48 episodes

Interviews with the World's Most Successful Financial Advisors.

Hosted by Brian Kasal the Founder and CEO of FourStar Wealth in Chicago, IL.

Financial Advisor's Workshop with Brian Kasal Brian Kasal

    • Business
    • 5.0 • 17 Ratings

Interviews with the World's Most Successful Financial Advisors.

Hosted by Brian Kasal the Founder and CEO of FourStar Wealth in Chicago, IL.

    #47 Building Multi-Generational Client Relationships w/ Joe Breslin, Partner at Armstrong ∙ Dixon

    #47 Building Multi-Generational Client Relationships w/ Joe Breslin, Partner at Armstrong ∙ Dixon

    Download “How to Find Ultra High Net Worth Clients” from ⁠⁠https://FinancialAdvisorsWorkshop.com⁠

    Joe Breslin, CFP® (https://www.armstrongdixon.com/) is a Partner at Armstrong ∙ Dixon. Joe assists business owners, executives, and affluent families in the areas of retirement planning, estate planning, business succession planning, and investment advisory services.

    In this episode, Brian and Joe discuss:


    Why We Value Multi-generational Clientele
    Building Relationships Leads to Greater Success
    A Cushion of Cash: The Secret to Financial Confidence
    The Winning Mindset: How Losing Can Fuel Future Success

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

    Website: https://www.armstrongdixon.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://financialadvisorsworkshop.com/⁠⁠

    Interested in working at 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 min
    #46 Eliminating Future Risks: Creating Solutions for Fiduciary Compliance w/ Joe Clark | Managing Partner at Financial Enhancement Group

    #46 Eliminating Future Risks: Creating Solutions for Fiduciary Compliance w/ Joe Clark | Managing Partner at Financial Enhancement Group

    Download “How to Find Ultra High Net Worth Clients” from ⁠⁠⁠⁠https://FinancialAdvisorsWorkshop.com⁠

    Joe Clark (https://yourlifeafterwork.com/ ) is the Managing Partner at Financial Enhancement Group. Joe shares his journey from starting his business two weeks before the 1987 crash to building a 38-person team with a focus on financial planning and education.

    In this episode Brian and Joe Clark discuss:


    Building Authentic Relationships in the Financial Industry


    Future-Proofing Investment Services: The Importance of Fiduciary Responsibility


    Planning for the Future: The Importance of a Fiduciary Standard


    The Highest Paid and Hardest Work You Will Ever Do



    LinkedIn: https://www.linkedin.com/in/big-joe-clark/

    Twitter: https://twitter.com/Big_Joe_Clark

    Website: https://yourlifeafterwork.com/

    Website: https://yourlifeafterwork.com/categories/articles-by-joe/



    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://financialadvisorsworkshop.com/⁠⁠⁠⁠

    Interested in working at 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

    • 24 min
    #45 Top 3 Things That Matter: Religion, Family, and Money w/ Jeff Nauta | Principal at Henrickson Nauta W. A.

    #45 Top 3 Things That Matter: Religion, Family, and Money w/ Jeff Nauta | Principal at Henrickson Nauta W. A.

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

     

    Jeff Nauta (http://www.hnwealthadvisors.com) is a partner at Henrickson Nauta Wealth Advisors and an RA that has been in business for over 16 years.

    Jeff talks about how he got into the industry and his partnership with Douglas Henrickson.

     

    In this episode, Brian Kasal And Jeff Nauta discuss:

    1. Breaking Down the IRS Regulations on Exchange Funds
    2. Why Alternatives May Be An Option for Your Investment Portfolio
    3. The Benefits of Investing in Non-Correlating Asset Classes
    4. The Importance of Taking Your Client's Success Personally



    https://www.linkedin.com/in/jeff-nauta-cfa-cfp-caia-171a585/

    http://www.hnwealthadvisors.com/pages/henricksonHome.aspx?spid=116462&ptype=HOME

    https://twitter.com/nautajeff



    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

    • 38 min
    #44 Understanding the 2022 Market Anomaly w/ Brian Kasal | CEO at Fourstar Wealth Advisors

    #44 Understanding the 2022 Market Anomaly w/ Brian Kasal | CEO at Fourstar Wealth Advisors

    Download “How to Find Ultra High Net Worth Clients” from ⁠⁠⁠⁠⁠https://FinancialAdvisorsWorkshop.com/⁠

    Brian Kasal discusses the current state of the financial advisory industry, market challenges, and how to best prepare your practice for growth.

    In this episode Brian discusses:


    How To Attract New Clients


    Will AI Take Over Financial Advisors?


    Why Did The Silicon Valley Bank Fail?


    Defensive Strategies You Can Apply Today

    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

    • 20 min
    #43 Bridging the Gender Gap in Financial Education w/Stacy Francis, President & CEO at Francis Financial

    #43 Bridging the Gender Gap in Financial Education w/Stacy Francis, President & CEO at Francis Financial

    Download “How to Find Ultra High Net Worth Clients” from ⁠https://FinancialAdvisorsWorkshop.com⁠

    Stacy Francis (⁠http://www.francisfinancial.com/⁠) is the President and CEO of Francis Financial, Inc., a fee-only boutique Wealth Management, Financial Planning, and Divorce Financial Planning firm dedicated to providing ongoing comprehensive advice for high-achieving women and couples in transition.

    In this episode, Brian and Stacy discuss:


    Money Gives You Options
    Financial Issues When Dealing With Divorce
    Communicating With Clients During Divorce
    Building a Thriving Financial Advisory Business

    LinkedIn: ⁠https://www.linkedin.com/company/francisfinancialinc⁠

    Twitter: ⁠https://twitter.com/francisfinance⁠

    Facebook: ⁠https://www.facebook.com/FrancisFinancialInc/⁠



    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://financialadvisorsworkshop.com/⁠

    Interested in working at 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

    • 39 min
    #42 The Evolution of Financial Planning: From Sales to Stewardship w/ Marc Shaffer, CFO at Searcy Financial and Principal at Allos Investment Advisors

    #42 The Evolution of Financial Planning: From Sales to Stewardship w/ Marc Shaffer, CFO at Searcy Financial and Principal at Allos Investment Advisors

    Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com

    Marc Shaffer is co-owner and CFO at Searcy Financial Services and Allos Investment Advisors. He specializes in helping clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and active monitoring of their financial plans.   

    In this episode, Brian and Marc discussed: 

    1. Building a Niche-Focused Financial Advisory Business 

    2. Investing in Sectors with ETFs for Long-Term Growth 

    3. What makes Your Business Unique? 

    4. Patience is the Key to Success in Business

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

    Website: https://www.searcyfinancial.com/  

    Facebook: https://www.facebook.com/marc.shaffer  

    Twitter: https://twitter.com/MarcCShaffer

    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://financialadvisorsworkshop.com/

    Interested in working at 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 min

Customer Reviews

5.0 out of 5
17 Ratings

17 Ratings

JJ CFP ,

Five Star Rating

I had the great pleasure of being interviewed by Brian (Episode #40). His team is organized, helpful, and gracious, as is Brian. The interview was comfortable, low-key, and easy to participate in. I’m terms of Podcasts that are targeted to help improve the practices of financial advisors, I give it 5 Stars!

Oraykh ,

Insight into Financial Advisors life.

Interesting conversations with accomplished financial advisors who provide honest insight in how they got there.

MGCGolfer42 ,

Insightful Takeaways for the Financial Profession

Brian provides great insight into the financial planning profession.

Top Podcasts In Business

Greenhouse Software
Ramsey Network
Rob Kosberg
Money News Network
Morning Brew
NPR

You Might Also Like