Financial Advisor's Workshop with Brian Kasal

Download “How to Find Ultra High Net Worth Clients” from ⁠⁠⁠⁠https://FinancialAdvisorsWorkshop.com⁠ Ray Godleski (https://www.strategicplanninggroup.com/) is a financial advisor based in Cumming, Georgia, with 16 years of experience in the financial sector. He is an employee of Hornor, Townsend & Kent, LLC - a leading financial advisory firm offering a wide range of services, including financial planning, portfolio management, and pension consulting. In this episode, Brian and Ray discuss: 1. The Fiduciary Mindset in Financial Planning 2. New Money And Conservative Investing 3. Planning For Your Financial Future: A Mix of Investment And Annuity Chassis 4. Helping Clients Cut Through The Financial Clutter LinkedIn: https://www.linkedin.com/in/raygodleski/ Website: https://www.strategicplanninggroup.com/ Twitter: https://twitter.com/SuwaneeRay 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://financialadvisorsworkshop.com/⁠⁠⁠⁠ Interested in working at 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/ Ari Baum (https://www.endurancewealthpartners.com/), the CEO and Founder of Endurance Wealth Partners, talks about his inspiring transition from stockbroker to financial planner, the creation of his Q4 Formula, and the importance of aligning personal values with financial goals. In this episode Brian Kasal and Ari Baum discuss: 1. The Power of the Q4 Formula 2. Leverage Technology for Success 3. Effective Financial Advice 4. Clear Thinking in Uncertain Markets LinkedIn: https://www.linkedin.com/in/aribaumcfp/ Website: https://www.endurancewealthpartners.com/ Twitter: https://twitter.com/AriBaum97 Facebook: https://www.facebook.com/Endurancewealth/ YouTube: https://www.youtube.com/@theironadvisor 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 Erin Botsford (https://erinbotsford.com/) is the Founder and CEO of The Botsford Group, a boutique financial planning firm specializing in Risk Management, Asset Protection, Estate Planning, and Lifestyle/Retirement Planning Strategies. Currently, she is the creator of the Elite Advisor Success System™ – a training program that teaches advisors how to grow their businesses exponentially and plan for future succession. In this episode, Brian and Erin discuss: 1. Creating A Legacy Firm: What Your Last Day Should Look Like 2. The Margin of High Net Worth Clients: Why They're Easier To Deal With 3. Overcoming the Fear of High Net-Worth Prospects 4. The Untapped Potential of Financial Advisors LinkedIn: https://www.linkedin.com/in/erinbotsford/ Facebook: https://www.facebook.com/theadvisorauthority/ Website: https://erinbotsford.com/ YouTube: https://www.youtube.com/watch?v=PH2SJCvGRmM Website: https://www.investmentnews.com/podcasts/her-success-matters/erin-botsford-founder-ceo-the-advisor-authority-part-1 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://financialadvisorsworkshop.com/⁠⁠⁠⁠⁠ Interested in working at 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 Mark Willis (https://lakegrowth.com/) is a Certified Financial Planner™, a three-time #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois, and co-host of the Not Your Average Financial Podcast™.  In this episode, Brian Kasal and Mark Willis discuss: 1. Strategies for Attracting the Right Clients and Repelling the Wrong Ones 2. Training and Mentoring Other Advisors to Grow Your Practice 3. Learn the Secrets to Mastering Financial Planning  4. Making a Lasting Impact On Your Clients’ Financial Future – and Your Own! Website: https://nyafinancialpodcast.com/ LinkedIn: https://www.linkedin.com/in/marklakegrowth/ Twitter: https://twitter.com/LakeGrowth Youtube: https://www.youtube.com/c/NotYourAverageFinancialPodcast 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://financialadvisorsworkshop.com/⁠⁠⁠ Interested in working at 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 Joe Breslin, CFP® (https://www.armstrongdixon.com/) is a Partner at Armstrong ∙ Dixon. Joe assists business owners, executives, and affluent families in the areas of retirement planning, estate planning, business succession planning, and investment advisory services. In this episode, Brian and Joe discuss: Why We Value Multi-generational Clientele Building Relationships Leads to Greater Success A Cushion of Cash: The Secret to Financial Confidence The Winning Mindset: How Losing Can Fuel Future Success LinkedIn: https://www.linkedin.com/in/jbreslincfp/ Website: https://www.armstrongdixon.