Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Anton Anderson (http://www.elitert.com/) is the CEO of Elite Resource Team. Elite Resource Team teaches Financial Advisors how to truly differentiate themselves by working with CPAs in a proven and efficient system. Using the CPA Team-Based Model and a patent-pending process, Financial Advisors are able to identify, contact, engage, monetize, and maintain relationships with CPAs, resulting in much more proactive and holistic planning. This win/win relationship allows the CPA to deliver the value that their clients want and need, while simultaneously reducing the inefficiencies that Financial Advisors experience using traditional cold marketing techniques and referral models.
In this episode, Brian and Anton discuss:
1. Disrupting the Status Quo: The CPA–Advisor Partnership Model
2. Why Your Wealthiest Clients Need a Virtual Family Office—Not Just Advice
3. The End of the One-Man Advisor Model
4. What Oprah, the Waltons, and Gates Know About Wealth Management
Website: http://www.elitert.com/
Facebook: http://facebook.com/eliteresourceteam
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
David Clayman (https://twelvepointswealth.com/), is a man of many talents. His firm, Twelve Points Wealth Management, in Concord, Massachusetts, is known for top results, client care, and solid integrity. He’s an Eagle Scout who follows a moral code. He’s a big sports fan, a passionate car guy, and a car collector. Working with Dave, clients experience collaboration with a professional who shares a similar experience; enabling them to chart a path to freedom – whatever that may mean to them.
In this episode, Brian and David discuss:
1. Why Financial Planning Must Align with Client Values
2. From 7 to 100 Advisors: The $20 Billion Vision
3. The BHAG Strategy
4. Why One-Size-Fits-All Financial Advice Fails
LinkedIn: https://www.linkedin.com/in/daveclayman/
Website: https://twelvepointswealth.com/
Article: https://www.wsj.com/articles/as-oil-prices-climb-some-harbor-doubts-1423009406
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Arthur J. Meconi III (https://www.ameripriseadvisors.com/arthur.j.meconi-iii/) is a Private Wealth Advisor at Ameriprise Financial Services, LLC, with over 20 years of experience in the financial advising industry. He is dedicated to helping high net-worth clients preserve and grow their wealth, offering tailored recommendations and support for tax, estate, and retirement planning. With his extensive expertise and a well-established network of expert providers, Arthur explores wide range of opportunities to maximize his clients' financial potential.
In this episode, Brian and Art discuss:
1. The Power of Relationships: Small Gestures, Big Impact
2. Client Retention Strategies: Building Trust in Times of Change
3. The Franchise Model vs. Independent Practice
4. Focus on Relationships, Not Just Numbers
LinkedIn: https://www.linkedin.com/in/artmeconi/
Website: https://www.ameripriseadvisors.com/arthur.j.meconi-iii/
Facebook: https://www.facebook.com/ArthurJMeconi
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" fromhttps://financialadvisorsworkshop.com/
Todd Bryant (https://www.yoursignaturewealth.com/) is a founding partner and a CERTIFIED FINANCIAL PLANNER® with Signature Wealth Partners in Orlando, FL. He was recently recognized at the UCF College of Business Hall of Fame Gala as an “Honorable Knight” and the Orlando Business Journal’s 40 Under 40. In 2023, he appeared on the Nasdaq Web Series “Queue & A” from Nasdaq International Headquarters in Times Square and co-authored the book More Than Money: Real Life Stories of Financial Planning. Bryant also helped write a financial literacy course, which is now accessible to high school students across the country.
