#26 Financial Advising in a Changing Landscape and Economy w/ Morgan Stone, President at Stone Wealth Management

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://financialadvisorsworkshop.com/ Morgan Stone (https://stonewealthatx.com/) is a CERTIFIED FINANCIAL PLANNER™ and the President of Stone Wealth Management, a fee-only independent registered investment advisory firm based in Austin, Texas. As a fee-only advisory, Morgan Stone’s commitment is always to his clients rather than to a particular product or fund. Morgan understands that everything starts with learning about his clients – their goals, dreams, and concerns. He joins us to talk about his journey from working in Trust to becoming a financial advisor, and how the pandemic has changed the industry as we adjust to the volatile economy. https://www.linkedin.com/in/morganstone1/ https://twitter.com/StoneWealthMgmt https://stonewealthatx.com/ To see short videos of all our best Financial Advisor Business Growth tips from each episode 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