Mutual of Omaha. Kirk primarily works with two types of clients that both require his expertise in tax planning. His first passion is advising business owners through the complex decisions needed on cash flow management and retirement planning.
In this episode, Brian and Kirk discuss:
1. Mastering the Art of Concise Financial Advising
2. Drip Marketing Strategies for Financial Advisors
3. Advising Business Owners
4. Diversification in Volatile Markets
LinkedIn: https://www.linkedin.com/in/kirklicata/
Website: https://www.longviewwealthmanagement.com/
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
James H. Lee (https://twitter.com/jhlinde) is the founder of StratFI and provides retirement planning with a focus on investment management and portfolio consulting to help clients organize, grow, and protect their assets through life’s transitions. As a fee-only fiduciary, James H. Lee does not receive commissions of any kind and has a legal obligation to provide unbiased financial advice.
In this episode, Brian and Jim discuss:
1. A Novel Approach to Tailored Portfolio Construction
2. The Investment Personality
3. The Impact of Authenticity in Financial Newsletters
4. Referrals and Client Growth
LinkedIn: https://www.linkedin.com/in/jleeadvisor/
Website: https://www.linkedin.com/company/strategic-foresight-investments/
Twitter: https://twitter.com/jhlinde
Facebook: https://www.facebook.com/stratfi/
Media Kit and Bio: https://www.stratfi.com/resources/media-kit.html
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Aaron Karas (https://insight2wealth.com/) is a comprehensive, fee-only financial advisor who began his career in the financial industry in 2008. His primary areas of expertise are financial planning, investment portfolio management, liability management, trust and estate planning, banking, and hedging strategies.
In this episode, Brian and Aaron discuss:
1. Starting a Financial Planning Career During A Financial Crisis
2. How A403 (b) Started A Career
3. The Fiduciary Advantage: Transforming Client Relationships
4. Educating Clients on the Investment Game
LinkedIn: https://www.linkedin.com/in/aaronkaras/
Website: https://insight2wealth.com/
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Liz Gillette (https://www.baypointwealth.com/) is a Certified Financial Planner for Bay Point Wealth, specializing in financial planning for Millennials and Gen X-ers. Liz tackled her own path to financial freedom and consequently acquired a passion for empowering other women and men to transform their fiscal lives.
In this episode, Brian and Liz discuss:
-
From Recruiter to Financial Advisor
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How Important is Client Experience
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Serving Clients in Their Earning Phase
-
Navigating Financial Planning for Younger Clients
LinkedIn: https://www.linkedin.com/in/lizggillette/
Website: https://www.baypointwealth.com/
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after a thorough review with your investment advisor considering all factors including personal goals, needs, and risk tolerance. FourStar is an SEC-registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Nate Oltmans (https://www.cwmteam.com/), is the CEO, Partner, and Certified Financial Planner at Cornerstone Wealth Management. He joins and shares his unique journey from an Air Force B-52 bomber pilot to a Certified Financial Planner. Nate shares how the Entrepreneurial Operating System (EOS) has transformed their firm, creating a structured approach, clarifying core values, and ensuring accountability among their 12-member team.
In this episode, Nate and Brian discuss:
- AI's Impact On The Financial Industry
- Finding Your Authentic Self in Financial Advisory
LinkedIn: https://www.linkedin.com/in/nate-oltmans-2211467/
Website:https://www.cwmteam.com/
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after a thorough review with your investment advisor considering all factors including personal goals, needs, and risk tolerance. FourStar is an SEC-registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Nic Nielsen (https://knowmyplan.com/ ) is a licensed financial planner and the co-founder of Know My Plan, a company that uses a one-page financial plan to help sales professionals feel confident and eventually reduce financial anxiety. Nic discusses his unique journey from a former broker to a trusted financial advisor in this episode with Brian.
In this episode, Brian and Nic discuss:
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Simplifying Financial Planning
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Nic’s Firm And How He Helps Clients
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Advising Clients in a Volatile Market
-
Visual Finance
LinkedIn: https://www.linkedin.com/in/knowmyplan/
Instagram: https://www.instagram.com/knowmyplan/
Twitter: https://twitter.com/KnowMyPlan
Youtube:https://www.youtube.com/channel/UCWrT8mun7mY2K19X942YS-QTo see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/AdvisorsDISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only.This content is not considered to be an offer to buy or sell any securities or investments.Investing involves the risk of loss and an investor should be prepared to bear potential losses.Investment should only be made after a thorough review with your investment advisor consideringall factors including personal goals, needs, and risk tolerance.FourStar is an SEC-registered investment advisor that maintains a principal business in the state of Illinois.The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements.For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents,the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Christopher Manske (https://manskewealth.com/) is the visionary founder of Manske Wealth Management. With over half a billion dollars in assets under management, his firm has consistently earned its place among the elite in the world of wealth management, making it a trusted name in Houston.In this episode, Brian and Christopher discuss:1. Starting Manske Wealth Management2. Managing a Crisis3. Trends in The Industry4. Inflation in The FutureLinkedIn: https://www.linkedin.com/in/crmanske/Company LinkedIn: https://www.linkedin.com/company/manske-wealth-management/Website: https://outsmartthemoneymagicians.com/Company Website: https://manskewealth.com/Twitter: https://twitter.com/ManskeWealthTo see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/AdvisorsDISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only.This content is not considered to be an offer to buy or sell any securities or investments.Investing involves the risk of loss and an investor should be prepared to bear potential losses.Investment should only be made after a thorough review with your investment advisor consideringall factors including personal goals, needs, and risk tolerance.FourStar is an SEC-registered investment advisor that maintains a principal business in the state of Illinois.The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements.For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents,the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Joshua Cavett (http://bmtwealth.com/) is a Financial Advisor at Beaumont Weath Advisors where he excels at guiding clients in defining their financial aspirations and, crafting personalized plans to propel them toward success. In this episode, Brian and Joshua discuss:1. The Hidden Safety Net In Financial Planning2. Discovering a Niche in Financial Advisory3. Embracing Technology in Financial Advisory4. The Secret Sauce to Client Success
LinkedIn: https://www.linkedin.com/in/joshuacavett/Website: http://bmtwealth.com/To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/AdvisorsDISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only.This content is not considered to be an offer to buy or sell any securities or investments.Investing involves the risk of loss and an investor should be prepared to bear potential losses.Investment should only be made after a thorough review with your investment advisor consideringall factors including personal goals, needs, and risk tolerance.FourStar is an SEC-registered investment advisor that maintains a principal business in the state of Illinois.The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements.For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents,the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Jamie Menges (https://wealthadvicemadesimple.com/) is a shareholder and the Vice President of PDS Planning and he's here to share PDS’ unique approach to finance. Learn about their shift from the AUM model, the benefits of transparent fee structures, and their strategies to ensure employee growth. Explore how PDS stands out in the ever-evolving financial industry.In this episode Brian and Jamie discuss:1. The New Financial Models
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The Three C’s of Finance
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Alternative Investment Sourcing
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Future of InvestmentLinkedIn: https://www.linkedin.com/in/jamie-menges-cfp%c2%ae-cpa-97866319/Website: https://wealthadvicemadesimple.com/, https://www.pdsplanning.com/meet-us/jamie-menges/Twitter: https://twitter.com/JamieMengesFacebook: https://www.facebook.com/jamie.menges.39/ To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/AdvisorsDISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only.This content is not considered to be an offer to buy or sell any securities or investments.Investing involves the risk of loss and an investor should be prepared to bear potential losses.Investment should only be made after a thorough review with your investment advisor consideringall factors including personal goals, needs, and risk tolerance.FourStar is an SEC-registered investment advisor that maintains a principal business in the state of Illinois.The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements.For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents,the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Richard DeBono (https://sierraridgewealth.com/) is a seasoned independent financial advisor with an impressive 23-year track record in the financial services industry. Richard brings a wealth of expertise and a diverse toolkit to the table, dedicated to assisting clients in making efficient investments throughout all stages of their lives.
