29 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 • 10 Ratings

Interviews with the World's Most Successful Financial Advisors.

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

    #28 Adding Tax Planning Services Is Not That Taxing w/ Kevin Clark, Financial Advisor at Ameriprise Financial Services, LLC

    #28 Adding Tax Planning Services Is Not That Taxing w/ Kevin Clark, Financial Advisor at Ameriprise Financial Services, LLC

    Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://financialadvisorsworkshop.com/

    Kevin Clark (https://www.ameripriseadvisors.com/kevin.r.clark/) is a self-employed Financial Advisor and Certified Financial Planner offering services in small business consulting, Financial and Retirement Planning, Investment Management, and Tax Planning and Preparation. 

    He joins us to talk about his success in combining Financial Advising with Tax Planning, and how he found success dealing with more introverted clients and building their wealth and trust.

    https://www.linkedin.com/in/krclark7/

    https://www.facebook.com/krclark77

    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/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://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
    #27 Should You Outsource Your Clients' Portfolio Management? w/ Brandon Steele | CEO/Founder at Mainsail Financial Group

    #27 Should You Outsource Your Clients' Portfolio Management? w/ Brandon Steele | CEO/Founder at Mainsail Financial Group

    Download our Guide on “How To Add $100M+ To Your Managed Assets In 1 Year” for FREE by going to https://financialadvisorsworkshop.com/

    Brandon Steele, CFP®, ChFC® is a financial planner, CEO, and co-founder of Mainsail Financial Group located in Bellevue, Washington. Since graduating from Washington State University, Brandon has spent the last decade working to help educate and prepare families for retirement. Additionally, Brandon has been featured in Forbes, Business Insider, and Puget Sound Business Journal, among others.

    https://www.linkedin.com/in/blsteele

    https://www.mainsailfg.com (Company)

    https://twitter.com/theblsteele



    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://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

    • 22 min
    #26 Financial Advising in a Changing Landscape and Economy w/ Morgan Stone, President at Stone Wealth Management

    #26 Financial Advising in a Changing Landscape and Economy w/ Morgan Stone, President at Stone Wealth Management

    Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://financialadvisorsworkshop.com/

    Morgan Stone (https://stonewealthatx.com/) is a CERTIFIED FINANCIAL PLANNER™ and the President of Stone Wealth Management, a fee-only independent registered investment advisory firm based in Austin, Texas. As a fee-only advisory, Morgan Stone’s commitment is always to his clients rather than to a particular product or fund. Morgan understands that everything starts with learning about his clients – their goals, dreams, and concerns. He joins us to talk about his journey from working in Trust to becoming a financial advisor, and how the pandemic has changed the industry as we adjust to the volatile economy.

    https://www.linkedin.com/in/morganstone1/

    https://twitter.com/StoneWealthMgmt

    https://stonewealthatx.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://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

    • 32 min
    #25 Success Secrets For Independent Financial Advisors w/ Doug Gjerde, Managing Partner and Wealth Advisor at Heritage Financial Partners

    #25 Success Secrets For Independent Financial Advisors w/ Doug Gjerde, Managing Partner and Wealth Advisor at Heritage Financial Partners

    Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://financialadvisorsworkshop.com/

    Doug Gjerde (https://www.heritagefinancialllc.com/) is the Managing Partner and Wealth Advisor at Heritage Financial Partners and his specialty is helping guide families on their journey to work toward becoming financially confident retirees. 

    He focuses on retirement planning, particularly lowering taxes in retirement. Lowering taxes may extend your retirement savings and provide you with extra money in retirement by avoiding invisible pitfalls. 

    He joins us to talk about how he achieved his dream of rising in the financial advising industry without going through the big firms, and finding success in retirement planning, and providing excellent and efficient service with the right management systems in place. 

    LinkedIn: https://www.linkedin.com/in/doug-gjerde-9929378/ 

    Twitter: https://twitter.com/HeritageFinPart 

    Website: https://www.heritagefinancialllc.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

    • 22 min
    #24 Building Your Practice From $0 To $100 Million w/Michael Garry, Founder & CEO Yardley Wealth Management

    #24 Building Your Practice From $0 To $100 Million w/Michael Garry, Founder & CEO Yardley Wealth Management

    Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://financialadvisorsworkshop.com/

    Michael Garry (Yardleywealth.net) is the Managing Attorney, founder and CEO of Yardley Wealth Management, LLC in Newtown, PA, who offers fee-only financial planning, investment management, and estate planning. 

    Michael holds a B.S. in Finance and an MBA in Finance from Saint Joseph's University, as well as a J.D. from Widener University School of Law, where he specialized in tax, securities, and estate planning. Michael Garry has dedicated his career to providing cutting-edge wealth management and financial education in order to spread financial security and peace of mind. 

    Michael grew his independent financial advisory firm from zero assets under management to over $100 million in assets under management (AUM).

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

    Website:  https://www.Yardleywealth.net

    Website:  https://www.Yardleyestate.net

    Website:  https://www.Yardleyfas.net

    Twitter:   https://www.MichaelJGarry

    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

    • 39 min
    #23 How to Manage Your Clients Wealth Effectively w/Lisa Kirchenbauer | Founder & President at Omega Wealth

    #23 How to Manage Your Clients Wealth Effectively w/Lisa Kirchenbauer | Founder & President at Omega Wealth

    Download our Guide on “How To Add $100M+ To Your Managed Assets In 1 Year” for FREE by going to https://financialadvisorsworkshop.com/

    Lisa is the founder of a financial planning platform Omega Wealth Management (https://www.omegawealthmanagement.com/). Lisa works as Mentor and Coach and provides strategic financial life planning advice and coaching to clients. She is involved in building a financial education program for the Episcopal Diocese of Washington and currently volunteering time to support families facing the financial challenges of cancer through the Foundation of Family Financial Planning.

    Omega Wealth Management takes a comprehensive and deep approach to financial planning by first understanding the client's deepest needs and desires, and building a plan around that. They provide full wealth management services as part of a long-term engagement, including traditional financial planning and investment management.

    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

    • 33 min

Customer Reviews

5.0 out of 5
10 Ratings

10 Ratings

MRUPGRADE ,

Paying it Forward

It is always refreshing to see other successful advisors pouring lessons learned into others. Love the idea of this podcast in teaching other advisors methods and strategies to reach their idea of a successful practice.

Randyafox ,

Great podcast

Brian always makes complicated issues clear and concise. Really makes sense of things.

EKW1960000 ,

Information from a Professional

Great discussions. For investors seeking quality information to help in their decisions, this podcast from Mr. Kasal will be valuable!

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