Financial Advisor's Workshop with Brian Kasal

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ 

Rob Hoxton (https://hoxtonpm.com/) is a thirty-year veteran of the financial planning profession with more than twenty years as a CFP® professional. Before his current role, Rob was vice president and head of office for Goldman Sachs PFM and CEO and founder of Hoxton Financial, Inc./HFI Wealth Management in Shepherdstown, West Virginia, and Winchester, Virginia.

In this episode, Brian and Rob discuss:

1. Fee Compression: Myths, Realities, and Survival Strategies

2. How to Grow Without Minimums

3. How Podcasting Can Boost Your Financial Planning Practice

4. Client Referrals and Traditional Growth Strategies for Advisors

LinkedIn: https://www.linkedin.com/in/robhoxton/ 

Website: https://hoxtonpm.com/ 

Book: https://www.amazon.com/Think-Ahead-Reasons-Financial-Planner/dp/154562576X 

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/ 

With over three decades in asset management, Rhys Williams (https://wayvecapital.com/) has managed significant public equity portfolios, including up to $2 billion during his tenure at Columbia Partners. He later joined Spouting Rock Asset Management as Chief Strategist, developing equity strategies now managed exclusively at Wayve Capital.

In this episode, Brian and Rhy discuss:

1. Challenges and Triumphs of Starting a Diverse Financial Firm

2. Balancing Institutional Ambitions with Private Client Focus

3. Partnering Across Generations

4. Institutional vs. Private Clients

LinkedIn: https://www.linkedin.com/in/rhys-williams-cfa-262b844/ 

Website: https://wayvecapital.com/ 

Twitter: https://x.com/rhyswil1775 

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/ 

Mark D. Johnson (https://www.rbfadvisors.net/) serves as a wealth advisor with RBF Wealth Advisors. Mark helps families, retirees, healthcare professionals, business owners, and corporate executives plan for success across all aspects of their financial life.Mark is also the founder of StudentLoansRx, which helps emerging healthcare professionals create plans to address their student loan debt in the most cost-effective manner based on their career and other financial goals that may include practice ownership.

In this episode, Chris and Mark discuss:

1. Guiding New Dentists, Vets, and Pharmacists to Financial Freedom

2. The Advantage of Early Financial Guidance for Young Professionals

3. Building Human-Centered Relationships

4. Tapping Into Healthcare Professionals with Student Loan Debt

LinkedIn: https://www.linkedin.com/in/mark-johnson-089951180/ 

Website: https://www.rbfadvisors.net/ 

               https://dentalwealthrx.com/ 

               https://www.studentloansrx.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/ 

For over three decades, Jason Lund (https://lundfinancialmanagement.com/) has specialized in retirement and financial strategy, distribution planning, legacy transfer, and insurance programs. As an experienced IRA consultant, Jason offers accountants and their clients expert guidance on IRA and 401(k) matters, utilizing in-depth industry knowledge and skills to help clients minimize taxes and maximize the value of the retirement income they have spent a lifetime building.

In this episode, Brian and Jason discuss:

1. Engaging High-Net-Worth Clients with Fiduciary Expertise

2. Why 'Sit Down, Shut Up, and Listen' Is the Key to Long-Term Client Trust

3. Understanding Deferred Sales Trusts

4. How to Leverage Business Networks Like BNI for Financial Advisory Growth

LinkedIn: https://www.linkedin.com/in/jasonlundwmc/ 

Website: https://lundfinancialmanagement.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/ 

For over 20 years, Robert Schultz (https://www.robschultzwealth.com/) has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician’s unique and growing practice. Robert is a recognized and frequent speaker at residency programs in California, Nevada, and Arizona, staying current on the challenges physicians face today.

In this episode, Brian and Robert discuss:

1. How Financial Advisors Can Thrive in a Supportive Community

2. The Future of Broker-Dealer Consolidation and What It Means for Advisors

3. Building A Practice with Doctors

4. What Consolidation of Practice Can Bring

LinkedIn: linkedin.com/in/rob-schultz-cfp®-cdfa®-9315513a 

Website: https://www.robschultzwealth.com/ 

               https://www.nwfadvisory.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/ 

Matt Miller (https://www.upleftfinancial.com/) is the founder of Upleft. After a finance career spanning over 20 years and three time zones, Matt found himself driven by a belief that the industry could simply do better to serve the public. This led him to build Upleft, where he crafts personalized financial strategies for clients in all areas of the United States today. The Upleft process seeks to bring people from a state of potential nervousness or worry to contentment, comfort, and confidence. 