In this episode, Brian and Richard discuss: 1. How Clients React to Financial Programs 2. Surviving 2022 as a Business 3. Alternative Investing 4. Current Trends In The Economy
LinkedIn: https://www.linkedin.com/in/richarddebono/ Website: https://sierraridgewealth.com/
To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after a thorough review with your investment advisor considering all factors including personal goals, needs, and risk tolerance. FourStar is an SEC-registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Damon King (https://www.chappelwood.com/) is an investment advisor at ChappelWood Financial Services in Edmond, OK. As a Certified Fund Raising Executive, Damon served families and non-profit organizations for 12 years as a charitable gift planner. Damon is an Investment Advisor to Millionaires, Radio Show Writer and Co-Host, Financial Education Instructor and Speaker, and Cheerleader for Millionaires and Aspiring Millionaires.In this episode, Brian and Damon discuss:1. The Dynamic World of Financial Planning2. The Importance of Serving Clients Based on Their Needs 3. Preserving Legacies4. The Impact Financial Planning Can Have on Individuals and FamiliesLinkedIn: https://www.linkedin.com/in/kingoffinance/Website: https://www.chappelwood.com/Twitter: https://twitter.com/damonmking1Facebook: https://www.facebook.com/damon.king.5439/Youtube: https://www.youtube.com/@financialdivaPodcast: https://hubhopper.com/podcast/its-all-about-the-money-honey/46539To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/AdvisorsDISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only.This content is not considered to be an offer to buy or sell any securities or investments.Investing involves the risk of loss and an investor should be prepared to bear potential losses.Investment should only be made after thorough review with your investment advisor consideringall factors including personal goals, needs and risk tolerance.FourStar is an SEC-registered investment advisor that maintains a principal business in the state of Illinois.The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements.For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents,the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Sam Brownell (https://stratuswealthadvisors.com/), has been a financial professional since 2006 and formed Stratus Capital Management in July 2013 to provide goals-based financial planning and investment management to individuals, families, and independent business owners. As the firm grew, an increasing number of independent business owners sought Sam’s advice on their short and long-term planning needs, including valuation, tax strategy, business continuity planning, and succession planning.
In this episode, Brian and Sam discuss: 1. Financial Advising in a Niche 2. How Financial Planning fits into Success Planning 3. Finding Your Financial Niche 4. Creating a Successful Financial Advising Company
LinkedIn: https://www.linkedin.com/in/sambrownell/ Website: https://stratuswealthadvisors.com/ Interview: https://www.impactcommunications.org/best-practices-blog/swift-chat-with-sam-brownell-and-jonny-swift-top-tips-for-independent-business-owners
To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC-registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Ben VerWys (https://forfiduciary.com/) is an award-winning financial advisor who serves as the Founder & Senior Financial Advisor of Fiduciary Financial Advisors. He assists clients in managing their finances as a business owner, executive, and technology leader.
In this episode, Brian and Ben discuss:
-
Breaking Free From Restrictive Advisor Agreements
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Seek Advisors Who Prioritize Your Interest
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Shareholders vs. Clients
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Non-Negotiables For Advisor-Focused Firms
LinkedIn: https://www.linkedin.com/in/benverwys/
Company LinkedIn: https://www.linkedin.com/company/fiduciaryfinancialadvisors/
Website: https://forfiduciary.com/
Twitter: https://twitter.com/benverwys
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Matthew Filik (https://www.linkedin.com/in/matthewfilik/) is a Certified Financial Planner and co-founder of ClearFocus Financial, based in Mountainside, New Jersey. Matthew’s financial planning process is rooted in the balance of academic research and practical applications that provides a simplified and clear path to helping clients achieve their goals.
In this episode, Brian and Mathew discuss:
-
Building Strong Client Relationships
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Bridging the Age Gap in Financial Advising
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Beyond Market Trends
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Entrusting Clientele to the Next Generation
LinkedIn: https://www.linkedin.com/in/matthewfilik/ Facebook: https://www.facebook.com/ClearFocusFinancial Facebook: https://www.facebook.com/matthew.filik/ Instagram: https://www.instagram.com/clearfocusfinancial/ Website: https://www.clearfocusfinancial.com/
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only.
This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses.
Investment should only be made after thorough review with your investment advisor considering
all factors including personal goals, needs and risk tolerance.
FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois.
The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements.
For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents,
the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
JR Robinson (https://www.fphawaii.com/) is a nationally recognized financial planning industry thought leader with more than 30 years of experience. He shares his journey from AG Edwards to starting his own firm and his experience breaking into Hawaii's financial advisory scene.
In this episode Brian Kasal and JR Robinson discuss:
1. Adapting Your Investment Strategy
2. Understanding the Fiduciary Standard
3. The Pros and Cons of AI-generated Content
4. Keeping Clients Engaged with Your Website
LinkedIn: https://www.linkedin.com/in/jrrobinson1/ Website: https://www.nesteggguru.com/ Website: https://www.fphawaii.com/ Twitter: https://twitter.com/FinancialPlanHI
To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Ray Godleski (https://www.strategicplanninggroup.com/) is a financial advisor based in Cumming, Georgia, with 16 years of experience in the financial sector. He is an employee of Hornor, Townsend & Kent, LLC - a leading financial advisory firm offering a wide range of services, including financial planning, portfolio management, and pension consulting.
