#84 The Art vs Science of Financial Advising w/ Meghan Railey, Founder & CFO, Optas Capital

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Financial Advisor's Workshop with Brian Kasal

Brian Kasal

102 episodes

1 week ago

Interviews with the World's Most Successful Financial Advisors. Hosted by Brian Kasal the Founder and CEO of FourStar Wealth in Chicago, IL.

Investing

Business

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Interviews with the World's Most Successful Financial Advisors. Hosted by Brian Kasal the Founder and CEO of FourStar Wealth in Chicago, IL.

Investing

Business

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#84 The Art vs Science of Financial Advising w/ Meghan Railey, Founder & CFO, Optas Capital

Financial Advisor's Workshop with Brian Kasal

32 minutes 53 seconds

1 year ago

#84 The Art vs Science of Financial Advising w/ Meghan Railey, Founder & CFO, Optas Capital

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

Meghan Railey (https://www.optascapital.com/) is one of two founding advisors at OPTAS Capital, an RIA launched in 2019 after a combined three decades of experience at wirehouses. At OPTAS, her focus is twofold: design and deliver a differentiated client experience and build systems and processes internally to support and grow capacity.

In this episode, Brian and Meghan discuss:

1. The Art vs. Science of Financial Advising

2. Rebalancing Portfolios with Tax Efficiency in Mind

3. Building Long-Term Client Value

4. Ensuring Clients Stay Invested for the Long Haul

LinkedIn: https://www.linkedin.com/in/meghan-railey-cfp%C2%AE-a7331772/

Company LinkedIn: https://www.linkedin.com/company/optascapital/

Twitter: https://x.com/meghanrailey

Website: https://www.optascapital.com/

Article: https://womentowatchaward.com/?winners=meghan-railey

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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