Financial Advisor&#x27;s Workshop with Brian Kasal

YouTube: https://www.youtube.com/@financialadvisorsworkshop

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

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

#44 Understanding the 2022 Market Anomaly w/ Brian Kasal | CEO at Fourstar Wealth Advisors

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

#43 Bridging the Gender Gap in Financial Education w/Stacy Francis, President & CEO at Francis Financial

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

#42 The Evolution of Financial Planning: From Sales to Stewardship w/ Marc Shaffer, CFO at Searcy Financial and Principal at Allos Investment Advisors

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

YouTube: https://www.youtube.com/@financialadvisorsworkshop

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from 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

#41 Launching a Firm during Uncertain Times (like 2008) w/ Liz Miller | Founder and President of Summit Place Financial Advisors

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:

Launching A Financial Advising Firm In 2008 Welcoming Multiple Generations Into Financial Planning The Joys and Challenges of a Career in Financial Advising 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

YouTube: https://www.youtube.com/@FinancialAdvisorsWorkshop

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from 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

#40 Preserving Legacies: Working With Multi-Generational Clients w/ John Jenkins | Senior Financial Adviser at Asset Preservation Strategies

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

YouTube: https://www.youtube.com/@financialadvisorsworkshop

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from 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.

#39 Empowering Your Clients By Connecting Their Goals To Their Values w/ Andy Esser, Financial Advisor at Edward Jones

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

YouTube: https://www.youtube.com/@financialadvisorsworkshop

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from 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

#38 Protecting Your Clients' Investments In A Down Market w/ Mark Mitamura | CEO at The Reserve Investments

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

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Download “How to Find Ultra High Net Worth Clients” from 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

#37 Identifying Whether Your Clients' Securities Match Your Plan's Objectives w/ Nick Cantrell - Founder and Wealth Advisor at Green Future Wealth Management

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

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from 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

#36 The Real Risk Is Not Being Ready For When The Market Rebounds w/ Ben Offit | Principal at Offit Advisors

In this episode Ben Offit (https://www.offitadvisors.com/), a Certified Financial Planner and principal of Offit Advisors, and Brian discuss:

How To Start Your Own Financial Advisor Firm Impacting Your Clients for Generations to Come The Real Risk Is Not Being Ready For When The Market Rebounds Why You Should Prioritize Helping Clients Rather Than Making Money

https://www.linkedin.com/in/benoffit/

https://www.offitadvisors.com/

https://twitter.com/AdvisorsOffit

https://www.instagram.com/mrsportsy/

https://www.facebook.com/OffitAdvisors

To see short videos of all our best FA Business Growing tips follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Download “How to Find Ultra High Net Worth Clients” from 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

#35 How To Set Up Clients To Weather Any Storm w/ John Olson | Financial Advisor and President at 2250 Financial Services, Inc.

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

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

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

#34 Turning Your Clients' Children Into Clients w/ Jorge Padilla, Principal, Senior Client Advisor and Director of Investments at Meira

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

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Download “How to Find Ultra High Net Worth Clients” from 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

#33 The 4 Step Process To Help Clients Build Their Dream Lives w/ Bryan Sweet | Founder and CEO Of Sweet Financial Partners

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:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

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

#32 Want More Clients? Join A Club! w/ Justin Makris, Financial Advisor at Wealth Design Group

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

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Download “How To Find Ultra High Net Worth Clients" from 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

#31 The Impact of Fintech and Digital Assets on Financial Advisor Services w/ Richard Archer | Owner/President of Archer Investment Management

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

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

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

#30 Using a Niche Market to Build a Successful Financial Firm w/ Darren Wurz - Wurz Financial Services

Download our FREE Guide on “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/

Darren Wurz (https://www.wurzfinancialservices.com/) is a Certified Financial Planner® Professional with an M.S. in Financial Planning from Golden Gate University.

Darren is the host of “The Lawyer Millionaire” podcast (https://podcasts.apple.com/us/podcast/the-lawyer-millionaire/id1617888607)

Darren is active in his local community as a member of the Northern Kentucky Bar Association, the Northern Kentucky Chamber of Commerce, and the Covington Business Council. He is also a member of the American Bar Association and the Financial Planning Association.