In this episode, Brian and Todd discuss:
1. Overcoming the ‘Too Young’ Objection in Finance
2. The Power of Instant Communication
3. What a $400M Firm is Doing Differently in Wealth Management
4. The Advisor’s Roadmap to Long-Term Success
LinkedIn:https://www.linkedin.com/in/toddabryant/
Website:https://www.yoursignaturewealth.com/
Article:https://www.bizjournals.com/orlando/news/2020/11/19/2020-40-under-40-todd-bryant.html
To see short videos of all our best FA Business Growing tips follow us on:
Instagram:https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok:https://www.tiktok.com/@faworkshop
YouTube:https://www.youtube.com/@financialadvisorsworkshop
Facebook:https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter:https://twitter.com/FAsWorkshop
iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify:https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website:https://www.financialadvisorsworkshop.com/
Work with FourStar:https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Jeff Gitterman (https://www.gittermanwealth.com/) is the CEO of Gitterman Asset Management and a Partner at Gitterman Wealth Management. Widely seen as a thought leader in the climate change and sustainable investing fields, he is the creator of the firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, which offer climate-focused investing solutions to both financial professionals and individual investors. Jeff has been featured in Forbes, Barron’s, The Wall Street Journal, Financial Advisor, Morningstar Magazine, and on CNN, among many others. He is a co-host of TheIMPACT show, which films at the NYSE and airs on fintech.tv, and also speaks frequently about climate-focused investing at conferences throughout the United States. Jeff is the author of Beyond Success: Redefining the Meaning of Prosperity, and also an Associate Producer of the feature documentary film Planetary.
For more information, please visit www.GittermanAsset.com and www.GittermanWealth.com.
In this episode, Chris and Jeff discuss:
1. Why Passion Drives Real Connections with Clients
2. Understanding the True Role of ESG in Investing
3. Why Governance (the ‘G’ in ESG) Matters for Advisors
4. Cultivating Long-Term Client Relationships in a Niche Market
LinkedIn: https://www.linkedin.com/in/jeffgitterman/
Website: https://gittermanasset.com/ https://www.gittermanwealth.com/
Book: https://www.amazon.com/Beyond-Success-Redefining-Meaning-Prosperity/dp/1452594023/
Documentary Film (Associate Producer): https://player.vimeo.com/video/60234866
Show: https://www.fintech.tv/News/Host/7-Jeff-Gitt
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
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:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
With over three decades in asset management, Rhys Williams (https://wayvecapital.com/) has managed significant public equity portfolios, including up to $2 billion during his tenure at Columbia Partners. He later joined Spouting Rock Asset Management as Chief Strategist, developing equity strategies now managed exclusively at Wayve Capital.
In this episode, Brian and Rhy discuss:
1. Challenges and Triumphs of Starting a Diverse Financial Firm
2. Balancing Institutional Ambitions with Private Client Focus
3. Partnering Across Generations
4. Institutional vs. Private Clients
LinkedIn: https://www.linkedin.com/in/rhys-williams-cfa-262b844/
Website: https://wayvecapital.com/
Twitter: https://x.com/rhyswil1775
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Mark D. Johnson (https://www.rbfadvisors.net/) serves as a wealth advisor with RBF Wealth Advisors. Mark helps families, retirees, healthcare professionals, business owners, and corporate executives plan for success across all aspects of their financial life.Mark is also the founder of StudentLoansRx, which helps emerging healthcare professionals create plans to address their student loan debt in the most cost-effective manner based on their career and other financial goals that may include practice ownership.
In this episode, Chris and Mark discuss:
1. Guiding New Dentists, Vets, and Pharmacists to Financial Freedom
2. The Advantage of Early Financial Guidance for Young Professionals
3. Building Human-Centered Relationships
4. Tapping Into Healthcare Professionals with Student Loan Debt
LinkedIn: https://www.linkedin.com/in/mark-johnson-089951180/
Website: https://www.rbfadvisors.net/
https://www.studentloansrx.com/
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
For over three decades, Jason Lund (https://lundfinancialmanagement.com/) has specialized in retirement and financial strategy, distribution planning, legacy transfer, and insurance programs. As an experienced IRA consultant, Jason offers accountants and their clients expert guidance on IRA and 401(k) matters, utilizing in-depth industry knowledge and skills to help clients minimize taxes and maximize the value of the retirement income they have spent a lifetime building.
In this episode, Brian and Jason discuss:
1. Engaging High-Net-Worth Clients with Fiduciary Expertise
2. Why 'Sit Down, Shut Up, and Listen' Is the Key to Long-Term Client Trust
3. Understanding Deferred Sales Trusts
4. How to Leverage Business Networks Like BNI for Financial Advisory Growth
LinkedIn: https://www.linkedin.com/in/jasonlundwmc/
Website: https://lundfinancialmanagement.com/
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
For over 20 years, Robert Schultz (https://www.robschultzwealth.com/) has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician’s unique and growing practice. Robert is a recognized and frequent speaker at residency programs in California, Nevada, and Arizona, staying current on the challenges physicians face today.
