#54 The Unavoidable Dilemma: Serving Shareholders and Clients w/ Ben VerWys, Founder & Senior Financial Advisor, Fiduciary Financial Advisors

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Ben VerWys (https://forfiduciary.com/) is an award-winning financial advisor who serves as the Founder & Senior Financial Advisor of Fiduciary Financial Advisors. He assists clients in managing their finances as a business owner, executive, and technology leader. In this episode, Brian and Ben discuss: 1. Breaking Free From Restrictive Advisor Agreements 2. Seek Advisors Who Prioritize Your Interest 3. Shareholders vs. Clients 4. Non-Negotiables For Advisor-Focused Firms LinkedIn: https://www.linkedin.com/in/benverwys/ Company LinkedIn: https://www.linkedin.com/company/fiduciaryfinancialadvisors/ Website: https://forfiduciary.com/ Twitter: https://twitter.com/benverwys 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://www.financialadvisorsworkshop.com/ Work with 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