#96 Finding Clients in a 30-Mile Radius w/ Rob Hoxton, Founding Member, Hoxton Planning & Management

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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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#96 Finding Clients in a 30-Mile Radius w/ Rob Hoxton, Founding Member, Hoxton Planning & Management

Financial Advisor's Workshop with Brian Kasal

31 minutes 20 seconds

11 months ago

#96 Finding Clients in a 30-Mile Radius w/ Rob Hoxton, Founding Member, Hoxton Planning & Management

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

Rob Hoxton (https://hoxtonpm.com/) is a thirty-year veteran of the financial planning profession with more than twenty years as a CFP® professional. Before his current role, Rob was vice president and head of office for Goldman Sachs PFM and CEO and founder of Hoxton Financial, Inc./HFI Wealth Management in Shepherdstown, West Virginia, and Winchester, Virginia.

In this episode, Brian and Rob discuss:

1. Fee Compression: Myths, Realities, and Survival Strategies

2. How to Grow Without Minimums

3. How Podcasting Can Boost Your Financial Planning Practice

4. Client Referrals and Traditional Growth Strategies for Advisors

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

Website: https://hoxtonpm.com/

Book: https://www.amazon.com/Think-Ahead-Reasons-Financial-Planner/dp/154562576X

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

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

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Twitter: https://twitter.com/FAsWorkshop

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

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

Website: https://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