#70 Balancing Insurance and Investment Strategies w/ Stephen Stricklin, President & CEO, Wise Wealth, LLC | Simplify Your Retirement

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Stephen Stricklin (https://wisewealth.com/), President and founder of Wise Wealth, LLC, is a Certified Financial Planner® dedicated to educating and empowering Main Street investors. Not only does Stephen work directly with clients, but he also educates the public about successful financial planning through his Simplify Your Retirement Course. In this episode, Brian and Stephen discuss: 1. Balancing Investment and Insurance Strategies 2. The Impact of Education in Client Relationships 3. Educate Not Just Prospects, But Existing Clients Too 4. Why Financial Education Matters LinkedIn: https://www.linkedin.com/in/stephenstricklin/ Website:  https://wisewealth.com/         Course Website: https://simplifyyourretirement.com/   Youtube: https://www.youtube.com/@SimplifyYourRetirement    Instagram: https://www.instagram.com/wisewealthllc/?hl=en Facebook: https://www.facebook.com/wisewealthkc/ 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