79 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 • 20 Ratings

Interviews with the World's Most Successful Financial Advisors.

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

    #78 Investing in a Changing Market w/ Peter Disch, Founder & Managing Member, Great Point Wealth Advisors, LLC

    #78 Investing in a Changing Market w/ Peter Disch, Founder & Managing Member, Great Point Wealth Advisors, LLC

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

    Peter V. Disch, Jr., CFP® (https://greatpointwealth.com/) is the Founder and Managing Member of Great Point Wealth Advisors, LLC, an SEC Registered Investment Adviser in Boston. Peter has been recognized by Forbes as a Best in State Wealth Advisor since 2019 and was named to its inaugural list of America's Top Next Generation Wealth Advisors. In 2023, Great Point was included among the Top 100 Registered Investment Advisers in the United States by wealthmanagement.com. 

    In this episode, Brian and Peter discuss:

    1. Tailoring Your Practice for Tomorrow's Clients

    2. Tailoring Strategies to Achieve Financial Objectives

    3. Building a Thriving Practice Through Client Advocacy 

    4. Balancing Technology with Human Touch

    LinkedIn: https://www.linkedin.com/in/peter-disch/

    Website: https://greatpointwealth.com/

    Twitter: https://twitter.com/greatpointwa        

    Article: https://www.forbes.com/profile/peter-disch/?sh=2bd15ae53767https://www.businesswire.com/news/home/20150428005208/en/Peter-Disch-among-%E2%80%9CBest-of-Best%E2%80%9D-Financial-Advisors-Attending-Barron%E2%80%99s-Top-Independent-Advisors-Summit

    https://www.investmentnews.com/best-in-wealth/the-top-financial-advisors-in-the-usa

    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 min
    #77 Exploring Innovations in Portfolio Construction w/ Brett Nelson, CLU®, Wealth Advisor, Prevail Innovative Wealth Strategies

    #77 Exploring Innovations in Portfolio Construction w/ Brett Nelson, CLU®, Wealth Advisor, Prevail Innovative Wealth Strategies

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

    Brett Nelson (https://prevailiws.com/) is a financial advisor at Prevail Innovative Wealth Strategies dedicated to helping his clients achieve long-term financial security through effective risk management strategies. He is a Chartered Life Underwriter, and he believes in empowering his clients through education and transparent communication, ensuring they have the tools and understanding to achieve their financial dreams. 

    In this episode, Brian and Brett discuss:

    1. Optimizing Investment Portfolios

    2. Achieving Financial Harmony Through Comprehensive Planning

    3. Adapting Investment Strategies to Market Volatility

    4. The Role of Life Insurance in Estate Planning

    LinkedIn: https://www.linkedin.com/in/brett-nelson-clu%C2%AE-5219b322/

    Website: https://prevailiws.com/       

    YouTube: https://www.youtube.com/@prevailinnovativewealthstr4181      

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

    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

    • 34 min
    #76 Providing Value Beyond Numbers as Financial Advisors w/ Yusuf Abugideiri, Partner & Senior Financial Planner, Yeske Buie

    #76 Providing Value Beyond Numbers as Financial Advisors w/ Yusuf Abugideiri, Partner & Senior Financial Planner, Yeske Buie

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

    Yusuf Abugideiri, CFP® (https://yebu.com/) is a Partner and Senior Financial Planner at Yeske Buie. Yusuf has been recognized as a top financial professional by several respected publications. Washingtonian Magazine named him a Top Financial Advisor in 2019 and 2020, and he was named to Northern Virginia Magazine’s list of Top Financial Professionals in 2020 and 2021.

