Financial Advisor's Workshop with Brian Kasal Brian Kasal

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

Raquel Hinman (https://hinmanfp.com/) is a CFP® based in Erie, Colorado CFP®, and the owner of Hinman Financial Planning, a fee-only financial planning and investment advisory firm she founded in 2015. She helps clients navigate the financial and non-financial issues that accompany major life transitions, specializing in working with people who have inherited money, gone through a divorce, or are preparing to retire.

In this episode, Brian and Raquel discuss:

1. Navigating Financial Planning for Divorced Clients

2. Understanding Client Priorities: Moving Past Financial Metrics

3. Running a Financial Practice Post-Pandemic

4. Managing Market Volatility

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

Website: https://hinmanfp.com/ 

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

Article: https://www.napfa.org/napfa-women-to-know- 

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/ 

Jim Allen, CFP®, ChFC, EA, CDFA (https://www.anchorbaycapital.com/) has been providing financial planning advice for over thirty five years. He currently serves as president and chief planner for Anchor Bay Capital, an SEC registered RIA with offices in Orange and San Diego counties. 

He is a Certified Financial Planner (CFP®) and has earned a master’s degree in Financial Planning with an emphasis on taxation.

In this episode, Brian and Jim discuss:

1. Building Client Confidence: Lessons from Market Turbulence

2. From Seminars to Referrals: Building a Steady Stream of New Clients

3. Balancing Tax Planning and Investment Management

4. Surviving and Thriving in Financial Services

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

Website: https://www.anchorbaycapital.com/

Twitter: https://twitter.com/JAllenCFP

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/ 

Meghan Railey (https://www.optascapital.com/) is one of two founding advisors at OPTAS Capital, an RIA launched in 2019 after a combined three decades of experience at wirehouses. At OPTAS, her focus is twofold: design and deliver a differentiated client experience and build systems and processes internally to support and grow capacity. 

In this episode, Brian and Meghan discuss:

1. The Art vs. Science of Financial Advising

2. Rebalancing Portfolios with Tax Efficiency in Mind

3. Building Long-Term Client Value

4. Ensuring Clients Stay Invested for the Long Haul

LinkedIn: https://www.linkedin.com/in/meghan-railey-cfp%C2%AE-a7331772/ 

Company LinkedIn: https://www.linkedin.com/company/optascapital/ 

Twitter: https://x.com/meghanrailey 

Website: https://www.optascapital.com/ 

Article: https://womentowatchaward.com/?winners=meghan-railey 

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/ 

Ryan Fleischer (https://x.com/revgroupllc) is the founder, chairman, and CIO of Revolution Group. He has spent his entire career helping people and institutions address their financial needs and goals. Ryan provides expertise in goals-based investing and innovative portfolio construction to entrepreneurs, founding CEOs, and high-net-worth individuals and families.

In this episode, Brian and Ryan discuss:

1. The Importance of Forward-Looking Investment Strategies

2. The Value of Face-to-Face Client Interactions

3. Leveraging Data for Investment Success

4. Evolution of Financial Products and Advisor Practices

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

Company LinkedIn: https://www.linkedin.com/company/revolution-group-llc/ 

Website: https://www.revgroupllc.com/ 

Twitter: https://x.com/revgroupllc 

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

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/ 

Mike Walther (https://oakwealth.com/) is a Certified Financial Planner who founded Oak Wealth Advisors in 2008 so that families seeking experienced and objective special needs financial planning advice could access the same quality of service previously only provided to wealthy families. Mike has a brother on the Autism spectrum. 

In this episode, Brian and Mike discuss:

1. Why Every Dollar Matters in Wealth Advisory

2. Navigating Nuances When Planning for Special Needs Clients

3.  Enhancing Client Outcomes Through Specialty Financial Review Services

4. Strategies for Sustaining Wealth Across Generations

LinkedIn: https://www.linkedin.com/in/michael-walther-cpa-pfs-cfp%C2%AE-cfa-a49945a/ 

Website: https://oakwealth.com/ 

Article: https://www.fa-mag.com/news/dealing-with-special-needs-6626.html?issue=163 

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/ 

Elliot H. Kallen (https://prosperityfinancialgroup.com/) is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been a CEO of two other companies before forming Prosperity Financial Group, Inc. and is a frequent keynote speaker to charities, podcasts and radio shows on motivation, leadership, charitable work, marketing and various financial subjects.

In this episode, Brian and Elliot discuss:

1. The Art of Underpromising and Overdelivering in Financial Advisory

2. Leveraging Trust to Expand Your High Net Worth Client Base

3. The Story Behind Brighter Day Foundation

4. Exploring Liquid Alternatives

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

Website: https://prosperityfinancialgroup.com/ 

Charity Website: https://abrighterday.info/ 

Instagram: https://www.instagram.com/prosperityfinancialgroup/ 

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

YouTube: https://www.youtube.com/channel/UCynH32iE0vZHwczDLmluCNw 

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