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Financial Advisor's Workshop with Brian Kasal
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Financial Advisor's Workshop with Brian Kasal

Author: Brian Kasal

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Interviews with the World's Most Successful Financial Advisors.

Hosted by Brian Kasal the Founder and CEO of FourStar Wealth in Chicago, IL.
83 Episodes
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Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Mike Walther (https://oakwealth.com/) is a Certified Financial Planner who founded Oak Wealth Advisors in 2008 so that families seeking experienced and objective special needs financial planning advice could access the same quality of service previously only provided to wealthy families. Mike has a brother on the Autism spectrum.  In this episode, Brian and Mike discuss: 1. Why Every Dollar Matters in Wealth Advisory 2. Navigating Nuances When Planning for Special Needs Clients 3.  Enhancing Client Outcomes Through Specialty Financial Review Services 4. Strategies for Sustaining Wealth Across Generations LinkedIn: https://www.linkedin.com/in/michael-walther-cpa-pfs-cfp%C2%AE-cfa-a49945a/  Website: https://oakwealth.com/  Article: https://www.fa-mag.com/news/dealing-with-special-needs-6626.html?issue=163  To see short videos of all our best FA Business Growing tips follow us on:  Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop   TikTok: https://www.tiktok.com/@faworkshop   YouTube: https://www.youtube.com/@financialadvisorsworkshop  Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop   Twitter: https://twitter.com/FAsWorkshop   iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408   Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE   Website: https://www.financialadvisorsworkshop.com/   Work with FourStar: https://financialadvisorsworkshop.com/Advisors   DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Elliot H. Kallen (https://prosperityfinancialgroup.com/) is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been a CEO of two other companies before forming Prosperity Financial Group, Inc. and is a frequent keynote speaker to charities, podcasts and radio shows on motivation, leadership, charitable work, marketing and various financial subjects. In this episode, Brian and Elliot discuss: 1. The Art of Underpromising and Overdelivering in Financial Advisory 2. Leveraging Trust to Expand Your High Net Worth Client Base 3. The Story Behind Brighter Day Foundation 4. Exploring Liquid Alternatives LinkedIn: https://www.linkedin.com/in/elliotkallen/  Website: https://prosperityfinancialgroup.com/  Charity Website: https://abrighterday.info/  Instagram: https://www.instagram.com/prosperityfinancialgroup/  Facebook: https://www.facebook.com/ProsperityFinancialGroupInc/  YouTube: https://www.youtube.com/channel/UCynH32iE0vZHwczDLmluCNw  To see short videos of all our best FA Business Growing tips follow us on:  Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop   TikTok: https://www.tiktok.com/@faworkshop   YouTube: https://www.youtube.com/@financialadvisorsworkshop  Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop   Twitter: https://twitter.com/FAsWorkshop   iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408   Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE   Website: https://www.financialadvisorsworkshop.com/   Work with FourStar: https://financialadvisorsworkshop.com/Advisors   DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Spencer Sherman (MBA, CFP®) (https://abacuswealth.com/) is a leading financial advisor, author, public speaker, and the founder and former CEO of Abacus, a values-driven financial consulting firm managing more than $3 billion in assets. A New York native living in California, Spencer now devotes much of his time to sharing his mindfulness-based approach to money through books, courses, and personal appearances. In this episode, Brian and Spencer discuss: 1. Revolutionizing Advisor Models 2. Market Volatility and Investor Psychology 3. The Psychology of Investing 4. Balancing Risk and Reward LinkedIn: https://www.linkedin.com/in/mindfulspencer/            https://www.linkedin.com/company/sherman-financial-inc/ Website: https://abacuswealth.com/                https://www.spencer-sherman.com/ Instagram: https://www.instagram.com/mindfulspencer/channel/ Twitter: https://twitter.com/SpencerSherman Facebook: https://www.facebook.com/MindfulSpencer.Financial/ YouTube: https://www.youtube.com/@spencersherman6911 Google Books: https://books.google.com.ph/books/about/The_Cure_for_Money_Madness.html?id=tAfdf5cidzwC&source=kp_author_description&redir_esc=y 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   TikTok: https://www.tiktok.com/@faworkshop   YouTube: https://www.youtube.com/@financialadvisorsworkshop  Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop   Twitter: https://twitter.com/FAsWorkshop   iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408   Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE   Website: https://www.financialadvisorsworkshop.com/   Work with FourStar: https://financialadvisorsworkshop.com/Advisors   DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Stanley T. Funches (https://www.inteluswm.com/) has been a financial planner for 25+ years, helping professionals, business owners, and physicians pursue and maintain a comfortable retirement. He is the President and Financial Advisor with INTELUS Wealth Management, LLC. In this