Financial Advisor's Workshop with Brian Kasal

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/ Kathy Longo (https://www.flourishwealthmanagement.com/), the President & Founder of Flourish Wealth Management. Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management®. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager and business owner at notable, various sized companies in both Chicago and Minneapolis. https://www.linkedin.com/in/kathleenlongo https://www.flourishwealthmanagement.com/ To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on: TikTok: https://www.tiktok.com/@faworkshop Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop 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

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/ This episode’s guest is Cristina Briboneria (https://oxygenfinancial.com/). Cristina is originally from Los Angeles, CA but has lived in Houston, TX, Cleveland, OH, and now resides in Atlanta, GA. Cristina graduated from Oberlin College with degrees in Mathematics and History. Earning her CFP® designation from Oglethorpe University. In January of 2009, she joined oXYGen and is, currently, a Managing Partner. Cristina has since helped build a successful practice with where her team works with over 4000 clients and manages nearly $1 Billion in assets. To see short videos of all our best Financial Advisor Workshop tips follow us on: TikTok: https://www.tiktok.com/@faworkshop Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop 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

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/ As one of the founding Visionaries, Brett Gilliland (https://visionarywealthadvisors.com/) works on creating and executing the vision for the company, which is to provide world-class service to clients and grow to be the most prestigious wealth management firm in the markets we serve. Brett was instrumental in establishing the core values and culture within the company, which creates a positive, energetic environment for our clients, Visionaries, and staff. In addition to his duties as CEO of Visionary Wealth Advisors, Brett is an active member of the St. Louis Sports’ Commission and the Board of Directors for Southern Illinois University Edwardsville’s School of Pharmacy, and hosts a weekly Circuit of Success podcast, which was rated as one of the top entrepreneur podcasts in 2017. Brett and his wife, Julie, also founded Swing Fore Hope, a charity that funds cancer research and provides financial assistance to cancer patients https://www.linkedin.com/in/brettgilliland/ https://twitter.com/visionarywealth To see short videos of all our best Financial Advisor Workshop 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://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

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/ Gabriel Shahin (@FalconOfFinance) is the Principal and Founder of Falcon Wealth Planning. He has extensive experience in advanced tax planning, portfolio analysis, and investment management and has helped families and individuals reach their financial goals since 2003. Prior to founding Falcon Wealth Planning, Gabriel served as an Investment Consultant specializing in asset guidance for high net worth individuals at TD Ameritrade. He also held his FINRA Series 7 and 66 licenses before working with a fee-only advisory firm. Website:  www.followgabriel.com LinkedIn:  https://www.linkedin.com/in/gabrielshahin/ Website: https://www.falconwealthplanning.com/ Website: https://moreknowledgemorewealth.com/ Instagram: https://www.instagram.com/gabriel.shahin/ Twitter: https://twitter.com/FalconOfFinance To see short videos of all our best Financial Advisor Workshop 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://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

Download the “How To Reach $100M+ In Managed Assets” for FREE by going to https://FourStarWealth.com/Advisors Josh Patrick is a Certified Financial Planner® and a Financial Transitionist®. He knows how to help you get the most value from your business both from personal experience (selling his successful 90-employee business) and from helping countless others do the same. In this episode, he joins us to talk about his work with blue-collar businesses, and how to make the money your business makes today work so you can retire tomorrow. https://www.linkedin.com/in/josh-patrick-4018941a/ https://www.stage2planning.com/ Follow @FinancialAdvisorsWorkshop on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode! Connect with Brian Kasal and the Financial Advisor’s Workshop Channel and Podcast: To see short videos of all our best Financial Advisor Workshop 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://www.financialadvisorsworkshop.com/ Interested in working at FourStar: https://fourstarwealth.com/Advisors

Download our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://www.financialadvisorsworkshop.com/ John Kennedy (https://www.linkedin.com/in/john-kennedy-cfp%C2%AE-715a6a19/) is a partner and Certified Financial Planner at CandorPath Financial. He provides expert guidance to families and business owners on their journey to financial success. In this episode, we talk about how he started in the industry and his AHA moment in his Financial Advising career. Finally, he shares his secrets to maintaining and connecting with his clients every day. https://www.linkedin.com/in/john-kennedy-cfp%C2%AE-715a6a19/ https://candorpath.com/ To see short videos of all our best Financial Advisor Workshop 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://www.financialadvisorsworkshop.com/ Interested in working at FourStar: https://fourstarwealth.com/Advisors

Download the “How To Reach $100M+ In Managed Assets” for FREE by going to https://www.financialadvisorsworkshop.com/ Gil Baumgarten (http://segmentwm.com/) is a 37-year veteran of the investment industry and owner of Segment Wealth Management. He’s a multi-award-winning financial advisor, author, and family man. Gil explains the investing trends that the rich follow, how to use risk to your advantage and what are some of the key ways to achieve more than a billion dollars under asset management for his firm. Linkedin: https://www.linkedin.com/in/gil-baumgarten/ Twitter: https://twitter.com/gilbaum Facebook: https://www.facebook.com/GilBaumgartenAuthor/ Book: https://gilbaumgarten.com/book/ Website: http://segmentwm.com/ Follow @FinancialAdvisorsWorkshop on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode! To see short videos of all our best Financial Advisor Workshop 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://www.financialadvisorsworkshop.com/ Interested in working at FourStar: https://fourstarwealth.com/Advisors

Jeremy Keil, retirement planner and podcast host, shares his journey in financial planning and specialization in retirement planning. They discuss the importance of selling a service, strategies to minimize taxes in retirement planning, opportunity zones, personalized pension projections, and the benefits of using a podcast as a tool to reach clients.

Download our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://www.financialadvisorsworkshop.com/ Rick English (http://www.englishfinancial.net/) works independently as the Founder and Senior Financial Advisor of English Financial. He works with Business Owners and their CPAs to Reduce Taxes, Increase cash flow (business & personal), Secure dependable sources of TAX-FREE RETIREMENT INCOME to age 100 and beyond, Retain and Reward Key Employees; and Leave a larger than planned TAX-FREE Legacy. In this episode he talks about his beginnings in the industry and how he has built his name and business with the right attitude and approach. https://www.linkedin.com/in/rick-english-chfc-cap-clu-iar-texas-46a79b127/ Connect with Brian Kasal and the Financial Advisor’s Workshop Channel and Podcast: To see short videos of all our best Financial Advisor Workshop 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://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

Download our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://www.financialadvisorsworkshop.com/ Dan Moisand is a fee-only financial advisor residing in Melbourne, Florida. He is regarded by many as one of America’s top financial advisors for retirees and near retirees. A happily married father of two, he is a past national President of the Financial Planning Association, and has been featured as one of America’s top financial planners by at least 10 financial planning publications https://twitter.com/MFTWealth https://moisandfitzgerald.com/ Connect with Brian Kasal and the Financial Advisor’s Workshop Channel and Podcast: To see short videos of all our best Financial Advisor Workshop 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://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