LinkedIn: https://www.linkedin.com/in/darren-p-wurz

Website: https://www.wurzfinancialservices.com

Website: https://www.retirementforlawyers.com

Twitter: https://www.twitter.com/WurzFinancial

To see short videos of all our best FA Business Growing tips follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

#29 Helping Any Client To Retirement In 20 Years w/ Laura Holcombe - Financial Advisor at Resource Financial, Inc.

Download our FREE Guide on “How To Find Ultra High Net Worth Clients"” from https://financialadvisorsworkshop.com/

Laura Holcombe (https://www.resourcefinancial.com/) is a third generation graduate of Oregon State University and has worked in financial services since 1985. Laura has Series 7 and Series 66 registrations.

She is life and health Insurance licensed as well as being a Stock Broker and Investment Advisor Representative.

Laura honed her speaking skills at the local Toastmasters International, and along with the other advisors in the firm, she teaches classes throughout the year at Portland Community College and local businesses.

She shares her secrets on building lasting relationships with new clients, anchored around trust, personality, and customer service.

LinkedIn: https://www.linkedin.com/in/laura-holcombe-cfp%C2%AE-07ba9999/

Website: https://www.finra.org/

Website: https://www.sipc.org/

Website: https://www.resourcefinancial.com/

To see short videos of all our best FA Business Growing tips follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

#28 Adding Tax Planning Services Is Not That Taxing w/ Kevin Clark, Financial Advisor at Ameriprise Financial Services, LLC

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://financialadvisorsworkshop.com/

Kevin Clark (https://www.ameripriseadvisors.com/kevin.r.clark/) is a self-employed Financial Advisor and Certified Financial Planner offering services in small business consulting, Financial and Retirement Planning, Investment Management, and Tax Planning and Preparation.

He joins us to talk about his success in combining Financial Advising with Tax Planning, and how he found success dealing with more introverted clients and building their wealth and trust.

https://www.linkedin.com/in/krclark7/

https://www.facebook.com/krclark77

To see short videos of all our best FA Business Growing tips follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Download our Guide on “How To Add $100M+ To Your Managed Assets In 1 Year” for FREE by going to 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

#27 Should You Outsource Your Clients' Portfolio Management? w/ Brandon Steele | CEO/Founder at Mainsail Financial Group

Brandon Steele, CFP®, ChFC® is a financial planner, CEO, and co-founder of Mainsail Financial Group located in Bellevue, Washington. Since graduating from Washington State University, Brandon has spent the last decade working to help educate and prepare families for retirement. Additionally, Brandon has been featured in Forbes, Business Insider, and Puget Sound Business Journal, among others.

https://www.linkedin.com/in/blsteele

https://www.mainsailfg.com (Company)

https://twitter.com/theblsteele

To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from 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

#26 Financial Advising in a Changing Landscape and Economy w/ Morgan Stone, President at Stone Wealth Management

Morgan Stone (https://stonewealthatx.com/) is a CERTIFIED FINANCIAL PLANNER™ and the President of Stone Wealth Management, a fee-only independent registered investment advisory firm based in Austin, Texas. As a fee-only advisory, Morgan Stone’s commitment is always to his clients rather than to a particular product or fund. Morgan understands that everything starts with learning about his clients – their goals, dreams, and concerns. He joins us to talk about his journey from working in Trust to becoming a financial advisor, and how the pandemic has changed the industry as we adjust to the volatile economy.

https://www.linkedin.com/in/morganstone1/

https://twitter.com/StoneWealthMgmt

https://stonewealthatx.com/

To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from 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

#25 Success Secrets For Independent Financial Advisors w/ Doug Gjerde, Managing Partner and Wealth Advisor at Heritage Financial Partners

Doug Gjerde (https://www.heritagefinancialllc.com/) is the Managing Partner and Wealth Advisor at Heritage Financial Partners and his specialty is helping guide families on their journey to work toward becoming financially confident retirees.

He focuses on retirement planning, particularly lowering taxes in retirement. Lowering taxes may extend your retirement savings and provide you with extra money in retirement by avoiding invisible pitfalls.

He joins us to talk about how he achieved his dream of rising in the financial advising industry without going through the big firms, and finding success in retirement planning, and providing excellent and efficient service with the right management systems in place.

