Financial Advisor's Workshop with Brian Kasal Brian Kasal

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

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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

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

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

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

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

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