Financial Advisor's Workshop with Brian Kasal

Brian Kasal
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Financial Advisor's Workshop with Brian Kasal

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

  1. 1 NGÀY TRƯỚC

    #97 Mastering Sustainable Finance w/ Jeff Gitterman, Partner & CEO, Gitterman Wealth Management, LLC

    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

    36 phút

  2. 11/11/2024

    #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:  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

    31 phút

  3. 21/10/2024

    #95 Challenges and Triumphs of Starting a Diverse Financial Firm w/ Rhys Williams, Chief Strategist & Portfolio Manager, Wayve Capital Management

    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

    27 phút

  4. 14/10/2024

    #94 Guiding New Dentists, Vets, and Pharmacists to Financial Freedom w/ Mark Johnson, Wealth Advisor, RBF Wealth Advisors

    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://dentalwealthrx.com/                 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

    32 phút

  5. 07/10/2024

    #93 Why Listening More and Talking Less Leads to Greater Client Success w/ Jason Lund, Investment Advisor Representative, Lund Financial Management

    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

    21 phút

  6. 30/09/2024

    #92 Building A Financial Advisory Practice with Physicians w/ Robert Schultz, Certified Financial Planner, NWF Advisory

    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/                 https://www.nwfadvisory.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

    28 phút

  7. 23/09/2024

    #91 From Ego to Empathy: Putting Clients First in Every Conversation w/ Matt Miller, Founder, Upleft

    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

    30 phút

  8. 16/09/2024

    #90 From Planner to Partner: The Road to Firm Ownership w/ Dan Lash, Partner & Financial Advisor, VLP Financial Advisors

    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/  Article: https://business.gmu.edu/news/2024-01/financial-planning-and-wealth-management-advisory-board-chair-increases-students  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

    35 phút
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Giới Thiệu

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

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