#51 Making A Difference In Clients' Lives w/ Ray Godleski, Financial Advisor, Hornor, Townsend & Kent, LLC

Download “How to Find Ultra High Net Worth Clients” from ⁠⁠⁠⁠https://FinancialAdvisorsWorkshop.com⁠ Ray Godleski (https://www.strategicplanninggroup.com/) is a financial advisor based in Cumming, Georgia, with 16 years of experience in the financial sector. He is an employee of Hornor, Townsend & Kent, LLC - a leading financial advisory firm offering a wide range of services, including financial planning, portfolio management, and pension consulting. In this episode, Brian and Ray discuss: 1. The Fiduciary Mindset in Financial Planning 2. New Money And Conservative Investing 3. Planning For Your Financial Future: A Mix of Investment And Annuity Chassis 4. Helping Clients Cut Through The Financial Clutter LinkedIn: https://www.linkedin.com/in/raygodleski/ Website: https://www.strategicplanninggroup.com/ Twitter: https://twitter.com/SuwaneeRay 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