LinkedIn: https://www.linkedin.com/in/doug-gjerde-9929378/

Twitter: https://twitter.com/HeritageFinPart

Website: https://www.heritagefinancialllc.com/

To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

#24 Building Your Practice From $0 To $100 Million w/Michael Garry, Founder & CEO Yardley Wealth Management

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://financialadvisorsworkshop.com/

Michael Garry (Yardleywealth.net) is the Managing Attorney, founder and CEO of Yardley Wealth Management, LLC in Newtown, PA, who offers fee-only financial planning, investment management, and estate planning.

Michael holds a B.S. in Finance and an MBA in Finance from Saint Joseph's University, as well as a J.D. from Widener University School of Law, where he specialized in tax, securities, and estate planning. Michael Garry has dedicated his career to providing cutting-edge wealth management and financial education in order to spread financial security and peace of mind.

Michael grew his independent financial advisory firm from zero assets under management to over $100 million in assets under management (AUM).

LinkedIn: https://www.linkedin.com/in/michaelgarry

Website: https://www.Yardleywealth.net

Website: https://www.Yardleyestate.net

Website: https://www.Yardleyfas.net

Twitter: https://www.MichaelJGarry

To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

#23 How to Manage Your Clients Wealth Effectively w/Lisa Kirchenbauer | Founder & President at Omega Wealth

Download our Guide on “How To Add $100M+ To Your Managed Assets In 1 Year” for FREE by going to https://financialadvisorsworkshop.com/

Lisa is the founder of a financial planning platform Omega Wealth Management (https://www.omegawealthmanagement.com/). Lisa works as Mentor and Coach and provides strategic financial life planning advice and coaching to clients. She is involved in building a financial education program for the Episcopal Diocese of Washington and currently volunteering time to support families facing the financial challenges of cancer through the Foundation of Family Financial Planning.

Omega Wealth Management takes a comprehensive and deep approach to financial planning by first understanding the client's deepest needs and desires, and building a plan around that. They provide full wealth management services as part of a long-term engagement, including traditional financial planning and investment management.

To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

#22 Taxes and Tax Planning w/Jordan Flowers, Financial Advisor at Wealth Financial Services & Tax Advisory

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://financialadvisorsworkshop.com/

Jordan Flowers (https://www.wfsta.com/) is a financial advisor for Wealth Financial Services and Tax Advisory in Chicago, Illinois.

Jordan works with his clients to create tax-efficient strategies that will help them avoid market downturns and capitalize on financial market gains. Financial Planning, Retirement Planning, Income Planning, Tax Free Income, Social Security Planning, College Planning, and Estate Planning are some of the services he offers. Jordan enjoys providing families with the financial security they need to live their best lives!

LinkedIn: https://www.linkedin.com/in/jordanmflowers

Website: https://www.wfsta.com

Facebook: https://www.facebook.com/wfsta

Website: https://www.buffalogrovetax

To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

#21 When To Risk It All And When To Play It Safe w/ Mike Rubino | President at Rubino Financial, Inc

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://fourstarwealth.com/Advisors

Michael P. Rubino, (http://www.rubinofinancial.com/) Registered Financial Consultant, is Chief Executive Officer of the Rubino Financial Group, a Master Certified member of the H.S. Dent Advisors Network, and regular contributor on CNBC, as well as many other national and local media outlets.

He has been providing sound financial advice and educating investors since 1983. The office he established and currently oversees as Branch Manager with Centaurus Financial has been one of the most successful offices nationally.

Mr. Rubino most recently founded and manages a corporation, Brokerage Design and Development Inc., dedicated to training financial advisors nationwide in net tax planning and business organization.

LinkedIn: https://www.linkedin.com/in/mike-rubino-4b867918/

Website: http://www.rubinofinancial.com/

Facebook: https://www.facebook.com/rubinofinancialgroup/

To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

#20 Managing The Complexities of Wealth w/ Bob Stone | Founder & Advisor at Telemus

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” by going to https://financialadvisorsworkshop.com/

Bob Stone (https://www.telemus.com/) is the founder of Telemus. He is one of the original founding Partners at Telemus. Bob works with Telemus clients to help them develop financial goals and investment strategies for the near to long term. Bob has more than 28 years of investment and financial industry experience and has helped members with a wide variety of market situations across all stages of life.