In this episode, Brian and Raymond discuss:
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The Fiduciary Mindset in Financial Planning
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New Money And Conservative Investing
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Planning For Your Financial Future: A Mix of Investment And Annuity Chassis
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Helping Clients Cut Through The Financial Clutter
LinkedIn: https://www.linkedin.com/in/raygodleski/ Website: https://www.strategicplanninggroup.com/ Twitter: https://twitter.com/SuwaneeRay
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://financialadvisorsworkshop.com/
Interested in working at FourStar: https://financialadvisorsworkshop.com/advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Ari Baum (https://www.endurancewealthpartners.com/), the CEO and Founder of Endurance Wealth Partners, talks about his inspiring transition from stockbroker to financial planner, the creation of his Q4 Formula, and the importance of aligning personal values with financial goals.
In this episode Brian Kasal and Ari Baum discuss: 1. The Power of the Q4 Formula 2. Leverage Technology for Success 3. Effective Financial Advice 4. Clear Thinking in Uncertain Markets
LinkedIn: https://www.linkedin.com/in/aribaumcfp/ Website: https://www.endurancewealthpartners.com/ Twitter: https://twitter.com/AriBaum97 Facebook: https://www.facebook.com/Endurancewealth/ YouTube: https://www.youtube.com/@theironadvisor
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Erin Botsford (https://erinbotsford.com/) is the Founder and CEO of The Botsford Group, a boutique financial planning firm specializing in Risk Management, Asset Protection, Estate Planning, and Lifestyle/Retirement Planning Strategies. Currently, she is the creator of the Elite Advisor Success System™ – a training program that teaches advisors how to grow their businesses exponentially and plan for future succession.
In this episode, Brian and Erin discuss:
1. The Last Day: How to Prepare For The End of Your Business
2. The Benefits of Moving Up Market: Why Advisors Should Target High Net Worth Clients
3. Overcoming the Fear of High Net-Worth Prospects
4. Uncovering The Hidden Value of Financial Advisors
LinkedIn: https://www.linkedin.com/in/erinbotsford/
Facebook: https://www.facebook.com/theadvisorauthority/
Website: https://erinbotsford.com/
YouTube: https://www.youtube.com/watch?v=PH2SJCvGRmM
Website: https://www.investmentnews.com/podcasts/her-success-matters/erin-botsford-founder-ceo-the-advisor-authority-part-1
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://financialadvisorsworkshop.com/
Interested in working at FourStar: https://financialadvisorsworkshop.com/advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Mark Willis (https://lakegrowth.com/) is a Certified Financial Planner™, a three-time #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois, and co-host of the Not Your Average Financial Podcast™.
In this episode, Brian Kasal and Mark Willis discuss:
1. Strategies for Attracting the Right Clients and Repelling the Wrong Ones
2. Training and Mentoring Other Advisors to Grow Your Practice
3. Learn the Secrets to Mastering Financial Planning
4. Making a Lasting Impact On Your Clients’ Financial Future – and Your Own!
Website: https://nyafinancialpodcast.com/
LinkedIn: https://www.linkedin.com/in/marklakegrowth/
Twitter: https://twitter.com/LakeGrowth
Youtube: https://www.youtube.com/c/NotYourAverageFinancialPodcast
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://financialadvisorsworkshop.com/
Interested in working at FourStar: https://financialadvisorsworkshop.com/advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Joe Breslin, CFP® (https://www.armstrongdixon.com/) is a Partner at Armstrong ∙ Dixon. Joe assists business owners, executives, and affluent families in the areas of retirement planning, estate planning, business succession planning, and investment advisory services.
In this episode, Brian and Joe discuss:
- Why We Value Multi-generational Clientele
- Building Relationships Leads to Greater Success
- A Cushion of Cash: The Secret to Financial Confidence
- The Winning Mindset: How Losing Can Fuel Future Success
LinkedIn: https://www.linkedin.com/in/jbreslincfp/
Website: https://www.armstrongdixon.com/
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://financialadvisorsworkshop.com/
Interested in working at FourStar: https://financialadvisorsworkshop.com/advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Joe Clark (https://yourlifeafterwork.com/ ) is the Managing Partner at Financial Enhancement Group. Joe shares his journey from starting his business two weeks before the 1987 crash to building a 38-person team with a focus on financial planning and education.
In this episode Brian and Joe Clark discuss:
- Building Authentic Relationships in the Financial Industry
- Future-Proofing Investment Services: The Importance of Fiduciary Responsibility
- Planning for the Future: The Importance of a Fiduciary Standard
- The Highest Paid and Hardest Work You Will Ever Do
LinkedIn: https://www.linkedin.com/in/big-joe-clark/
Twitter: https://twitter.com/Big_Joe_Clark
Website: https://yourlifeafterwork.com/
Website: https://yourlifeafterwork.com/categories/articles-by-joe/
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://financialadvisorsworkshop.com/
Interested in working at FourStar: https://financialadvisorsworkshop.com/advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Jeff Nauta (http://www.hnwealthadvisors.com) is a partner at Hendrickson Nauta Wealth Advisors and an RA that has been in business for over 16 years.
Jeff talks about how he got into the industry and his partnership with Douglas Henrickson.
In this episode, Brian Kasal And Jeff Nauta discuss:
- Breaking Down the IRS Regulations on Exchange Funds2. Why Alternatives May Be An Option for Your Investment Portfolio3. The Benefits of Investing in Non-Correlating Asset Classes4. The Importance of Taking Your Client's Success Personally
https://www.linkedin.com/in/jeff-nauta-cfa-cfp-caia-171a585/
http://www.hnwealthadvisors.com/pages/henricksonHome.aspx?spid=116462&ptype=HOME
https://twitter.com/nautajeff
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisorsfor the general public and general information purposes only. This content isnot considered to be an offer to buy or sell any securities or investments.Investing involves the risk of loss and an investor should be prepared to bearpotential losses. Investment should only be made after thorough review withyour investment advisor considering all factors including personal goals, needsand risk tolerance. FourStar is an SEC-registered investment advisor thatmaintains a principal business in the state of Illinois. The firm may onlytransact business in states in which it has filed or qualifies for acorresponding exemption from such requirements. For information aboutFourStar's registration status and business operations please consult thefirm's form ADV disclosure documents, the most recent versions of which areavailable on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com/
Brian Kasal discusses the current state of the financial advisory industry, market challenges, and how to best prepare your practice for growth.
