#48 The Appeal of Fixed Contracts And Annuities w/ Mark Willis, CFP and Owner, Lake Growth Financial Services

Download “How to Find Ultra High Net Worth Clients” from ⁠⁠⁠https://FinancialAdvisorsWorkshop.com⁠ Mark Willis (https://lakegrowth.com/) is a Certified Financial Planner™, a three-time #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois, and co-host of the Not Your Average Financial Podcast™.  In this episode, Brian Kasal and Mark Willis discuss: 1. Strategies for Attracting the Right Clients and Repelling the Wrong Ones 2. Training and Mentoring Other Advisors to Grow Your Practice 3. Learn the Secrets to Mastering Financial Planning  4. Making a Lasting Impact On Your Clients’ Financial Future – and Your Own! Website: https://nyafinancialpodcast.com/ LinkedIn: https://www.linkedin.com/in/marklakegrowth/ Twitter: https://twitter.com/LakeGrowth Youtube: https://www.youtube.com/c/NotYourAverageFinancialPodcast 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://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