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29 min
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#20 Managing The Complexities of Wealth w/ Bob Stone | Founder & Advisor at Telemus Financial Advisor's Workshop with Brian Kasal
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- Investing
Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” by going to https://financialadvisorsworkshop.com/
Bob Stone (https://www.telemus.com/) is the founder of Telemus. He is one of the original founding Partners at Telemus. Bob works with Telemus clients to help them develop financial goals and investment strategies for the near to long term. Bob has more than 28 years of investment and financial industry experience and has helped members with a wide variety of market situations across all stages of life.
Telemus was founded in 2005 as a fee-based RIA committed to upholding a high fiduciary standard, Telemus currently manages and advises on approximately $3 billion in investment assets for wealthy individuals, families, and their related interests. Telemus is based in Southfield, Michigan, with offices in Ann Arbor, Michigan, and Chicago, Illinois.
LinkedIn: https://www.linkedin.com/in/robertstone/
Twitter: https://twitter.com/ronirwinstone
Website: https://www.telemus.com/
To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw
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/
Interested in working at FourStar: https://fourstarwealth.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 our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” by going to https://financialadvisorsworkshop.com/
Bob Stone (https://www.telemus.com/) is the founder of Telemus. He is one of the original founding Partners at Telemus. Bob works with Telemus clients to help them develop financial goals and investment strategies for the near to long term. Bob has more than 28 years of investment and financial industry experience and has helped members with a wide variety of market situations across all stages of life.
Telemus was founded in 2005 as a fee-based RIA committed to upholding a high fiduciary standard, Telemus currently manages and advises on approximately $3 billion in investment assets for wealthy individuals, families, and their related interests. Telemus is based in Southfield, Michigan, with offices in Ann Arbor, Michigan, and Chicago, Illinois.
LinkedIn: https://www.linkedin.com/in/robertstone/
Twitter: https://twitter.com/ronirwinstone
Website: https://www.telemus.com/
To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw
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/
Interested in working at FourStar: https://fourstarwealth.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
29 min