Telemus was founded in 2005 as a fee-based RIA committed to upholding a high fiduciary standard, Telemus currently manages and advises on approximately $3 billion in investment assets for wealthy individuals, families, and their related interests. Telemus is based in Southfield, Michigan, with offices in Ann Arbor, Michigan, and Chicago, Illinois.

LinkedIn: https://www.linkedin.com/in/robertstone/

Twitter: https://twitter.com/ronirwinstone

Website: https://www.telemus.com/

To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

#19 Growing Your Money With Your Community Through ESG w/ RJ Devick, Partner/Financial Advisor at Bond & Devick Wealth Partners

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” by going to https://financialadvisorsworkshop.com/

RJ Devick (@luddite1984) has been a Financial Planner for more than 25 years, specializing in investment management, Sustainable, Responsible, and Impact Investing and retirement planning. RJ joined Penny Bond & Associates in 1993 and became a partner in 2001. RJ Devick talks about the need for ESG Investments and how they found a niche in people whose social and political beliefs aligns with their company’s goals and values.

https://www.linkedin.com/in/rjdevick/

https://www.bondanddevick.com/

https://twitter.com/luddite1984

https://www.bondanddevick.com/podcasts

To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:

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

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

#18 Impactful Wealth Transition Planning w/ Ahmie Baum | Founder & CEO at Interchange Capital Partners

Download our Guide on “How To Add $100M+ To Your Managed Assets This Year” for FREE by going to https://financialadvisorsworkshop.com/

Ahmie E. Baum (https://www.interchangecp.com/) is the CEO of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 40 years of practice in financial services, Ahmie has built a team that has a passion for what they do and that executes for each client’s unique needs. He and his team consistently strive to deliver a “WOW” client experience. Ahmie is committed to giving his clients the guidance, education, and resources they need to make wise financial decisions that help them grow and protect their wealth while achieving their goals.

Interchange Capital Partners works in a specialized area of transition planning by unlocking a lifetime of work. They work with business owners, medical professionals, accountants, and other professionals in order to help them manage their financial affairs and generational wealth building with optimum efficiency. Making mistakes with wealth building can impact generations of your family, and getting it right requires a different model and approach than what’s considered the standard.

LinkedIn: https://www.linkedin.com/in/ahmiebaum/

Website: https://www.interchangecp.com/

Twitter: https://twitter.com/InterchangeCP

To see short videos of all our best Financial Advisor Workshop tips follow us on:

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iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most rec

#17 The Secrets to Becoming a Successful Financial Advisor w/ David Medina, Founder & Investment Advisor Representative at Stewardship Financial

Download our Guide on “How To Add $100M+ To Your Managed Assets In 1 Year” for FREE by going to https://financialadvisorsworkshop.com/

This episode’s guest is David Medina (StewFi.com ), founder & Investment Advisor Representative at Stewardship Financial. David helps his clients to obtain a work optional lifestyle with the kind of retirement and legacy they desire. Prior to founding Stewardship Financial, David’s experience included 25 years in financial planning & analysis, plus six years as a Senior Financial Advisor. David likes to leverage his knowledge to benefit wealth management clients. He also seeks to partner with plan sponsors to streamline solutions so employers can work on their business, while employees may improve productivity and retirement readiness.

To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

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Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

#16 The Science of Building Trust in Wealth Management w/ Chris Janeway, Founder and President of Four Point Wealth

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/

Chris Janeway (http://www.fourthpointwealth.com) is a Certified Plan Fiduciary Advisor (CPFA) and the founder & president of Fourth Point Wealth - a company that works with a select group of families and organizations who are committed to understanding wealth and identifying their financial goals.

He coaches investors throughout Southern California and has helped corporations, nonprofits, and school systems develop and implement financial literacy and training programs throughout CA. When Chris is not working, he likes to play golf and spend time with his family.

https://www.linkedin.com/in/chrisjaneway/

http://www.fourthpointwealth.com/

To see short videos of all our best Financial Advisor Workshop tips follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

#15 Maximizing Your Impact on Your Clients w/ Danna Jacobs, Co-Founder of Legacy Care Wealth

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/

Danna Jacobs joins the Financial Advisor’s Workshop table and talks about how she’s building her legacy with Legacy Care Wealth. She is the Co-Founder of Legacy Care Wealth, a Certified Planning Firm for Young Professionals. She employs comprehensive financial planning, tax efficiency planning, business management, bookkeeping, tax preparation, and savings and budgeting models to capture cash flows for clients that align with life goals. She joins us to talk about how she started Legacy Care Wealth and how she specialized by looking into a specific market - the HENRYs.