In this episode Brian discusses:
- How To Attract New Clients
- Will AI Take Over Financial Advisors?
- Why Did The Silicon Valley Bank Fail?
- Defensive Strategies You Can Apply Today
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Stacy (http://www.francisfinancial.com/) is the President and CEO of Francis Financial, Inc., a fee-only boutique Wealth Management, Financial Planning, and Divorce Financial Planning firm dedicated to providing ongoing comprehensive advice for high-achieving women and couples in transition.
In this episode, Brian and Stacy discuss:
- Money Gives You Options
- Financial Issues When Dealing With Divorce
- Communicating With Clients During Divorce
- Building a Thriving Financial Advisory Business
LinkedIn: https://www.linkedin.com/company/francisfinancialinc
Twitter: https://twitter.com/francisfinance
Facebook: https://www.facebook.com/FrancisFinancialInc/
To see short videos of all our best FA Business Growing tips follow us on:
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iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://financialadvisorsworkshop.com/
Interested in working at FourStar: https://financialadvisorsworkshop.com/advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Marc Shaffer is co-owner and CFO at Searcy Financial Services and Allos Investment Advisors. He specializes in helping clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and active monitoring of their financial plans.
In this episode, Brian and Marc discussed:
1. Building a Niche-Focused Financial Advisory Business
2. Investing in Sectors with ETFs for Long-Term Growth
3. What makes Your Business Unique?
4. Patience is the Key to Success in Business
LinkedIn: https://www.linkedin.com/in/marcshaffer/
Website: https://www.searcyfinancial.com/
Facebook: https://www.facebook.com/marc.shaffer
Twitter: https://twitter.com/MarcCShaffer
To see short videos of all our best FA Business Growing tips follow us on:
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iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://financialadvisorsworkshop.com/
Interested in working at FourStar: https://financialadvisorsworkshop.com/advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Liz Miller, the founder and president of Summit Place Financial Advisors in New Jersey. Liz has a storied career, having started as a mergers and acquisitions analyst at First Boston and eventually becoming the chief investment officer of an investment management firm. Join us as we dive into Liz's fascinating journey and learn more about the evolution of financial advising.
In this episode Brian and Liz Miller discuss:
1. Launching A Financial Advising Firm In 2008
2. Building Teams
3. Helping Families
4. Starting A Career As An Advisor
https://www.linkedin.com/in/liz-miller-cfa-cfp-5100096/
http://www.summitplacefinancial.com/
https://twitter.com/summitpl
To see short videos of all our best FA Business Growing tips follow us on:
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iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://financialadvisorsworkshop.com/
Interested in working at FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
John L Jenkins is a Senior Financial Adviser at Asset Preservation Strategies (http://www.asset-preservation.com/) who shares his insights into retaining and preserving generational wealth, his experience in the financial industry and how to give back to the community.
In this episode Brian Kasal and John Jenkins discuss:
1. Retaining Wealth
2. Creating Legacies
3. The Importance of Communication
4. The Principle of Reciprocity
https://www.linkedin.com/in/theretirementincomespecialist/
https://twitter.com/CollegePAmerica
To see short videos of all our best FA Business Growing tips follow us on:
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Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://financialadvisorsworkshop.com/
Interested in working at FourStar: https://financialadvisorsworkshop.com/advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Andy Esser is a Financial Advisor at Edward Jones, guiding people through advanced strategies that optimize wealth, protect resources, take care of families, and secure legacies for the causes dearest to his clients' hearts.
In this episode, Brian and Andy discuss:
- Five Principles of Career Success
- Connect Your Clients Goals to Their Core Values
- No Bear Market is Perpetual
- Leadership Lessons From an Eagle Scout
LinkedIn: https://www.linkedin.com/in/andyesser/
Website: http://www.edwardjones.com/
Website: http://twitter.com/andy_esser/
Instagram: https://www.instagram.com/andy_esser/
To see short videos of all our best FA Business Growing tips follow us on:
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Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://financialadvisorsworkshop.com/
Interested in working at FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Mark Mitamura (https://www.reserveinvestments.com/) is the CEO of The Reserve Investments, LLC, and specializes in retirement planning and implementing retirement plans in small businesses.
In this episode, Brian and Mark discuss:
- Financial Advising is Really About Marketing
- Using Blackrock’s Aladdin system to Build Resilient Client Portfolios
- Planning Client Portfolios During A Down Market
- How Often Should You Talk To Your Clients?
- The Benefits of Working with Clients You Enjoy
- Growing Your Company During A Pandemic
LinkedIn: https://www.linkedin.com/in/markmitamura/
Website: https://www.reserveinvestments.com/
Facebook: https://www.facebook.com/ReserveInvestments
To see short videos of all our best FA Business Growing tips follow us on:
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YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://financialadvisorsworkshop.com/
Interested in working at FourStar: https://financialadvisorsworkshop.com/advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Nick Cantrell (https://www.greenfuturewealth.com/) founded Green Future Wealth Management to provide holistic financial planning that is independent and specializes in helping clients align their values with their financial planning, through the use of socially responsible and values-based investments.
In this episode Brian and Nick discuss:
-
Helping Clients Manifest Their Values Into Their Investments
-
Assessing the Alignment of Your Plan with Your Clients' Current Securities
-
Developing Value-oriented Portfolios for Clients
-
What Clients Want From Financial Advisors
https://www.linkedin.com/in/nickcantrell/
https://www.finra.org/
https://www.sipc.org/
https://www.greenfuturewealth.com/
To see short videos of all our best FA Business Growing tips follow us on:
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YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://financialadvisorsworkshop.com/
Interested in working at FourStar: https://financialadvisorsworkshop.com/advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
In this episode Ben Offit (https://www.offitadvisors.com/), a Certified Financial Planner and principal of Offit Advisors, and Brian discuss:
- How To Start Your Own Financial Advisor Firm
- Impacting Your Clients for Generations to Come
- The Real Risk Is Not Being Ready For When The Market Rebounds
- Why You Should Prioritize Helping Clients Rather Than Making Money
https://www.linkedin.com/in/benoffit/
https://www.offitadvisors.com/
https://twitter.com/AdvisorsOffit
https://www.instagram.com/mrsportsy/
https://www.facebook.com/OffitAdvisors
To see short videos of all our best FA Business Growing tips follow us on:
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YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://financialadvisorsworkshop.com/
Interested in working at FourStar: https://financialadvisorsworkshop.com/advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
In this episode, John Olson (https://www.2250financial.com/) and Brian Kasal discuss:
-How To Handle A Growing Client Base
-The Greatest Tool For Client Retention
-One Simple Method To Gain Client Trust
-The Difference Between Investment Management And Financial Planning
John has served many clients including military, federal, civilian, retirees, and young families, guiding them through all of life's milestones and challenges. John started 2250 Financial Services in 2020 in honor of his late father, John.
