Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com

Liz Miller, the founder and president of Summit Place Financial Advisors in New Jersey. Liz has a storied career, having started as a mergers and acquisitions analyst at First Boston and eventually becoming the chief investment officer of an investment management firm. Join us as we dive into Liz's fascinating journey and learn more about the evolution of financial advising.

In this episode Brian and Liz Miller discuss:

 https://www.linkedin.com/in/liz-miller-cfa-cfp-5100096/

 http://www.summitplacefinancial.com/

 https://twitter.com/summitpl

To see short videos of all our best FA Business Growing tips follow us on:

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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

John L Jenkins is a Senior Financial Adviser at Asset Preservation Strategies (http://www.asset-preservation.com/) who shares his insights into retaining and preserving generational wealth, his experience in the financial industry and how to give back to the community.

In this episode Brian Kasal and John Jenkins discuss:

1. Retaining Wealth

2. Creating Legacies

3. The Importance of Communication

4. The Principle of Reciprocity

https://www.linkedin.com/in/theretirementincomespecialist/

https://twitter.com/CollegePAmerica

To see short videos of all our best FA Business Growing tips follow us on:

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

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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

Asset Preservation Strategies is a DBA of Axxcess Wealth Management, LLC (Axxcess), an SEC Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Axxcess and its representatives are properly licensed or exempt from licensure.

The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.

Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com

Andy Esser is a Financial Advisor at Edward Jones, guiding people through advanced strategies that optimize wealth, protect resources, take care of families, and secure legacies for the causes dearest to his clients' hearts.

In this episode, Brian and Andy discuss:

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

Website: http://www.edwardjones.com/

Website: http://twitter.com/andy_esser/

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

To see short videos of all our best FA Business Growing tips follow us on:

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

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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

Mark Mitamura (https://www.reserveinvestments.com/) is the CEO of The Reserve Investments, LLC, and specializes in retirement planning and implementing retirement plans in small businesses.

In this episode, Brian and Mark discuss:

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

Website: https://www.reserveinvestments.com/

Facebook: https://www.facebook.com/ReserveInvestments

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/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://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

Nick Cantrell (https://www.greenfuturewealth.com/) founded Green Future Wealth Management to provide holistic financial planning that is independent and specializes in helping clients align their values with their financial planning, through the use of socially responsible and values-based investments.

In this episode Brian and Nick discuss:  

     - Helping Clients Manifest Their Values Into Their Investments 

     - Assessing the Alignment of Your Plan with Your Clients' Current Securities 

     - Developing Value-oriented Portfolios for Clients 

     - What Clients Want From Financial Advisors 

https://www.linkedin.com/in/nickcantrell/ 

 https://www.finra.org/ 

https://www.sipc.org/ 

 https://www.greenfuturewealth.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/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://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

In this episode Ben Offit (https://www.offitadvisors.com/), a Certified Financial Planner and principal of Offit Advisors, and Brian discuss:

https://www.linkedin.com/in/benoffit/

https://www.offitadvisors.com/

https://twitter.com/AdvisorsOffit

https://www.instagram.com/mrsportsy/

https://www.facebook.com/OffitAdvisors

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/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://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

In this episode, John Olson (https://www.2250financial.com/) and Brian Kasal discuss: 

-How To Handle A Growing Client Base 

-The Greatest Tool For Client Retention 

-One Simple Method To Gain Client Trust 

-The Difference Between Investment Management And Financial Planning   

John has served many clients including military, federal, civilian, retirees, and young families, guiding them through all of life's milestones and challenges. John started 2250 Financial Services in 2020  in honor of his late father, John.   

Office Address: 251 Najoles Rd, Suite G, Millersville, MD 21108 

Office Phone: 410-774-6723

Website: https://www.2250financial.com/  

Twitter: https://twitter.com/JohnWOlson4

Securities and advisory services offered through Commonwealth Financial  Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed  insurance products and services offered through CES Insurance Agency or  2250 Financial Services, Inc.

To see short videos of all our best FA Business Growing tips follow us on:

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

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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.financialadvisorworkshop.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

Jorge Padilla (https://www.meirawealth.com/) is a principal, senior client advisor and director of investments at Meira, an independent financial advisory firm. 

In this episode Brian and Jorge discuss:

And so much more!

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/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://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

Bryan Sweet (https://www.sweetfinancial.com/) is a Forbes Best-in-State Wealth Advisor at Sweet Financial Partners, and the creator of the Dream Architect, where he helps people live their ideal futures. 

In this episode Brian and Bryan discuss:

And so much more!

Website: https://www.ewasymposium.com/

Website: https://www.sweetfinancial.com/

LinkedIn: https://www.linkedin.com/bryansweet/

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/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.financialadvisorworkshop.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

Justin Makris (https://www.justinmakris.com/) is a partner at Wealth Design Group. They have been working with business owners, attorneys, physicians and executives to help strategically balance their current lifestyle and financial needs with long term confidence and success. Justin and his firm work to empower families to experience purpose, freedom and abundance. Their mission is to inspire and coach families on the truths of investing and design a plan that supports their purpose. Clients have access to products, specialists, and services tailored to fit their unique needs and specific goals.

https://www.linkedin.com/in/justin-a-makris-aa77b250/

https://www.justinmakris.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/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