#81 Leveraging Trust to Expand Your High Net Worth Client Base w/ Elliot Kallen, Owner & Wealth Advisor, Prosperity Financial Group, Inc.

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Elliot H. Kallen (https://prosperityfinancialgroup.com/) is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been a CEO of two other companies before forming Prosperity Financial Group, Inc. and is a frequent keynote speaker to charities, podcasts and radio shows on motivation, leadership, charitable work, marketing and various financial subjects. In this episode, Brian and Elliot discuss: 1. The Art of Underpromising and Overdelivering in Financial Advisory 2. Leveraging Trust to Expand Your High Net Worth Client Base 3. The Story Behind Brighter Day Foundation 4. Exploring Liquid Alternatives LinkedIn: https://www.linkedin.com/in/elliotkallen/  Website: https://prosperityfinancialgroup.com/  Charity Website: https://abrighterday.info/  Instagram: https://www.instagram.com/prosperityfinancialgroup/  Facebook: https://www.facebook.com/ProsperityFinancialGroupInc/  YouTube: https://www.youtube.com/channel/UCynH32iE0vZHwczDLmluCNw  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