Financial Advisor's Workshop with Brian Kasal

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

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/ 

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: 

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/ 

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: 

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/ 

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: 

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/ 

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: 

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/ 

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: 

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/ 

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: 

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/ 

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: 

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/ 

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: 

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/ 

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: 

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/ 

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: 

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/ 

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  

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/ 

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  

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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/ 

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  

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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/ 

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: 

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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/ 

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  

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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/ 

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:

1. From Recruiter to Financial Advisor

2. How Important is Client Experience

3. Serving Clients in Their Earning Phase

4. 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:

1. AI's Impact On The Financial Industry

2. 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:

1. Simplifying Financial Planning

2. Nic’s Firm And How He Helps Clients

3. Advising Clients in a Volatile Market

4. 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-Q 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/ 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 Management 2. Managing a Crisis 3. Trends in The Industry 4. Inflation in The Future LinkedIn: 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/ManskeWealth 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/ 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 Planning 2. Discovering a Niche in Financial Advisory 3. Embracing Technology in Financial Advisory 4. 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/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/ 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

2. The Three C’s of Finance

3. Alternative Investment Sourcing

4. Future of Investment LinkedIn: 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/JamieMenges Facebook: 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/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/ 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 Planning 2. The Importance of Serving Clients Based on Their Needs 3. Preserving Legacies 4. The Impact Financial Planning Can Have on Individuals and Families LinkedIn: https://www.linkedin.com/in/kingoffinance/ Website: https://www.chappelwood.com/ Twitter: https://twitter.com/damonmking1 Facebook: https://www.facebook.com/damon.king.5439/ Youtube: https://www.youtube.com/@financialdiva Podcast: https://hubhopper.com/podcast/its-all-about-the-money-honey/46539 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/ 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:

1. Breaking Free From Restrictive Advisor Agreements

2. Seek Advisors Who Prioritize Your Interest

3. Shareholders vs. Clients

4. 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.clearfocusfinancial.com/⁠) 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 Matthew discuss:

1. Building Strong Client Relationships

2. Bridging the Age Gap in Financial Advising

3. Beyond Market Trends

4. 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 Ray discuss:

1. The Fiduciary Mindset in Financial Planning

2. New Money And Conservative Investing

3. Planning For Your Financial Future: A Mix of Investment And Annuity Chassis

4. 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. Creating A Legacy Firm: What Your Last Day Should Look Like

2. The Margin of High Net Worth Clients: Why They're Easier To Deal With

3. Overcoming the Fear of High Net-Worth Prospects

4. The Untapped Potential 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 Henrickson 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:

1. Breaking Down the IRS Regulations on Exchange Funds 2. Why Alternatives May Be An Option for Your Investment Portfolio 3. The Benefits of Investing in Non-Correlating Asset Classes 4. 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 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/⁠

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 Francis (⁠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:

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 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:

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 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. Welcoming Multiple Generations Into Financial Planning
3. The Joys and Challenges of a Career in Financial Advising
4. The Importance of Having a Support System in Entrepreneurship

 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:

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 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:

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

Asset Preservation Strategies is a DBA of Axxcess Wealth Management, LLC (Axxcess), an SEC Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Axxcess and its representatives are properly licensed or exempt from licensure.

The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.

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:

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 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:

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://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:

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://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:

1. How To Start Your Own Financial Advisor Firm
2. Impacting Your Clients for Generations to Come
3. The Real Risk Is Not Being Ready For When The Market Rebounds
4. 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:

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://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:

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.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:

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://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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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.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:

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://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:

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/

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