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Financial Advisor's Workshop with Brian Kasal

Por: Brian Kasal

Interviews with the World's Most Successful Financial Advisors.

Hosted by Brian Kasal the Founder and CEO of FourStar Wealth in Chicago, IL.

102 episodios disponibles

Latest episodes of the podcast Financial Advisor's Workshop with Brian Kasal

#102 Why the Wealthiest Clients Want a Virtual Family Office, Not a Plan w/ Anton Anderson, CEO, Elite Resource Team 05/05/2025

#100 Is the 1% AUM Model Dying? The Rise of Retainer-Based Financial Planning w/ David Clayman, Co-Founder, CEO, & Wealth Manager, Twelve Points Wealth Management 02/04/2025

#99 Marketing Beyond Seminars: Unconventional Ways to Win Clients w/ Art Meconi, Private Wealth Advisor, Ameriprise Financial Services, LLC 17/03/2025

#98 Surge Meetings: The Productivity Hack Every Advisor Needs w/ Todd Bryant, Founding Partner, Signature Wealth Partners, LLC 27/02/2025

#97 Mastering Sustainable Finance w/ Jeff Gitterman, Partner & CEO, Gitterman Wealth Management, LLC 13/01/2025

#96 Finding Clients in a 30-Mile Radius w/ Rob Hoxton, Founding Member, Hoxton Planning & Management 11/11/2024

#95 Challenges and Triumphs of Starting a Diverse Financial Firm w/ Rhys Williams, Chief Strategist & Portfolio Manager, Wayve Capital Management 21/10/2024

#94 Guiding New Dentists, Vets, and Pharmacists to Financial Freedom w/ Mark Johnson, Wealth Advisor, RBF Wealth Advisors 14/10/2024

#93 Why Listening More and Talking Less Leads to Greater Client Success w/ Jason Lund, Investment Advisor Representative, Lund Financial Management 07/10/2024

#92 Building A Financial Advisory Practice with Physicians w/ Robert Schultz, Certified Financial Planner, NWF Advisory 30/09/2024

#91 From Ego to Empathy: Putting Clients First in Every Conversation w/ Matt Miller, Founder, Upleft 23/09/2024

#90 From Planner to Partner: The Road to Firm Ownership w/ Dan Lash, Partner & Financial Advisor, VLP Financial Advisors 16/09/2024

#89 Crafting Memorable Client Experiences: Why Personality Matters w/ Marc Horner, Founder & Wealth Advisor, Fairhaven Wealth Management 09/09/2024

#88 The Right People On The Right Bus: Navigating Team Alignment w/ Darby Affeldt, Financial Advisor & Insurance Broker, North Star Resource Group 02/09/2024

#87 The Power of the Cash Reserve w/ Frank Levine, Registered Representative, Certified Financial Services 26/08/2024

#86 Navigating Financial Planning for Divorced Clients w/ Raquel Hinman, Owner and President, Hinman Financial Planning, Inc. 22/07/2024

#85 From Seminars to Referrals: Building A Steady Stream of New Clients w/ Jim Allen, President & Chief Financial Planner, Anchor Bay Capital Inc. 15/07/2024

#84 The Art vs Science of Financial Advising w/ Meghan Railey, Founder & CFO, Optas Capital 08/07/2024

#83 Understanding the Real Fiduciary Standard w/ Ryan Fleischer, Founder & Chairman, Revolution Group, LLC 24/06/2024

#82 Specialized Financial Planning for Special Needs Clients w/ Mike Walther, Founder & President, Oak Wealth Advisors, LLC 23/05/2024

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