Financial Advisor's Workshop with Brian Kasal #92 Building A Financial Advisory Practice with Physicians w/ Robert Schultz, Certified Financial Planner, NWF Advisory
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For over 20 years, Robert Schultz (https://www.robschultzwealth.com/) has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician’s unique and growing practice. Robert is a recognized and frequent speaker at residency programs in California, Nevada, and Arizona, staying current on the challenges physicians face today.
In this episode, Brian and Robert discuss:
1. How Financial Advisors Can Thrive in a Supportive Community
2. The Future of Broker-Dealer Consolidation and What It Means for Advisors
3. Building A Practice with Doctors
4. What Consolidation of Practice Can Bring
LinkedIn: linkedin.com/in/rob-schultz-cfp®-cdfa®-9315513a
Website: https://www.robschultzwealth.com/
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