FAST Podcast - Financial Advisor Strategy Talks

White Glove
FAST Podcast - Financial Advisor Strategy Talks

Welcome to the FAST Podcast — Financial Advisor Strategy Talks with Dean Thurman and Candace Byrnes. Listen in as they provide advisors with an opportunity to hear from some of the best minds in the business. Follow along to learn quick tips to help you grow your business — from gaining new leads to keeping current clients engaged and everything in between.

  1. The Secrets to Making a Stellar First-Impression with Patrick Durst (Ep. 41)

    19 JUN

    The Secrets to Making a Stellar First-Impression with Patrick Durst (Ep. 41)

    In this episode of the FAST Podcast, we dive into the art of making a stellar first impression with our guest, Patrick Durst.   Patrick shares insights on mastering the first-time appointment, emphasizing how crucial it is to decide on your desired perception and target audience. This conversation reveals strategies to transform leads into loyal clients.   You’ll also discover one of Patrick’s standout tactics: offering customized reports as a complimentary service to the community, a powerful method for lead generation. Don’t miss this episode packed with practical advice and proven techniques.   Tune in to the FAST Podcast today and unlock Patrick Durst’s secrets to success!    Connect with Dean Thurman:   LinkedIn: Dean Thurman  White Glove  InvestWise Financial  Connect with Candace Byrnes:  LinkedIn: Candace Byrnes  White Glove  Connect with Patrick Durst:  LinkedIn: Patrick Durst  LifeMark Securities Corp    About our Guest:   Patrick Durst is a Certified Financial Planner at Front Range Financial with extensive experience in constructing income generating portfolios in addition to sustainable retirement portfolios for pre-retirees all around the country.   In addition to being a CFP, Patrick is Series 6, 7, 63, 66 securities-licensed and holds multiple insurance licenses. He uses a consultative approach when interviewing clients to understand their goals, wishes, and concerns. Applying his years of expertise, he then helps individuals develop comprehensive retirement plans that accomplish their objectives in a prudent and sustainable way.

    41 min
  2. Guiding Lights & Rising Stars: How Mentorship Shapes the Financial Industry with David Wood (Ep. 40)

    5 JUN

    Guiding Lights & Rising Stars: How Mentorship Shapes the Financial Industry with David Wood (Ep. 40)

    This episode of the FAST Podcast Candace and Dean welcome David Wood, the Founder of Gateway Financial Partners. David’s experience spans across several decades, marking him as a leader, and accomplished entrepreneur, and an influential figure in the financial landscape.   The conversation explores the future of the financial services industry and the opportunities it presents. David discusses the changes happening in the industry and the factors driving growth and opportunity for financial advisors. He highlights the consolidation of firms, the need for financial advice, and the impending retirement of a third of the industry.  The conversation also delves into the challenges and options for advisors looking to retire or transition their practice, including selling, merging, or partnering with other firms. The importance of providing a good client experience and leveraging technology is emphasized.    Connect with Dean Thurman:  LinkedIn: Dean Thurman  White Glove  InvestWise Financial  Connect with Candace Byrnes:  LinkedIn: Candace Byrnes  White Glove  Connect with David Wood:  LinkedIn: David Wood  Gateway Financial Partners    Get to know our Guest:  David Wood, a pioneer in the financial services industry, established Gateway Financial Partners in 1994, which he continues to steer as the Chief Visionary Officer. Wood’s experience spans across several decades, marking him as a leader, an accomplished entrepreneur, and an influential figure in the financial landscape. He possesses an innate ability to identify growth opportunities and is committed to delivering innovative strategies that elevate the success of independent practices.

    47 min
  3. The Power of Connection: How Seminars Fueled Business Success with Kurt Stahl (Ep. 35)

    13 MAR

    The Power of Connection: How Seminars Fueled Business Success with Kurt Stahl (Ep. 35)

    New to the town and lacking established connections, our guest craved a space filled with people genuinely interested in learning about financial planning. Seminars became his platform for connection, and he emphasizes that anyone can master them with preparation.    Joining us today is Kurt Stahl, President at Gulf Coast Financial Planning LLC, who shares his journey of building a successful practice centered around seminar marketing.   The key to a successful seminar, according to Kurt, lies in effectively linking the chosen subject matter to a broader financial planning framework. He advises presenters to frame their talks in a way that compels attendees to seek personalized guidance to solidify their financial well-being.   Ultimately, Kurt’s journey exemplifies the power of seminars not only as a marketing tool but also as a platform for building lasting relationships and providing genuine value to clients.    In this episode, you’ll learn key concepts on:   Building genuine connections with prospects  Mastering seminar marketing  Attracting your targeted audience  Becoming a captivating presenter  And more!    Connect with Lara Galloway:  LinkedIn: Lara Galloway  White Glove  Connect with Kurt Stahl:  LinkedIn: Kurt Stahl  Gulf Coast Financial Planning    About our Guest:   Kurt Stahl graduated from the University of Virginia with a degree in Economics and worked over the years as a mortgage banker and a stockbroker in Washington DC, Chicago, and San Francisco. In 2000, he left the United States to work for an investment banking firm across China, Indonesia, Thailand, and Australia for six years. Later, he moved to Saint Petersburg, Russia where he lived for eight years and worked for an American private equity firm (www.jensen.ru) that owns and operates office, industrial, retail, and multi-unit residential property.      As Director of Sales and Leasing for a billion-dollar portfolio of strategically-located properties across Russia’s second largest city, Kurt was able to have many very fascinating interactions and negotiations with prominent Russian businessmen, oligarchs, and gangsters.   In 2014, Kurt returned to the United States and took a position as a subadvisor within a Sarasota, Florida financial advisory firm. When he passed his Certified Financial Planner designation, Kurt started his own firm, Gulf Coast Financial Planning in March of 2017.

    27 min

About

Welcome to the FAST Podcast — Financial Advisor Strategy Talks with Dean Thurman and Candace Byrnes. Listen in as they provide advisors with an opportunity to hear from some of the best minds in the business. Follow along to learn quick tips to help you grow your business — from gaining new leads to keeping current clients engaged and everything in between.

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