To see short videos of all our best Financial Advisor Workshop tips follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

Twitter: https://www.tiktok.com/@faworkshop

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

#14 Time To Focus on ‘High Earners, Not Rich Yet’ Clients? w/Timothy Bickmore, Director of Financial Planning/Co-Founder at LBW Wealth Management

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/

Timothy Bickmore (@bickmore57) is the Director of Financial Planning/Co-Founder at LBW Wealth Management. LBW provides financial growth and independence services to clients. After receiving a degree in economics, he accepted a position at a large, independent wealth management firm. Few years later, Madison recruited Timothy to create and head the financial planning division at a smaller firm. He currently holds a Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ or CFP® and a Certified Private Wealth Advisor® or CPWA® professional. Tim is also a board member of DAMA and resides in Monona, WI.

To see short videos of all our best Financial Advisor Workshop tips follow us on:

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

Twitter: https://www.tiktok.com/@faworkshop

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

#13 Can An Investment Advisor Subscription Model Work? w/ Shawn Tydlaska Founder & CEO of Ballast Point Financial Planning

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/

Shawn Tydlaska (@ShawnTydlaska) is a certified financial planner and holds an MBA from the University of Michigan - Ross School of Business. Shawn also holds a BA in Economics and a Minor in Education from UCLA.

After graduating from UCLA, Shawn was unprepared to manage his own personal financial life. Credit scores, 401(k)s, and budgeting were all foreign concepts and he felt overwhelmed. When he started to learn how to best manage his own finances, he was immediately hooked. He knew he found his professional calling to help others achieve the same sense of empowerment he felt when he took control of his finances. Shawn launched Ballast Point Financial Planning in 2016 to help people in achieving their financial goals and dreams.

https://www.linkedin.com/in/shawntydlaska/

https://twitter.com/ShawnTydlaska

To see short videos of all our best Financial Advisor Workshop tips follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstartwealth.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

#12 Enthusiasm, Expertise And Family Values As A Recipe For Successful Business w/ Melanie Milam, Integrated Wealth Advisor at Gateway Financial Partners

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/

In this episode of Financial Advisors Workshop, our guest is a real role model of a businesswoman, Melanie Milam (https://www.linkedin.com/in/melaniemilam).

Along with her trusted advisor and partner, she will navigate you through the journey of creating a business, taking it over and reaching peak after peak, but maintaining humanity and humility in the process. Learn first hand, what it takes to have a whole family partake in your business and how to overcome hardships through trust and respect.

https://www.gatewayfinancialpartners.com

https://www.finra.org

https://www.sipc.org

To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:

Instagram: https://www.instagram.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

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

#11 The Future of Financial Planning w/ Kathy Longo, President & Founder of Flourish Wealth Management

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/

Kathy Longo (https://www.flourishwealthmanagement.com/), the President & Founder of Flourish Wealth Management. Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management®. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager and business owner at notable, various sized companies in both Chicago and Minneapolis.

https://www.linkedin.com/in/kathleenlongo

https://www.flourishwealthmanagement.com/

To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to 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

#10 Finding the Financial Goals of Gen X and Gen Ys w/ Cristina Briboneria Managing Director of oXYGen Financial Inc

This episode’s guest is Cristina Briboneria (https://oxygenfinancial.com/). Cristina is originally from Los Angeles, CA but has lived in Houston, TX, Cleveland, OH, and now resides in Atlanta, GA. Cristina graduated from Oberlin College with degrees in Mathematics and History. Earning her CFP® designation from Oglethorpe University. In January of 2009, she joined oXYGen and is, currently, a Managing Partner. Cristina has since helped build a successful practice with where her team works with over 4000 clients and manages nearly $1 Billion in assets.

