Financial Advisor's Workshop with Brian Kasal

Download “How To Find Ultra High Net Worth Clients" from ⁠https://financialadvisorsworkshop.com/ ⁠ Nic Nielsen (https://knowmyplan.com/⁠ ) is a licensed financial planner and the co-founder of Know My Plan, a company that uses a one-page financial plan to help sales professionals feel confident and eventually reduce financial anxiety. Nic discusses his unique journey from a former broker to a trusted financial advisor in this episode with Brian. In this episode, Brian and Nic discuss: 1. Simplifying Financial Planning 2. Nic’s Firm And How He Helps Clients 3. Advising Clients in a Volatile Market 4. Visual Finance LinkedIn: https://www.linkedin.com/in/knowmyplan/  Instagram: https://www.instagram.com/knowmyplan/  Twitter: https://twitter.com/KnowMyPlan  Youtube: https://www.youtube.com/channel/UCWrT8mun7mY2K19X942YS-Q 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/ Christopher Manske (https://manskewealth.com/) is the visionary founder of Manske Wealth Management. With over half a billion dollars in assets under management, his firm has consistently earned its place among the elite in the world of wealth management, making it a trusted name in Houston. In this episode, Brian and Christopher discuss: 1. Starting Manske Wealth Management 2. Managing a Crisis 3. Trends in The Industry 4. Inflation in The Future LinkedIn: https://www.linkedin.com/in/crmanske/ Company LinkedIn: https://www.linkedin.com/company/manske-wealth-management/ Website: https://outsmartthemoneymagicians.com/ Company Website: https://manskewealth.com/ Twitter: https://twitter.com/ManskeWealth 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/ Joshua Cavett (http://bmtwealth.com/) is a Financial Advisor at Beaumont Weath Advisors where he excels at guiding clients in defining their financial aspirations and, crafting personalized plans to propel them toward success. In this episode, Brian and Joshua discuss: 1. The Hidden Safety Net In Financial Planning 2. Discovering a Niche in Financial Advisory 3. Embracing Technology in Financial Advisory 4. The Secret Sauce to Client Success LinkedIn: https://www.linkedin.com/in/joshuacavett/ Website: http://bmtwealth.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/ Jamie Menges (https://wealthadvicemadesimple.com/) is a shareholder and the Vice President of PDS Planning and he's here to share PDS’ unique approach to finance. Learn about their shift from the AUM model, the benefits of transparent fee structures, and their strategies to ensure employee growth. Explore how PDS stands out in the ever-evolving financial industry. In this episode Brian and Jamie discuss: 1. The New Financial Models 2. The Three C’s of Finance 3. Alternative Investment Sourcing 4. Future of Investment LinkedIn: https://www.linkedin.com/in/jamie-menges-cfp%c2%ae-cpa-97866319/ Website: https://wealthadvicemadesimple.com/, https://www.pdsplanning.com/meet-us/jamie-menges/ Twitter: https://twitter.com/JamieMenges Facebook: https://www.facebook.com/jamie.menges.39/ 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/ Richard DeBono (https://sierraridgewealth.com/) is a seasoned independent financial advisor with an impressive 23-year track record in the financial services industry. Richard brings a wealth of expertise and a diverse toolkit to the table, dedicated to assisting clients in making efficient investments throughout all stages of their lives. In this episode, Brian and Richard discuss: 1. How Clients React to Financial Programs 2. Surviving 2022 as a Business 3. Alternative Investing 4. Current Trends In The Economy LinkedIn: https://www.linkedin.com/in/richarddebono/ Website: https://sierraridgewealth.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/ Damon King (https://www.chappelwood.com/) is an investment advisor at ChappelWood Financial Services in Edmond, OK. As a Certified Fund Raising Executive, Damon served families and non-profit organizations for 12 years as a charitable gift planner. Damon is an Investment Advisor to Millionaires, Radio Show Writer and Co-Host, Financial Education Instructor and Speaker, and Cheerleader for Millionaires and Aspiring Millionaires. In this episode, Brian and Damon discuss: 1. The Dynamic World of Financial Planning 2. The Importance of Serving Clients Based on Their Needs 3. Preserving Legacies 4. The Impact Financial Planning Can Have on Individuals and Families LinkedIn: https://www.linkedin.com/in/kingoffinance/ Website: https://www.chappelwood.com/ Twitter: https://twitter.com/damonmking1 Facebook: https://www.facebook.com/damon.king.5439/ Youtube: https://www.youtube.com/@financialdiva Podcast: https://hubhopper.com/podcast/its-all-about-the-money-honey/46539 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/ Sam Brownell (https://stratuswealthadvisors.com/), has been a financial professional since 2006 and formed Stratus Capital Management in July 2013 to provide goals-based financial planning and investment management to individuals, families, and independent business owners. As the firm grew, an increasing number of independent business owners sought Sam’s advice on their short and long-term planning needs, including valuation, tax strategy, business continuity planning, and succession planning. In this episode, Brian and Sam discuss: 1. Financial Advising in a Niche 2. How Financial Planning fits into Success Planning 3. Finding Your Financial Niche 4. Creating a Successful Financial Advising Company LinkedIn: https://www.linkedin.com/in/sambrownell/ Website: https://stratuswealthadvisors.com/ Interview: https://www.impactcommunications.org/best-practices-blog/swift-chat-with-sam-brownell-and-jonny-swift-top-tips-for-independent-business-owners 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/ Ben VerWys (https://forfiduciary.com/) is an award-winning financial advisor who serves as the Founder & Senior Financial Advisor of Fiduciary Financial Advisors. He assists clients in managing their finances as a business owner, executive, and technology leader. In this episode, Brian and Ben discuss: 1. Breaking Free From Restrictive Advisor Agreements 2. Seek Advisors Who Prioritize Your Interest 3. Shareholders vs. Clients 4. Non-Negotiables For Advisor-Focused Firms LinkedIn: https://www.linkedin.com/in/benverwys/ Company LinkedIn: https://www.linkedin.com/company/fiduciaryfinancialadvisors/ Website: https://forfiduciary.com/ Twitter: https://twitter.com/benverwys 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/  Matthew Filik (https://www.clearfocusfinancial.com/⁠) is a Certified Financial Planner and Co-Founder of ClearFocus Financial, based in Mountainside, New Jersey. Matthew’s financial planning process is rooted in the balance of academic research and practical applications that provides a simplified and clear path to helping clients achieve their goals.   In this episode, Brian and Matthew discuss: 1. Building Strong Client Relationships 2. Bridging the Age Gap in Financial Advising 3. Beyond Market Trends 4. Entrusting Clientele to the Next Generation LinkedIn: https://www.linkedin.com/in/matthewfilik/ Facebook: https://www.facebook.com/ClearFocusFinancial Facebook: https://www.facebook.com/matthew.filik/ Instagram: https://www.instagram.com/clearfocusfinancial/ Website: https://www.clearfocusfinancial.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 JR Robinson (https://www.fphawaii.com/) is a nationally recognized financial planning industry thought leader with more than 30 years of experience. He shares his journey from AG Edwards to starting his own firm and his experience breaking into Hawaii's financial advisory scene. In this episode Brian Kasal and JR Robinson discuss: 1. Adapting Your Investment Strategy 2. Understanding the Fiduciary Standard 3. The Pros and Cons of AI-generated Content 4. Keeping Clients Engaged with Your Website LinkedIn: https://www.linkedin.com/in/jrrobinson1/ Website: https://www.nesteggguru.com/ Website: https://www.fphawaii.com/ Twitter: https://twitter.com/FinancialPlanHI 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