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://financialadvisorsworkshop.com/⁠⁠ Interested in working at 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 Joe Clark (https://yourlifeafterwork.com/ ) is the Managing Partner at Financial Enhancement Group. Joe shares his journey from starting his business two weeks before the 1987 crash to building a 38-person team with a focus on financial planning and education. In this episode Brian and Joe Clark discuss: Building Authentic Relationships in the Financial Industry Future-Proofing Investment Services: The Importance of Fiduciary Responsibility Planning for the Future: The Importance of a Fiduciary Standard The Highest Paid and Hardest Work You Will Ever Do LinkedIn: https://www.linkedin.com/in/big-joe-clark/ Twitter: https://twitter.com/Big_Joe_Clark Website: https://yourlifeafterwork.com/ Website: https://yourlifeafterwork.com/categories/articles-by-joe/ 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://financialadvisorsworkshop.com/⁠⁠⁠⁠ Interested in working at 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/    Jeff Nauta (http://www.hnwealthadvisors.com) is a partner at Henrickson Nauta Wealth Advisors and an RA that has been in business for over 16 years. Jeff talks about how he got into the industry and his partnership with Douglas Henrickson.   In this episode, Brian Kasal And Jeff Nauta discuss: 1. Breaking Down the IRS Regulations on Exchange Funds 2. Why Alternatives May Be An Option for Your Investment Portfolio 3. The Benefits of Investing in Non-Correlating Asset Classes 4. The Importance of Taking Your Client's Success Personally https://www.linkedin.com/in/jeff-nauta-cfa-cfp-caia-171a585/ http://www.hnwealthadvisors.com/pages/henricksonHome.aspx?spid=116462&ptype=HOME https://twitter.com/nautajeff 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/⁠ Brian Kasal discusses the current state of the financial advisory industry, market challenges, and how to best prepare your practice for growth. In this episode Brian discusses: How To Attract New Clients Will AI Take Over Financial Advisors? Why Did The Silicon Valley Bank Fail? Defensive Strategies You Can Apply Today 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 Stacy Francis (⁠http://www.francisfinancial.com/⁠) is the President and CEO of Francis Financial, Inc., a fee-only boutique Wealth Management, Financial Planning, and Divorce Financial Planning firm dedicated to providing ongoing comprehensive advice for high-achieving women and couples in transition. In this episode, Brian and Stacy discuss: Money Gives You Options Financial Issues When Dealing With Divorce Communicating With Clients During Divorce Building a Thriving Financial Advisory Business LinkedIn: ⁠https://www.linkedin.com/company/francisfinancialinc⁠ Twitter: ⁠https://twitter.com/francisfinance⁠ Facebook: ⁠https://www.facebook.com/FrancisFinancialInc/⁠ 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://financialadvisorsworkshop.com/⁠ Interested in working at 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 Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com Marc Shaffer is co-owner and CFO at Searcy Financial Services and Allos Investment Advisors. He specializes in helping clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and active monitoring of their financial plans.    In this episode, Brian and Marc discussed:  1. Building a Niche-Focused Financial Advisory Business  2. Investing in Sectors with ETFs for Long-Term Growth  3. What makes Your Business Unique?  4. Patience is the Key to Success in Business LinkedIn: https://www.linkedin.com/in/marcshaffer/   Website: https://www.searcyfinancial.com/   Facebook: https://www.facebook.com/marc.shaffer   Twitter: https://twitter.com/MarcCShaffer 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://financialadvisorsworkshop.com/ Interested in working at 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