In this episode, Matt and Brian discuss:

1. From Ego to Empathy: Putting Clients First in Every Conversation

2. The 90-Minute Discovery Meeting: Connecting with Clients on a Deeper Level

3. Crafting Your Unique Value Proposition

4. What Financial Advisors Can Learn from Buddhism

LinkedIn: https://www.linkedin.com/in/mattmillerinvest/  

Website: https://www.upleftfinancial.com/  

Blog: https://www.upleftfinancial.com/logbook 

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/ 

With over 25 years in the financial industry, Dan Lash (https://www.vlpfa.com/⁠) specializes in wealth accumulation, distribution, retirement, and tax planning. He works with individuals and families to help them create and pursue their financial goals. Dan is a Partner & Financial Advisor at VLP Financial Advisors, an independent wealth services firm offering a full spectrum of financial services. 

In this episode, Brian and Dan discuss:

1. The Power of Unified Investment Strategies

2. Focusing on What You Can Control in Financial Planning

3. Balancing Risk and Reality

4. The Importance of Diversification

LinkedIn: https://www.linkedin.com/in/daniel-p-lash-cfp%C2%AE-aif%C2%AE-19a9ba8/ 

Website: https://www.vlpfa.com/ 

Article: https://business.gmu.edu/news/2024-01/financial-planning-and-wealth-management-advisory-board-chair-increases-students 

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/ 

Marc Horner (https://www.linkedin.com/in/mhorner/) is the Founder of Fairhaven Wealth Management, a wealth management and financial planning firm based in Wheaton, Illinois. Fairhaven oversees approximately $1 billion in assets under management for approximately 500 clients. Through creative marketing tactics, like creating the fictitious financial advisory firm Bear Brothers and the award-winning Million Dollar Cup of Coffee financial literacy video series, Fairhaven brings a fresh approach to financial planning and investing.

In this episode, Brian and Marc discuss:

1. How Acquisitions Can Drive Growth for Financial Advisors

2. Crafting Memorable Client Experiences: Why Personality Matters

3. Using Creative Marketing to Stand Out 

4. Why Client Experience Matters More Than Investments

LinkedIn: https://www.linkedin.com/in/mhorner/ 

Company LinkedIn: https://www.linkedin.com/company/fairhaven-wealth-management/ 

Website: https://www.fairhavenwealth.com/ 

               https://www.thebullbearclub.com/ 

               https://www.milliondollarcupofcoffee.com/ 

Instagram: https://www.instagram.com/fairhaven_wealth/ 

YouTube: https://www.youtube.com/@fairhavenwealth 

Podcast: https://www.fairhavenwealth.com/podcast 

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/ 

Darby Affeldt (https://www.northstarfinancial.com/), DVM, RICP®, is a highly credentialed financial advisor with a passion for education and helping clients achieve their financial goals. Growing up in Colorado, Darby developed a love for the outdoors and pursued both her bachelor’s and doctorate degrees from Colorado State University. Her background as a Doctor of Veterinary Medicine uniquely positions her to understand the financial needs of veterinarians and other professionals in the medical field.

In this episode, Brian and Darby discuss:

1. The Right People on the Right Bus: Navigating Team Alignment

2. Breaking Free from the Small Client Mindset

3. The Power of Niche Marketing

4. How to Leverage Your Background to Create a Unique Financial Practice

LinkedIn: https://www.linkedin.com/in/darbyaffeldt/ 

Website: https://www.northstarfinancial.com/ 

Book: https://www.amazon.com/Books-Darby-L-Affeldt-DVM/s?rh=n%3A283155%2Cp_27%3ADarby+L+Affeldt+DVM 

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/ 

Known for Financial Triage, Frank Levine (https://www.cfsllc.com/) a Registered Representative for Certified Financial Services possesses the art of knowing what to do in the proper order. Thus helping clients prioritize fiscal decisions. His mission is to enable people to make well-informed financial decisions. A protection-first philosophy ensures what you have has limited risk exposure. The confusion & misconceptions prevalent on the internet make proper guidance essential.

In this episode, Brian and Frank discuss:

1. Teaching Clients the Right Financial ‘Swing’

2. Why a Strong Cash Reserve is Key to Financial Security

3. Debunking the 'Buy Term and Invest the Difference' Myth

4. The Hidden Costs of Financial Decisions

LinkedIn: https://www.linkedin.com/in/frankzlevine/ 

Website: https://www.cfsllc.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