Office Address: 251 Najoles Rd, Suite G, Millersville, MD 21108
Office Phone: 410-774-6723
Website: https://www.2250financial.com/
Twitter: https://twitter.com/JohnWOlson4
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or 2250 Financial Services, Inc.
To see short videos of all our best FA Business Growing tips follow us on:
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Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorworkshop.com/
Interested in working at FourStar: https://financialadvisorsworkshop.com/advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Jorge Padilla (https://www.meirawealth.com/) is a principal, senior client advisor and director of investments at Meira, an independent financial advisory firm.
In this episode Brian and Jorge discuss:
- Pro Tips For Transitioning a Client to a New Advisor
- How to Build and Lead a Financial Advisor Team
- Remote Working in Financial Services
- Getting Your First Client as a Financial Advisor
- How To Convert Your Clients' Children Into Clients
And so much more!
To see short videos of all our best FA Business Growing tips follow us on:
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YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://financialadvisorsworkshop.com/
Interested in working at FourStar: https://financialadvisorsworkshop.com/advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Bryan Sweet (https://www.sweetfinancial.com/) is a Forbes Best-in-State Wealth Advisor at Sweet Financial Partners, and the creator of the Dream Architect, where he helps people live their ideal futures.
In this episode Brian and Bryan discuss:
- The 5 Pillars Of Building Your Dream Life
- How To Build The Perfect Financial Advisory Platform
- Teaching Your Clients to View A Down Market Differently
- What It takes To Build a Billion Dollar Practice
- Tips to Build a Successful Financial Advising Career
- Is Inflation Going To Go Down This Year?
And so much more!
Website: https://www.ewasymposium.com/
Website: https://www.sweetfinancial.com/
LinkedIn: https://www.linkedin.com/bryansweet/
To see short videos of all our best FA Business Growing tips follow us on:
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YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorworkshop.com/
Interested in working at FourStar: https://financialadvisorsworkshop.com/advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Justin Makris (https://www.justinmakris.com/) is a partner at Wealth Design Group. They have been working with business owners, attorneys, physicians and executives to help strategically balance their current lifestyle and financial needs with long term confidence and success. Justin and his firm work to empower families to experience purpose, freedom and abundance. Their mission is to inspire and coach families on the truths of investing and design a plan that supports their purpose. Clients have access to products, specialists, and services tailored to fit their unique needs and specific goals.
https://www.linkedin.com/in/justin-a-makris-aa77b250/
https://www.justinmakris.com/
To see short videos of all our best FA Business Growing tips follow us on:
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Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://financialadvisorsworkshop.com/
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Richard J. Archer (https://archerim.com/) is the president of Archer Investment Management where they provide people-focused financial planning services for industry professionals. He has always loved the concept of finance management/security and this led to his desire to help people build a positive relationship with their money. Richard is a certified financial planner and chartered financial analyst. His company provides investment management, comprehensive financial planning, and financial life planning services.
To see short videos of all our best FA Business Growing tips follow us on:
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Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
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iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar Wealth: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our FREE Guide on “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Darren Wurz (https://www.wurzfinancialservices.com/) is a Certified Financial Planner® Professional with an M.S. in Financial Planning from Golden Gate University.
Darren is the host of “The Lawyer Millionaire” podcast (https://podcasts.apple.com/us/podcast/the-lawyer-millionaire/id1617888607)
Darren is active in his local community as a member of the Northern Kentucky Bar Association, the Northern Kentucky Chamber of Commerce, and the Covington Business Council. He is also a member of the American Bar Association and the Financial Planning Association.
LinkedIn: https://www.linkedin.com/in/darren-p-wurz
Website: https://www.wurzfinancialservices.com
Website: https://www.retirementforlawyers.com
Twitter: https://www.twitter.com/WurzFinancial
To see short videos of all our best FA Business Growing tips follow us on:
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Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our FREE Guide on “How To Find Ultra High Net Worth Clients"” from https://financialadvisorsworkshop.com/
Laura Holcombe (https://www.resourcefinancial.com/) is a third generation graduate of Oregon State University and has worked in financial services since 1985. Laura has Series 7 and Series 66 registrations.
She is life and health Insurance licensed as well as being a Stock Broker and Investment Advisor Representative.
Laura honed her speaking skills at the local Toastmasters International, and along with the other advisors in the firm, she teaches classes throughout the year at Portland Community College and local businesses.
She shares her secrets on building lasting relationships with new clients, anchored around trust, personality, and customer service.
LinkedIn: https://www.linkedin.com/in/laura-holcombe-cfp%C2%AE-07ba9999/
Website: https://www.finra.org/
Website: https://www.sipc.org/
Website: https://www.resourcefinancial.com/
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://financialadvisorsworkshop.com/
Kevin Clark (https://www.ameripriseadvisors.com/kevin.r.clark/) is a self-employed Financial Advisor and Certified Financial Planner offering services in small business consulting, Financial and Retirement Planning, Investment Management, and Tax Planning and Preparation.