In this episode, Brian and Robert discuss:
1. How Financial Advisors Can Thrive in a Supportive Community
2. The Future of Broker-Dealer Consolidation and What It Means for Advisors
3. Building A Practice with Doctors
4. What Consolidation of Practice Can Bring
LinkedIn: linkedin.com/in/rob-schultz-cfp®-cdfa®-9315513a
Website: https://www.robschultzwealth.com/
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Matt Miller (https://www.upleftfinancial.com/) is the founder of Upleft. After a finance career spanning over 20 years and three time zones, Matt found himself driven by a belief that the industry could simply do better to serve the public. This led him to build Upleft, where he crafts personalized financial strategies for clients in all areas of the United States today. The Upleft process seeks to bring people from a state of potential nervousness or worry to contentment, comfort, and confidence.
In this episode, Matt and Brian discuss:
1. From Ego to Empathy: Putting Clients First in Every Conversation
2. The 90-Minute Discovery Meeting: Connecting with Clients on a Deeper Level
3. Crafting Your Unique Value Proposition
4. What Financial Advisors Can Learn from Buddhism
LinkedIn: https://www.linkedin.com/in/mattmillerinvest/
Website: https://www.upleftfinancial.com/
Blog: https://www.upleftfinancial.com/logbook
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
With over 25 years in the financial industry, Dan Lash (https://www.vlpfa.com/) specializes in wealth accumulation, distribution, retirement, and tax planning. He works with individuals and families to help them create and pursue their financial goals. Dan is a Partner & Financial Advisor at VLP Financial Advisors, an independent wealth services firm offering a full spectrum of financial services.
In this episode, Brian and Dan discuss:
1. The Power of Unified Investment Strategies
2. Focusing on What You Can Control in Financial Planning
3. Balancing Risk and Reality
4. The Importance of Diversification
LinkedIn: https://www.linkedin.com/in/daniel-p-lash-cfp%C2%AE-aif%C2%AE-19a9ba8/
Website: https://www.vlpfa.com/
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Marc Horner (https://www.linkedin.com/in/mhorner/) is the Founder of Fairhaven Wealth Management, a wealth management and financial planning firm based in Wheaton, Illinois. Fairhaven oversees approximately $1 billion in assets under management for approximately 500 clients. Through creative marketing tactics, like creating the fictitious financial advisory firm Bear Brothers and the award-winning Million Dollar Cup of Coffee financial literacy video series, Fairhaven brings a fresh approach to financial planning and investing.
In this episode, Brian and Marc discuss:
1. How Acquisitions Can Drive Growth for Financial Advisors
2. Crafting Memorable Client Experiences: Why Personality Matters
3. Using Creative Marketing to Stand Out
4. Why Client Experience Matters More Than Investments
LinkedIn: https://www.linkedin.com/in/mhorner/
Company LinkedIn: https://www.linkedin.com/company/fairhaven-wealth-management/
Website: https://www.fairhavenwealth.com/
https://www.thebullbearclub.com/
https://www.milliondollarcupofcoffee.com/
Instagram: https://www.instagram.com/fairhaven_wealth/
YouTube: https://www.youtube.com/@fairhavenwealth
Podcast: https://www.fairhavenwealth.com/podcast
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Darby Affeldt (https://www.northstarfinancial.com/), DVM, RICP®, is a highly credentialed financial advisor with a passion for education and helping clients achieve their financial goals. Growing up in Colorado, Darby developed a love for the outdoors and pursued both her bachelor’s and doctorate degrees from Colorado State University. Her background as a Doctor of Veterinary Medicine uniquely positions her to understand the financial needs of veterinarians and other professionals in the medical field.
In this episode, Brian and Darby discuss:
1. The Right People on the Right Bus: Navigating Team Alignment
2. Breaking Free from the Small Client Mindset
3. The Power of Niche Marketing
4. How to Leverage Your Background to Create a Unique Financial Practice
LinkedIn: https://www.linkedin.com/in/darbyaffeldt/
Website: https://www.northstarfinancial.com/
Book: https://www.amazon.com/Books-Darby-L-Affeldt-DVM/s?rh=n%3A283155%2Cp_27%3ADarby+L+Affeldt+DVM
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Known for Financial Triage, Frank Levine (https://www.cfsllc.com/) a Registered Representative for Certified Financial Services possesses the art of knowing what to do in the proper order. Thus helping clients prioritize fiscal decisions. His mission is to enable people to make well-informed financial decisions. A protection-first philosophy ensures what you have has limited risk exposure. The confusion & misconceptions prevalent on the internet make proper guidance essential.