episode, Brian and Stanley discuss: 1. Dads and Dollars 2. From Investments to Insurance 3. Assessing the Unprecedented Trends of 2023 4. The Comprehensive Financial Planning Experience LinkedIn: https://www.linkedin.com/in/stanleyfunches/ Website: https://www.inteluswm.com/ To see short videos of all our best FA Business Growing tips follow us on:  Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop   TikTok: https://www.tiktok.com/@faworkshop   YouTube: https://www.youtube.com/@financialadvisorsworkshop  Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop   Twitter: https://twitter.com/FAsWorkshop   iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408   Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE   Website: https://www.financialadvisorsworkshop.com/   Work with FourStar: https://financialadvisorsworkshop.com/Advisors   DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Kirk Licata, CFP® (https://www.longviewwealthmanagement.com), joined LongView in 2012. He has been in the financial services industry since 2010 with experience at Bank of America, State Farm, and Mutual of Omaha. Kirk primarily works with two types of clients that both require his expertise in tax planning.  His first passion is advising business owners through the complex decisions needed on cash flow management and retirement planning.   In this episode, Brian and Kirk discuss: 1. Mastering the Art of Concise Financial Advising 2. Drip Marketing Strategies for Financial Advisors 3. Advising Business Owners 4. Diversification in Volatile Markets LinkedIn: https://www.linkedin.com/in/kirklicata/ Website: https://www.longviewwealthmanagement.com/ To see short videos of all our best FA Business Growing tips follow us on:  Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop   TikTok: https://www.tiktok.com/@faworkshop   YouTube: https://www.youtube.com/@financialadvisorsworkshop  Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop   Twitter: https://twitter.com/FAsWorkshop   iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408   Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE   Website: https://www.financialadvisorsworkshop.com/   Work with FourStar: https://financialadvisorsworkshop.com/Advisors   DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  James H. Lee (https://twitter.com/jhlinde) is the founder of StratFI and provides retirement planning with a focus on investment management and portfolio consulting to help clients organize, grow, and protect their assets through life’s transitions. As a fee-only fiduciary, James H. Lee does not receive commissions of any kind and has a legal obligation to provide unbiased financial advice. In this episode, Brian and Jim discuss: 1. A Novel Approach to Tailored Portfolio Construction 2. The Investment Personality 3. The Impact of Authenticity in Financial Newsletters 4. Referrals and Client Growth LinkedIn: https://www.linkedin.com/in/jleeadvisor/  Website: https://www.linkedin.com/company/strategic-foresight-investments/  Twitter: https://twitter.com/jhlinde  Facebook: https://www.facebook.com/stratfi/  Media Kit and Bio: https://www.stratfi.com/resources/media-kit.html  To see short videos of all our best FA Business Growing tips follow us on:  Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop   TikTok: https://www.tiktok.com/@faworkshop   YouTube: https://www.youtube.com/@financialadvisorsworkshop  Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop   Twitter: https://twitter.com/FAsWorkshop   iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408   Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE   Website: https://www.financialadvisorsworkshop.com/   Work with FourStar: https://financialadvisorsworkshop.com/Advisors   DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Aaron Karas (https://insight2wealth.com/) is a comprehensive, fee-only financial advisor who began his career in the financial industry in 2008. His primary areas of expertise are financial planning, investment portfolio management, liability management, trust and estate planning, banking, and hedging strategies. In this episode, Brian and Aaron discuss: 1. Starting a Financial Planning Career During A Financial Crisis 2. How A403 (b) Started A Career 3. The Fiduciary Advantage: Transforming Client Relationships 4. Educating Clients on the Investment Game LinkedIn: https://www.linkedin.com/in/aaronkaras/ Website: https://insight2wealth.com/ To see short videos of all our best FA Business Growing tips follow us on:  Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop   TikTok: https://www.tiktok.com/@faworkshop   YouTube: https://www.youtube.com/@financialadvisorsworkshop  Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop   Twitter: https://twitter.com/FAsWorkshop   iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408   Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE   Website: https://www.financialadvisorsworkshop.com/   Work with FourStar: https://financialadvisorsworkshop.com/Advisors   DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Liz Gillette (https://www.baypointwealth.com/⁠) is a Certified Financial Planner for Bay Point Wealth, specializing in financial planning for Millennials and Gen X-ers. Liz tackled her own path to financial freedom and consequently acquired a passion for empowering other women and men to transform their fiscal lives. In this episode, Brian and Liz discuss: 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
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