To see short videos of all our best Financial Advisor Workshop tips follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to 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

#9 Conversations You Need To Have With Your Clients w/ Brett Gilliland - Founder | CEO at Visionary Wealth Advisors & Host of The Circuit of Success

As one of the founding Visionaries, Brett Gilliland (https://visionarywealthadvisors.com/) works on creating and executing the vision for the company, which is to provide world-class service to clients and grow to be the most prestigious wealth management firm in the markets we serve. Brett was instrumental in establishing the core values and culture within the company, which creates a positive, energetic environment for our clients, Visionaries, and staff.

In addition to his duties as CEO of Visionary Wealth Advisors, Brett is an active member of the St. Louis Sports’ Commission and the Board of Directors for Southern Illinois University Edwardsville’s School of Pharmacy, and hosts a weekly Circuit of Success podcast, which was rated as one of the top entrepreneur podcasts in 2017. Brett and his wife, Julie, also founded Swing Fore Hope, a charity that funds cancer research and provides financial assistance to cancer patients

https://www.linkedin.com/in/brettgilliland/

https://twitter.com/visionarywealth

To see short videos of all our best Financial Advisor Workshop tips follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

#8 The Art of Minimizing Taxes For Your Clients w/ Gabriel Shahin Founder and Principal at Falcon Wealth Planning, Inc.

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/

Gabriel Shahin (@FalconOfFinance) is the Principal and Founder of Falcon Wealth Planning. He has extensive experience in advanced tax planning, portfolio analysis, and investment management and has helped families and individuals reach their financial goals since 2003. Prior to founding Falcon Wealth Planning, Gabriel served as an Investment Consultant specializing in asset guidance for high net worth individuals at TD Ameritrade. He also held his FINRA Series 7 and 66 licenses before working with a fee-only advisory firm.

Website: www.followgabriel.com

LinkedIn: https://www.linkedin.com/in/gabrielshahin/

Website: https://www.falconwealthplanning.com/

Website: https://moreknowledgemorewealth.com/

Instagram: https://www.instagram.com/gabriel.shahin/

Twitter: https://twitter.com/FalconOfFinance

To see short videos of all our best Financial Advisor Workshop tips follow us on:

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YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

#7 Using Your Business Today to Afford to Retire Tomorrow w/ Josh Patrick, Financial Advisor and Founding Principal at Stage 2 Planning Partners

Download the “How To Reach $100M+ In Managed Assets” for FREE by going to https://FourStarWealth.com/Advisors

Josh Patrick is a Certified Financial Planner® and a Financial Transitionist®. He knows how to help you get the most value from your business both from personal experience (selling his successful 90-employee business) and from helping countless others do the same. In this episode, he joins us to talk about his work with blue-collar businesses, and how to make the money your business makes today work so you can retire tomorrow.

https://www.linkedin.com/in/josh-patrick-4018941a/

https://www.stage2planning.com/

Follow @FinancialAdvisorsWorkshop on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode!

Connect with Brian Kasal and the Financial Advisor’s Workshop Channel and Podcast:

To see short videos of all our best Financial Advisor Workshop tips follow us on:

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Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

#6 Never Settle for Marginally Satisfying Clients w/ John Kennedy, Partner and Certified Financial Planner at CandorPath Financial

Download our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://www.financialadvisorsworkshop.com/

John Kennedy (https://www.linkedin.com/in/john-kennedy-cfp%C2%AE-715a6a19/) is a partner and Certified Financial Planner at CandorPath Financial. He provides expert guidance to families and business owners on their journey to financial success. In this episode, we talk about how he started in the industry and his AHA moment in his Financial Advising career. Finally, he shares his secrets to maintaining and connecting with his clients every day.

https://www.linkedin.com/in/john-kennedy-cfp%C2%AE-715a6a19/

https://candorpath.com/

To see short videos of all our best Financial Advisor Workshop tips follow us on:

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Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

#5 Guiding Your Clients To The Right Investment Strategy w/ Gil Baumgarten - President of Segment Wealth Management, Fiduciary Financial Advisor, Best Selling Author of FOOLISH

Download the “How To Reach $100M+ In Managed Assets” for FREE by going to https://www.financialadvisorsworkshop.com/

Gil Baumgarten (http://segmentwm.com/) is a 37-year veteran of the investment industry and owner of Segment Wealth Management. He’s a multi-award-winning financial advisor, author, and family man. Gil explains the investing trends that the rich follow, how to use risk to your advantage and what are some of the key ways to achieve more than a billion dollars under asset management for his firm.

