Financial Advisor's Workshop with Brian Kasal

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Alonso Rodriguez Segarra (https://advise-financial.com/) has more than 20 years of experience in the industry and was named by Investopedia among the Top 100 Most Influential Financial Advisors in the USA. He is also a Certified Financial Planner™. In this episode, Brian and Alonso discuss: 1. Empowering Hispanic Financial Advisors in the US 2. Transitioning to Hourly Financial Planning 3. What Finding Your Niche Really Means 4. Financial Advisory for Hispanic Markets LinkedIn: https://www.linkedin.com/in/alonso-rodriguez-segarra-cfp%C2%AE-81901686/ Website: https://advise-financial.com/ Instagram: https://www.instagram.com/advisefinancialusa/ Linktree: https://linktr.ee/advisefinancial Facebook: https://www.facebook.com/alonso.rodriguezsegarra/ YouTube: https://www.youtube.com/channel/UCIi1JZLN1_SH4dfOeHjc__A Article: https://www.investopedia.com/inv-100-top-financial-advisors-7556227 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/  Stephen Stricklin (https://wisewealth.com/), President and founder of Wise Wealth, LLC, is a Certified Financial Planner® dedicated to educating and empowering Main Street investors. Not only does Stephen work directly with clients, but he also educates the public about successful financial planning through his Simplify Your Retirement Course. In this episode, Brian and Stephen discuss: 1. Balancing Investment and Insurance Strategies 2. The Impact of Education in Client Relationships 3. Educate Not Just Prospects, But Existing Clients Too 4. Why Financial Education Matters LinkedIn: https://www.linkedin.com/in/stephenstricklin/ Website:  https://wisewealth.com/         Course Website: https://simplifyyourretirement.com/   Youtube: https://www.youtube.com/@SimplifyYourRetirement    Instagram: https://www.instagram.com/wisewealthllc/?hl=en Facebook: https://www.facebook.com/wisewealthkc/ 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/  Charles Hinde (https://www.heritage-inv.com/) is a Wealth Manager for Heritage Investments and serves as part of the firm’s Investment Committee. He graduated Magna Cum Laude from the University of Missouri with a Bachelor of Science studying both Finance and Economics. Charles began working with Heritage as a third-generation member of the Hinde Family in 2018, and he’s deeply passionate about helping clients achieve their goals. In this episode, Brian and Charles discuss: 1. Crafting Personalized Financial Paths 2. Preparing for the Next Wave of Industry Changes 3. Transformative Due Diligence 4. Benefits and Advantages of Different Investment Models LinkedIn: linkedin.com/in/charles-hinde-cfp®-cpfa-845a3152 Website: https://www.heritage-inv.com/ Facebook: https://www.facebook.com/charles.hinde.12 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/  Russell Luce (https://twitter.com/RLuce721) is the owner and operator of Planning Legacies Financial Group. Russell uses his over 25 years experience in the industry to assist numerous Families in Wealth Management, Retirement Planning, College Planning, and Estate Planning with a focus on those who are differently-abled or have Special Needs. In this episode, Brian and Russell discuss: 1. Individualized Strategies for a Comfortable Retirement 2. Life-Driven Financial Planning 3. Building Your Financial Dream Team for Retirement 4. Setting Retirement Goals LinkedIn: https://www.linkedin.com/in/russellgluce/ Website: http://www.planninglegacies.com/ Twitter: https://twitter.com/RLuce721 Article: https://www.24-7pressrelease.com/press-release/182134/russell-g-luce-rfc-lutcf-fic-honored-by-cambridge-whos-who 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/  Stanley T. Funches (https://www.inteluswm.com/) has been a financial planner for 25+ years, helping professionals, business owners, and physicians pursue and maintain a comfortable retirement. He is the President and Financial Advisor with INTELUS Wealth Management, LLC. In this episode, Brian and Stanley discuss: 1. Dads and Dollars 2. From Investments to Insurance 3. Assessing the Unprecedented Trends of 2023 4. The Comprehensive Financial Planning Experience LinkedIn: https://www.linkedin.com/in/stanleyfunches/ Website: https://www.inteluswm.com/ 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/  Kirk Licata, CFP® (https://www.longviewwealthmanagement.com), joined LongView in 2012. He has been in the financial services industry since 2010 with experience at Bank of America, State Farm, and Mutual of Omaha. Kirk primarily works with two types of clients that both require his expertise in tax planning.  His first passion is advising business owners through the complex decisions needed on cash flow management and retirement planning.   In this episode, Brian and Kirk discuss: 1. Mastering the Art of Concise Financial Advising 2. Drip Marketing Strategies for Financial Advisors 3. Advising Business Owners 4. Diversification in Volatile Markets LinkedIn: https://www.linkedin.com/in/kirklicata/ Website: https://www.longviewwealthmanagement.com/ 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/  James H. Lee (https://twitter.com/jhlinde) is the founder of StratFI and provides retirement planning with a focus on investment management and portfolio consulting to help clients organize, grow, and protect their assets through life’s transitions. As a fee-only fiduciary, James H. Lee does not receive commissions of any kind and has a legal obligation to provide unbiased financial advice. In this episode, Brian and Jim discuss: 1. A Novel Approach to Tailored Portfolio Construction 2. The Investment Personality 3. The Impact of Authenticity in Financial Newsletters 4. Referrals and Client Growth LinkedIn: https://www.linkedin.com/in/jleeadvisor/  Website: https://www.linkedin.com/company/strategic-foresight-investments/  Twitter: https://twitter.com/jhlinde  Facebook: https://www.facebook.com/stratfi/  Media Kit and Bio: https://www.stratfi.com/resources/media-kit.html  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/  Aaron Karas (https://insight2wealth.com/) is a comprehensive, fee-only financial advisor who began his career in the financial industry in 2008. His primary areas of expertise are financial planning, investment portfolio management, liability management, trust and estate planning, banking, and hedging strategies. In this episode, Brian and Aaron discuss: 1. Starting a Financial Planning Career During A Financial Crisis 2. How A403 (b) Started A Career 3. The Fiduciary Advantage: Transforming Client Relationships 4. Educating Clients on the Investment Game LinkedIn: https://www.linkedin.com/in/aaronkaras/ Website: https://insight2wealth.com/ 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/  Liz Gillette (https://www.baypointwealth.com/⁠) is a Certified Financial Planner for Bay Point Wealth, specializing in financial planning for Millennials and Gen X-ers. Liz tackled her own path to financial freedom and consequently acquired a passion for empowering other women and men to transform their fiscal lives. In this episode, Brian and Liz discuss: 1. From Recruiter to Financial Advisor 2. How Important is Client Experience 3. Serving Clients in Their Earning Phase 4. Navigating Financial Planning for Younger Clients LinkedIn: https://www.linkedin.com/in/lizggillette/   Website: https://www.baypointwealth.com/  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 a 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/ Nate Oltmans (https://www.cwmteam.com/), is the CEO, Partner, and Certified Financial Planner at Cornerstone Wealth Management. He joins and shares his unique journey from an Air Force B-52 bomber pilot to a Certified Financial Planner. Nate shares how the Entrepreneurial Operating System (EOS) has transformed their firm, creating a structured approach, clarifying core values, and ensuring accountability among their 12-member team. In this episode, Nate and Brian discuss: AI's Impact On The Financial Industry Finding Your Authentic Self in Financial Advisory LinkedIn: https://www.linkedin.com/in/nate-oltmans-2211467/ Website: https://www.cwmteam.com/ 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 a 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