He joins us to talk about his success in combining Financial Advising with Tax Planning, and how he found success dealing with more introverted clients and building their wealth and trust.
https://www.linkedin.com/in/krclark7/
https://www.facebook.com/krclark77
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
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YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://financialadvisorsworkshop.com/
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our Guide on “How To Add $100M+ To Your Managed Assets In 1 Year” for FREE by going to https://financialadvisorsworkshop.com/
Brandon Steele, CFP®, ChFC® is a financial planner, CEO, and co-founder of Mainsail Financial Group located in Bellevue, Washington. Since graduating from Washington State University, Brandon has spent the last decade working to help educate and prepare families for retirement. Additionally, Brandon has been featured in Forbes, Business Insider, and Puget Sound Business Journal, among others.
https://www.linkedin.com/in/blsteele
https://www.mainsailfg.com (Company)
https://www.twitter.com/brandon_steele_
To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:
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Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://financialadvisorsworkshop.com/
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://financialadvisorsworkshop.com/
Morgan Stone (https://stonewealthatx.com/) is a CERTIFIED FINANCIAL PLANNER™ and the President of Stone Wealth Management, a fee-only independent registered investment advisory firm based in Austin, Texas. As a fee-only advisory, Morgan Stone’s commitment is always to his clients rather than to a particular product or fund. Morgan understands that everything starts with learning about his clients – their goals, dreams, and concerns. He joins us to talk about his journey from working in Trust to becoming a financial advisor, and how the pandemic has changed the industry as we adjust to the volatile economy.
https://www.linkedin.com/in/morganstone1/
https://twitter.com/StoneWealthMgmt
https://stonewealthatx.com/
To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:
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YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://financialadvisorsworkshop.com/
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from http://FinancialAdvisorsWorkshop.com/Listen
Doug Gjerde (https://www.heritagefinancialllc.com/) is the Managing Partner and Wealth Advisor at Heritage Financial Partners and his specialty is helping guide families on their journey to work toward becoming financially confident retirees.
He focuses on retirement planning, particularly lowering taxes in retirement. Lowering taxes may extend your retirement savings and provide you with extra money in retirement by avoiding invisible pitfalls.
He joins us to talk about how he achieved his dream of rising in the financial advising industry without going through the big firms, and finding success in retirement planning, and providing excellent and efficient service with the right management systems in place.
LinkedIn: https://www.linkedin.com/in/doug-gjerde-9929378/
Twitter: https://twitter.com/HeritageFinPart
Website: https://www.heritagefinancialllc.com/
To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:
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YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorworkshop.com/
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from http://FinancialAdvisorsWorkshop.com/Listen
Michael Garry (Yardleywealth.net) is the Managing Attorney, founder and CEO of Yardley Wealth Management, LLC in Newtown, PA, who offers fee-only financial planning, investment management, and estate planning.
Michael holds a B.S. in Finance and an MBA in Finance from Saint Joseph's University, as well as a J.D. from Widener University School of Law, where he specialized in tax, securities, and estate planning. Michael Garry has dedicated his career to providing cutting-edge wealth management and financial education in order to spread financial security and peace of mind.
Michael grew his independent financial advisory firm from zero assets under management to over $100 million in assets under management (AUM).
LinkedIn: https://www.linkedin.com/in/michaelgarry
Website: https://www.Yardleywealth.net
Website: https://www.Yardleyestate.net
Website: https://www.Yardleyfas.net
Twitter: https://www.MichaelJGarry
To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:
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YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorworkshop.com/
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our Guide on “How To Add $100M+ To Your Managed Assets In 1 Year” for FREE by going to https://FourStarWealth.com/Advisors
Lisa is the founder of a financial planning platform Omega Wealth Management (https://www.omegawealthmanagement.com/). Lisa works as Mentor and Coach and provides strategic financial life planning advice and coaching to clients. She is involved in building a financial education program for the Episcopal Diocese of Washington and currently volunteering time to support families facing the financial challenges of cancer through the Foundation of Family Financial Planning.
Omega Wealth Management takes a comprehensive and deep approach to financial planning by first understanding the client's deepest needs and desires, and building a plan around that. They provide full wealth management services as part of a long-term engagement, including traditional financial planning and investment management.
To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:
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Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorworkshop.com/
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from http://FinancialAdvisorsWorkshop.com/Listen
Jordan Flowers (https://www.wfsta.com/) is a financial advisor for Wealth Financial Services and Tax Advisory in Chicago, Illinois.
Jordan works with his clients to create tax-efficient strategies that will help them avoid market downturns and capitalize on financial market gains. Financial Planning, Retirement Planning, Income Planning, Tax Free Income, Social Security Planning, College Planning, and Estate Planning are some of the services he offers. Jordan enjoys providing families with the financial security they need to live their best lives!
LinkedIn: https://www.linkedin.com/in/jordanmflowers
Website: https://www.wfsta.com
Facebook: https://www.facebook.com/wfsta
Website: https://www.buffalogrovetax
To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:
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YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorworkshop.com/
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from http://FinancialAdvisorsWorkshop.com/Listen
Michael P. Rubino, (http://www.rubinofinancial.com/) Registered Financial Consultant, is Chief Executive Officer of the Rubino Financial Group, a Master Certified member of the H.S. Dent Advisors Network, and regular contributor on CNBC, as well as many other national and local media outlets.
He has been providing sound financial advice and educating investors since 1983. The office he established and currently oversees as Branch Manager with Centaurus Financial has been one of the most successful offices nationally.
Mr. Rubino most recently founded and manages a corporation, Brokerage Design and Development Inc., dedicated to training financial advisors nationwide in net tax planning and business organization.
LinkedIn: https://www.linkedin.com/in/mike-rubino-4b867918/
Website: http://www.rubinofinancial.com/
Facebook: https://www.facebook.com/rubinofinancialgroup/
To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:
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YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorworkshop.com/
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” by going to http://FinancialAdvisorsWorkshop.com/Listen
Bob Stone (https://www.telemus.com/) is the founder of Telemus. He is one of the original founding Partners at Telemus. Bob works with Telemus clients to help them develop financial goals and investment strategies for the near to long term. Bob has more than 28 years of investment and financial industry experience and has helped members with a wide variety of market situations across all stages of life.
Telemus was founded in 2005 as a fee-based RIA committed to upholding a high fiduciary standard, Telemus currently manages and advises on approximately $3 billion in investment assets for wealthy individuals, families, and their related interests. Telemus is based in Southfield, Michigan, with offices in Ann Arbor, Michigan, and Chicago, Illinois.
LinkedIn: https://www.linkedin.com/in/robertstone/
Twitter: https://twitter.com/ronirwinstone
Website: https://www.telemus.com/
To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:
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Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorworkshop.com/
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” by going to https://FourStarWealth.com/Advisors
RJ Devick (@luddite1984) has been a Financial Planner for more than 25 years, specializing in investment management, Sustainable, Responsible, and Impact Investing and retirement planning. RJ joined Penny Bond & Associates in 1993 and became a partner in 2001. RJ Devick talks about the need for ESG Investments and how they found a niche in people whose social and political beliefs aligns with their company’s goals and values.
https://www.linkedin.com/in/rjdevick/
https://www.bondanddevick.com/
https://twitter.com/luddite1984
https://www.bondanddevick.com/podcasts
To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:
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YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorworkshop.com/
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our Guide on “How To Add $100M+ To Your Managed Assets This Year” for FREE by going to https://FourStarWealth.com/Advisors
Ahmie E. Baum (https://www.interchangecp.com/) is the CEO of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 40 years of practice in financial services, Ahmie has built a team that has a passion for what they do and that executes for each client’s unique needs. He and his team consistently strive to deliver a “WOW” client experience. Ahmie is committed to giving his clients the guidance, education, and resources they need to make wise financial decisions that help them grow and protect their wealth while achieving their goals.