Linkedin: https://www.linkedin.com/in/gil-baumgarten/

Twitter: https://twitter.com/gilbaum

Facebook: https://www.facebook.com/GilBaumgartenAuthor/

Book: https://gilbaumgarten.com/book/

Website: http://segmentwm.com/

Follow @FinancialAdvisorsWorkshop on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode!

To see short videos of all our best Financial Advisor Workshop tips follow us on:

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Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

#4 Client Retirement Planning Secrets w/ Jeremy Keil, Retirement Planner & Podcast Host

Download the “How To Reach $100M+ In Managed Assets” for FREE by going to https://www.financialadvisorsworkshop.com/

Jeremy Keil (https://keilfp.com), a financial advisor at Keil Financial Partners and the host of the Retirement Revealed podcast, he works to simplify complex financial decisions so you can make smarter retirement, investment, and tax planning decisions. Here we talk about his start in financial planning and his specialization in retirement planning.

https://www.linkedin.com/in/jeremykeilfp/

https://keilfp.com/

https://retirement-revealed.com/

Follow @FinancialAdvisorsWorkshop on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode!

Connect with Brian Kasal and the Financial Advisor’s Workshop Channel and Podcast:

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YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

#3 The Art of Planting Seeds Through Conversation w/ Rick English, Founder and Senior Financial Advisor of English Financial

Download our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://www.financialadvisorsworkshop.com/

Rick English (http://www.englishfinancial.net/) works independently as the Founder and Senior Financial Advisor of English Financial. He works with Business Owners and their CPAs to Reduce Taxes, Increase cash flow (business & personal), Secure dependable sources of TAX-FREE RETIREMENT INCOME to age 100 and beyond, Retain and Reward Key Employees; and Leave a larger than planned TAX-FREE Legacy. In this episode he talks about his beginnings in the industry and how he has built his name and business with the right attitude and approach.

https://www.linkedin.com/in/rick-english-chfc-cap-clu-iar-texas-46a79b127/

Connect with Brian Kasal and the Financial Advisor’s Workshop Channel and Podcast:

To see short videos of all our best Financial Advisor Workshop tips follow us on:

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YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

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iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

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

#2 The Boring Strategy To Help Clients Reach Their Financial Goals w/ Dan Moisand - Senior Financial Advisor at Moisand Fitzgerald Tamayo, LLC

Download our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://www.financialadvisorsworkshop.com/

Dan Moisand is a fee-only financial advisor residing in Melbourne, Florida. He is regarded by many as one of America’s top financial advisors for retirees and near retirees. A happily married father of two, he is a past national President of the Financial Planning Association, and has been featured as one of America’s top financial planners by at least 10 financial planning publications

https://twitter.com/MFTWealth

https://moisandfitzgerald.com/

Connect with Brian Kasal and the Financial Advisor’s Workshop Channel and Podcast:

To see short videos of all our best Financial Advisor Workshop tips follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

#1 The More Fun You Have, The More Money You'll Make w/ Shanna Tingom - Independent FA at Heritage Financial Strategies

Download our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://www.financialadvisorsworkshop.com/

Shanna Tingom (https://www.linkedin.com/in/shannatingom/) is the co-founder of Heritage Financial Strategies (https://www.heritagefinancialaz.com/). She has more than 20 years of experience in the financial services industry and specializes in working with female entrepreneurs, business owners, and leaders as well as individuals experiencing life transitions such as marriage or divorce. Her main focus is helping others take charge of their financial future.

After years of struggling to fit into the corporate mold, Shanna made the decision to become an independent advisor. She earned a bachelor’s degree in business from William Penn University and a master’s degree in organizational management from the University of Phoenix.

Since opening Heritage Financial Strategies, Shanna has been a regular contributor to Investopedia.com, Kiplinger’s Personal Finance online, and Born2Invest.com. She makes frequent public speaking and guest radio appearances in Phoenix and nationally as well as hosts her own podcast, “Making Money Fun” which can be found on iTunes.

To see short videos of all our best Financial Advisor Workshop tips follow us on:

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