#9 Conversations You Need To Have With Your Clients w/ Brett Gilliland - Founder | CEO at Visionary Wealth Advisors & Host of The Circuit of Success episode artwork

EPISODE · Apr 27, 2022 · 40 MIN

#9 Conversations You Need To Have With Your Clients w/ Brett Gilliland - Founder | CEO at Visionary Wealth Advisors & Host of The Circuit of Success

from Financial Advisor's Workshop with Brian Kasal · host Brian Kasal

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/ As one of the founding Visionaries, Brett Gilliland (https://visionarywealthadvisors.com/) works on creating and executing the vision for the company, which is to provide world-class service to clients and grow to be the most prestigious wealth management firm in the markets we serve. Brett was instrumental in establishing the core values and culture within the company, which creates a positive, energetic environment for our clients, Visionaries, and staff. In addition to his duties as CEO of Visionary Wealth Advisors, Brett is an active member of the St. Louis Sports’ Commission and the Board of Directors for Southern Illinois University Edwardsville’s School of Pharmacy, and hosts a weekly Circuit of Success podcast, which was rated as one of the top entrepreneur podcasts in 2017. Brett and his wife, Julie, also founded Swing Fore Hope, a charity that funds cancer research and provides financial assistance to cancer patients https://www.linkedin.com/in/brettgilliland/ https://twitter.com/visionarywealth To see short videos of all our best Financial Advisor Workshop tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw 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/ Interested in working at FourStar: https://fourstarwealth.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

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#9 Conversations You Need To Have With Your Clients w/ Brett Gilliland - Founder | CEO at Visionary Wealth Advisors & Host of The Circuit of Success

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