Interchange Capital Partners works in a specialized area of transition planning by unlocking a lifetime of work. They work with business owners, medical professionals, accountants, and other professionals in order to help them manage their financial affairs and generational wealth building with optimum efficiency. Making mistakes with wealth building can impact generations of your family, and getting it right requires a different model and approach than what’s considered the standard.
LinkedIn: https://www.linkedin.com/in/ahmiebaum/
Website: https://www.interchangecp.com/
Twitter: https://twitter.com/InterchangeCP
To see short videos of all our best Financial Advisor Workshop tips follow us on:
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DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most rec
Download our Guide on “How To Add $100M+ To Your Managed Assets In 1 Year” for FREE by going to https://FourStarWealth.com/Advisors
This episode’s guest is David Medina (StewFi.com ), founder & Investment Advisor Representative at Stewardship Financial. Davidhelps his clients to obtain a work optional lifestyle with the kind of retirement and legacy they desire. Prior to founding Stewardship Financial, David’s experience included 25 years in financial planning & analysis, plus six years as a Senior Financial Advisor. David likes to leverage his knowledge to benefit wealth management clients. He also seeks to partner with plan sponsors to streamline solutions so employers can work on their business, while employees may improve productivity and retirement readiness.
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Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://FourStarWealth.com/Advisors
Chris Janeway (http://www.fourthpointwealth.com) is a Certified Plan Fiduciary Advisor (CPFA) and the founder & president of Fourth Point Wealth - a company that works with a select group of families and organizations who are committed to understanding wealth and identifying their financial goals.
He coaches investors throughout Southern California and has helped corporations, nonprofits, and school systems develop and implement financial literacy and training programs throughout CA. When Chris is not working, he likes to play golf and spend time with his family.
https://www.linkedin.com/in/chrisjaneway/
http://www.fourthpointwealth.com/
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Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://FourStarWealth.com/Advisors
Danna Jacobs joins the Financial Advisor’s Workshop table and talks about how she’s building her legacy with Legacy Care Wealth. She is the Co-Founder of Legacy Care Wealth, a Certified Planning Firm for Young Professionals. She employs comprehensive financial planning, tax efficiency planning, business management, bookkeeping, tax preparation, and savings and budgeting models to capture cash flows for clients that align with life goals. She joins us to talk about how she started Legacy Care Wealth and how she specialized by looking into a specific market - the HENRYs.
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Website: https://www.financialadvisorworkshop.com/
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DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://FourStarWealth.com/Advisors
Timothy Bickmore (@bickmore57) is the Director of Financial Planning/Co-Founder at LBW Wealth Management. LBW provides financial growth and independence services to clients. After receiving a degree in economics, he accepted a position at a large, independent wealth management firm. Few years later, Madison recruited Timothy to create and head the financial planning division at a smaller firm. He currently holds a Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ or CFP® and a Certified Private Wealth Advisor® or CPWA® professional. Tim is also a board member of DAMA and resides in Monona, WI.
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DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://FourStarWealth.com/Advisors
Shawn Tydlaska (@ShawnTydlaska) is a certified financial planner and holds an MBA from the University of Michigan - Ross School of Business. Shawn also holds a BA in Economics and a Minor in Education from UCLA.
After graduating from UCLA, Shawn was unprepared to manage his own personal financial life. Credit scores, 401(k)s, and budgeting were all foreign concepts and he felt overwhelmed. When he started to learn how to best manage his own finances, he was immediately hooked. He knew he found his professional calling to help others achieve the same sense of empowerment he felt when he took control of his finances. Shawn launched Ballast Point Financial Planning in 2016 to help people in achieving their financial goals and dreams.
https://www.linkedin.com/in/shawntydlaska/
https://twitter.com/ShawnTydlaska
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Website: https://www.financialadvisorworkshop.com/
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DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://FourStarWealth.com/Advisors
In this episode of Financial Advisors Workshop, our guest is a real role model of a businesswoman, Melanie Milam (https://www.linkedin.com/in/melaniemilam).
Along with her trusted advisor and partner, she will navigate you through the journey of creating a business, taking it over and reaching peak after peak, but maintaining humanity and humility in the process. Learn first hand, what it takes to have a whole family partake in your business and how to overcome hardships through trust and respect.
https://www.gatewayfinancialpartners.com
https://www.finra.org
https://www.sipc.org
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Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://FourStarWealth.com/Advisors
Kathy Longo (https://www.flourishwealthmanagement.com/), the President & Founder of Flourish Wealth Management. Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management®. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager and business owner at notable, various sized companies in both Chicago and Minneapolis.
https://www.linkedin.com/in/kathleenlongo
https://www.flourishwealthmanagement.com/
To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:
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Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://FourStarWealth.com/Advisors
This episode’s guest is Cristina Briboneria (https://oxygenfinancial.com/). Cristina is originally from Los Angeles, CA but has lived in Houston, TX, Cleveland, OH, and now resides in Atlanta, GA. Cristina graduated from Oberlin College with degrees in Mathematics and History. Earning her CFP® designation from Oglethorpe University. In January of 2009, she joined oXYGen and is, currently, a Managing Partner. Cristina has since helped build a successful practice with where her team works with over 4000 clients and manages nearly $1 Billion in assets.
To see short videos of all our best Financial Advisor Workshop tips follow us on:
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Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://FourStarWealth.com/Advisors
As one of the founding Visionaries, Brett Gilliland (https://visionarywealthadvisors.com/) works on creating and executing the vision for the company, which is to provide world-class service to clients and grow to be the most prestigious wealth management firm in the markets we serve. Brett was instrumental in establishing the core values and culture within the company, which creates a positive, energetic environment for our clients, Visionaries, and staff.
