#29 Helping Any Client To Retirement In 20 Years w/ Laura Holcombe - Financial Advisor at Resource Financial, Inc.

Download our FREE Guide on “How To Find Ultra High Net Worth Clients"” from https://financialadvisorsworkshop.com/ Laura Holcombe (https://www.resourcefinancial.com/) is a third generation graduate of Oregon State University and has worked in financial services since 1985. Laura has Series 7 and Series 66 registrations.  She is life and health Insurance licensed as well as being a Stock Broker and Investment Advisor Representative.  Laura honed her speaking skills at the local Toastmasters International, and along with the other advisors in the firm, she teaches classes throughout the year at Portland Community College and local businesses.  She shares her secrets on building lasting relationships with new clients, anchored around trust, personality, and customer service. LinkedIn: https://www.linkedin.com/in/laura-holcombe-cfp%C2%AE-07ba9999/ Website: https://www.finra.org/ Website: https://www.sipc.org/ Website: https://www.resourcefinancial.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://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