#37 Identifying Whether Your Clients' Securities Match Your Plan's Objectives w/ Nick Cantrell - Founder and Wealth Advisor at Green Future Wealth Management

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