In addition to his duties as CEO of Visionary Wealth Advisors, Brett is an active member of the St. Louis Sports’ Commission and the Board of Directors for Southern Illinois University Edwardsville’s School of Pharmacy, and hosts a weekly Circuit of Success podcast, which was rated as one of the top entrepreneur podcasts in 2017. Brett and his wife, Julie, also founded Swing Fore Hope, a charity that funds cancer research and provides financial assistance to cancer patients
https://www.linkedin.com/in/brettgilliland/
https://twitter.com/visionarywealth
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Website: https://www.financialadvisorworkshop.com/
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://FourStarWealth.com/Advisors
Gabriel Shahin (@FalconOfFinance) is the Principal and Founder of Falcon Wealth Planning. He has extensive experience in advanced tax planning, portfolio analysis, and investment management and has helped families and individuals reach their financial goals since 2003. Prior to founding Falcon Wealth Planning, Gabriel served as an Investment Consultant specializing in asset guidance for high net worth individuals at TD Ameritrade. He also held his FINRA Series 7 and 66 licenses before working with a fee-only advisory firm.
Website: www.followgabriel.com
LinkedIn: https://www.linkedin.com/in/gabrielshahin/
Website:https://www.falconwealthplanning.com/
Website:https://moreknowledgemorewealth.com/
Instagram:https://www.instagram.com/gabriel.shahin/
Twitter:https://twitter.com/FalconOfFinance
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Website: https://www.financialadvisorworkshop.com/
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download the “How To Reach $100M+ In Managed Assets” for FREE by going to https://FourStarWealth.com/Advisors
Josh Patrick is a Certified Financial Planner® and a Financial Transitionist®. He knows how to help you get the most value from your business both from personal experience (selling his successful 90-employee business) and from helping countless others do the same. In this episode, he joins us to talk about his work with blue-collar businesses, and how to make the money your business makes today work so you can retire tomorrow.
https://www.linkedin.com/in/josh-patrick-4018941a/
https://www.stage2planning.com/
Follow @FinancialAdvisorsWorkshop on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode!
Connect with Brian Kasal and the Financial Advisor’s Workshop Channel and Podcast:
To see the complete show notes, specific links to everything mentioned, and videos of the best moments from the episode please go to https://fourstartwealth.com/Advisors
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Download our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://FourStarWealth.com/Advisors
John Kennedy (https://www.linkedin.com/in/john-kennedy-cfp%C2%AE-715a6a19/) is a partner and Certified Financial Planner at CandorPath Financial. He provides expert guidance to families and business owners on their journey to financial success. In this episode, we talk about how he started in the industry and his AHA moment in his Financial Advising career. Finally, he shares his secrets to maintaining and connecting with his clients every day.
https://www.linkedin.com/in/john-kennedy-cfp%C2%AE-715a6a19/
https://candorpath.com/
Follow @FinancialAdvisorsWorkshop on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode!
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Download the “How To Reach $100M+ In Managed Assets” for FREE by going to https://FourStarWealth.com/Advisors
Gil Baumgarten (http://segmentwm.com/) is a 37-year veteran of the investment industry and owner of Segment Wealth Management. He’s a multi-award-winning financial advisor, author, and family man. Gil explains the investing trends that the rich follow, how to use risk to your advantage and what are some of the key ways to achieve more than a billion dollars under asset management for his firm.
Linkedin: https://www.linkedin.com/in/gil-baumgarten/
Twitter: https://twitter.com/gilbaum
Facebook: https://www.facebook.com/GilBaumgartenAuthor/
Book: https://gilbaumgarten.com/book/
Website: http://segmentwm.com/
Follow @FinancialAdvisorsWorkshop on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode!
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Jeremy Keil (https://keilfp.com), a financial advisor at Keil Financial Partners and the host of the Retirement Revealed podcast, he works to simplify complex financial decisions so you can make smarter retirement, investment, and tax planning decisions. Here we talk about his start in financial planning and his specialization in retirement planning.
https://www.linkedin.com/in/jeremykeilfp/
https://keilfp.com/
https://retirement-revealed.com/
Follow @FinancialAdvisorsWorkshop on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode!
Connect with Brian Kasal and the Financial Advisor’s Workshop Channel and Podcast:
To see the complete show notes, specific links to everything mentioned, and videos of the best moments from the episode please go to https://fourstartwealth.com/Advisors
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Download our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://FourStarWealth.com/Advisors
Rick English (http://www.englishfinancial.net/) works independently as the Founder and Senior Financial Advisor of English Financial. He works with Business Owners and their CPAs to Reduce Taxes, Increase cash flow (business & personal), Secure dependable sources of TAX-FREE RETIREMENT INCOME to age 100 and beyond, Retain and Reward Key Employees; and Leave a larger than planned TAX-FREE Legacy. In this episode he talks about his beginnings in the industry and how he has built his name and business with the right attitude and approach.
https://www.linkedin.com/in/rick-english-chfc-cap-clu-iar-texas-46a79b127/
Connect with Brian Kasal and the Financial Advisor’s Workshop Channel and Podcast:
To see the complete show notes, specific links to everything mentioned, and videos of the best moments from the episode please go to https://fourstartwealth.com/Advisors
Follow FAW on TikTok: https://www.tiktok.com/@FAWorkshop
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Listen on Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://FourStarWealth.com/Advisors
Dan Moisand is a fee-only financial advisor residing in Melbourne, Florida. He is regarded by many as one of America’s top financial advisors for retirees and near retirees. A happily married father of two, he is a past national President of the Financial Planning Association, and has been featured as one of America’s top financial planners by at least 10 financial planning publications
https://twitter.com/MFTWealth
https://moisandfitzgerald.com/
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Listen on iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Listen on Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://FourStarWealth.com/Advisors
Shanna Tingom (https://www.linkedin.com/in/shannatingom/) is the co-founder of Heritage Financial Strategies (https://www.heritagefinancialaz.com/). She has more than 20 years of experience in the financial services industry and specializes in working with female entrepreneurs, business owners, and leaders as well as individuals experiencing life transitions such as marriage or divorce. Her main focus is helping others take charge of their financial future.
After years of struggling to fit into the corporate mold, Shanna made the decision to become an independent advisor. She earned a bachelor’s degree in business from William Penn University and a master’s degree in organizational management from the University of Phoenix.
Since opening Heritage Financial Strategies, Shanna has been a regular contributor to Investopedia.com, Kiplinger’s Personal Finance online, and Born2Invest.com. She makes frequent public speaking and guest radio appearances in Phoenix and nationally as well as hosts her own podcast, “Making Money Fun” which can be found on iTunes.
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Like FAW on Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Follow FAW on Twitter: https://twitter.com/FAsWorkshop
Listen on iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Listen on Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Interested in working at FourStar: https://fourstarwealth.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Welcome to The Financial Advisor's Workshop! Our biggest goal here is to help you grow your Financial Advisor practice to $100M and beyond!