    In this episode, Brian and Yusuf discuss:

    1. Nurturing Young Talent in Financial Advisory

    2. The Human Side of Financial Advisory

    3. Planning for Uncertainty in Financial Markets

    4. Aligning Strategies with Individual Needs

    LinkedIn: https://www.linkedin.com/in/yusuf-abugideiri-cfp%C2%AE-737854110/

    Website: https://yebu.com/   

    Twitter: https://twitter.com/yusabu_pro

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

    Article: https://yebu.com/author/yusufa

    https://www.financialplanningassociation.org/article/journal/SEP17-serving-millennial-clients-3-step-model

    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 min
    #75 Bridging The Divide Between Female Donors and Investment Management w/ Nicole Gopoian Wirick, Financial Planner & President, Prosperity Wealth Strategies

    #75 Bridging The Divide Between Female Donors and Investment Management w/ Nicole Gopoian Wirick, Financial Planner & President, Prosperity Wealth Strategies

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

    Nicole Gopoian Wirick, JD, CFP® (https://www.prosperityws.com/) founded Prosperity Wealth Strategies in 2019 in order to help clients define and achieve prosperity. One of Nicole’s greatest joys is developing a relationship with her clients, who have become a meaningful part of her life. Prosperity Wealth Strategies is a fee-only wealth management providing financial planning with a personal touch.

    In this episode, Brian and Nicole discuss:

    1. Bridging the Divide Between Female Donors and Investment Management

    2. Building a Boutique Advisory Firm

    3. Creating Client-Centric Financial Advisory Firms

    4. Fostering Collaborative Client Relationships

    LinkedIn: https://www.linkedin.com/in/nicole-gopoian-wirick/

    Website: https://www.prosperityws.com/           

    Instagram: https://www.instagram.com/prosperity.wealth.strategies/?hl=de

    Facebook: https://www.facebook.com/nicole.wirick.79/

    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

    • 26 min
    #74 Unlocking The Secrets of TIAA Traditional w/ Greg Shepard, Financial Advisor, S&A Financial Services, Inc.

    #74 Unlocking The Secrets of TIAA Traditional w/ Greg Shepard, Financial Advisor, S&A Financial Services, Inc.

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

    Greg Shepard (https://www.safinancialservices.com/) is an independent, fee-only financial advisor at S&A Financial Services that specializes in simplifying TIAA accounts mainly for those in higher education and doctors. His practice has excelled at providing logical and simple game plans geared for those transitioning into retirement with TIAA accounts. 

    In this episode, Brian and Greg discuss:

    1. Leveraging YouTube for Advisor Growth

    2. Unlocking the Secrets of TIAA Traditional

    3. Digital Marketing for Financial Advisors

    4. Talking To Clients in the Academia

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

    Website: https://www.safinancialservices.com/    

    Facebook: https://www.facebook.com/1SAFinancialServices

    YouTube: https://www.youtube.com/@TIAAIndependentStrategies4534

    Podcast: https://www.safinancialservices.com/highered-retire-podcast

    Apple Podcast: https://podcasts.apple.com/ru/podcast/tiaa-strategies-with-independent-expert/id1482803148?l=uk?l=uk

    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

    • 29 min
    #73 Lessons from The School of Hard Knocks w/ Sreeni Meka, CFA, CFP, Financial Advisor, Lakeland Wealth Management Services LLC

    #73 Lessons from The School of Hard Knocks w/ Sreeni Meka, CFA, CFP, Financial Advisor, Lakeland Wealth Management Services LLC

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

    Sreeni Meka (https://www.lakelandwealth.com/) is a Financial Advisor at Lakeland Wealth Management Services LLC, a firm that provides comprehensive wealth management and financial advisory services to high-net-worth individuals and institutions. With over 28 years of investment experience, he is passionate about helping clients achieve financial goals and objectives, using analytical skills and domain expertise to optimize investment strategies and portfolios.

    In this episode, Brian and Sreeni discuss:

    1. Lessons from the School of Hard Knocks

    2. Capitalizing on Market Ups and Downs

    3. What’s Next in 2024?

    4. Starting Your Own Financial Advisory Practice

    LinkedIn: https://www.linkedin.com/in/sreeni-meka-cfa-cfp-3573558/

    Website: https://www.lakelandwealth.com/

    Twitter: https://twitter.com/wallst_wizz   

    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

    • 25 min

Customer Reviews

5.0 out of 5
20 Ratings

20 Ratings

Clear Seeing ,

President and CEO

Brian and his team always provide honest and valuable insight to help plan and achieve financial goals Brian really cares about your financial health and wellbeing. I don’t usually recommend recommendations . Brian’s workshops are so valuable that I have to recommend and spread the word. If your financial success is a priority, I recommend you follow and work with Brian to get the best insights to plan and achieve better financial outcomes . Sharon M.

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.

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