In this episode, Brian and Frank discuss:
1. Teaching Clients the Right Financial ‘Swing’
2. Why a Strong Cash Reserve is Key to Financial Security
3. Debunking the 'Buy Term and Invest the Difference' Myth
4. The Hidden Costs of Financial Decisions
LinkedIn: https://www.linkedin.com/in/frankzlevine/
Website: https://www.cfsllc.com/
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Raquel Hinman (https://hinmanfp.com/) is a CFP® based in Erie, Colorado CFP®, and the owner of Hinman Financial Planning, a fee-only financial planning and investment advisory firm she founded in 2015. She helps clients navigate the financial and non-financial issues that accompany major life transitions, specializing in working with people who have inherited money, gone through a divorce, or are preparing to retire.
In this episode, Brian and Raquel discuss:
1. Navigating Financial Planning for Divorced Clients
2. Understanding Client Priorities: Moving Past Financial Metrics
3. Running a Financial Practice Post-Pandemic
4. Managing Market Volatility
LinkedIn: https://www.linkedin.com/in/hinmanfp/
Website: https://hinmanfp.com/
Facebook: https://www.facebook.com/hinmanfp/
Article: https://www.napfa.org/napfa-women-to-know-
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Jim Allen, CFP®, ChFC, EA, CDFA (https://www.anchorbaycapital.com/) has been providing financial planning advice for over thirty five years. He currently serves as president and chief planner for Anchor Bay Capital, an SEC registered RIA with offices in Orange and San Diego counties.
He is a Certified Financial Planner (CFP®) and has earned a master’s degree in Financial Planning with an emphasis on taxation.
In this episode, Brian and Jim discuss:
1. Building Client Confidence: Lessons from Market Turbulence
2. From Seminars to Referrals: Building a Steady Stream of New Clients
3. Balancing Tax Planning and Investment Management
4. Surviving and Thriving in Financial Services
LinkedIn: https://www.linkedin.com/in/jimanchorbay/
Website: https://www.anchorbaycapital.com/
Twitter: https://twitter.com/JAllenCFP
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
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
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Ryan Fleischer (https://x.com/revgroupllc) is the founder, chairman, and CIO of Revolution Group. He has spent his entire career helping people and institutions address their financial needs and goals. Ryan provides expertise in goals-based investing and innovative portfolio construction to entrepreneurs, founding CEOs, and high-net-worth individuals and families.
In this episode, Brian and Ryan discuss:
1. The Importance of Forward-Looking Investment Strategies
2. The Value of Face-to-Face Client Interactions
3. Leveraging Data for Investment Success
4. Evolution of Financial Products and Advisor Practices
LinkedIn: https://www.linkedin.com/in/ryanfleischer/
Company LinkedIn: https://www.linkedin.com/company/revolution-group-llc/
Website: https://www.revgroupllc.com/
Twitter: https://x.com/revgroupllc
Facebook: https://www.facebook.com/RevGroupLLC/
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Mike Walther (https://oakwealth.com/) is a Certified Financial Planner who founded Oak Wealth Advisors in 2008 so that families seeking experienced and objective special needs financial planning advice could access the same quality of service previously only provided to wealthy families. Mike has a brother on the Autism spectrum.
In this episode, Brian and Mike discuss:
1. Why Every Dollar Matters in Wealth Advisory
2. Navigating Nuances When Planning for Special Needs Clients
3. Enhancing Client Outcomes Through Specialty Financial Review Services
4. Strategies for Sustaining Wealth Across Generations
LinkedIn: https://www.linkedin.com/in/michael-walther-cpa-pfs-cfp%C2%AE-cfa-a49945a/
Website: https://oakwealth.com/
Article: https://www.fa-mag.com/news/dealing-with-special-needs-6626.html?issue=163
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
