All Episodes
Financial Advisor's Workshop with Brian Kasal — 102 episodes
#102 Why the Wealthiest Clients Want a Virtual Family Office, Not a Plan w/ Anton Anderson, CEO, Elite Resource Team
#100 Is the 1% AUM Model Dying? The Rise of Retainer-Based Financial Planning w/ David Clayman, Co-Founder, CEO, & Wealth Manager, Twelve Points Wealth Management
#99 Marketing Beyond Seminars: Unconventional Ways to Win Clients w/ Art Meconi, Private Wealth Advisor, Ameriprise Financial Services, LLC
#98 Surge Meetings: The Productivity Hack Every Advisor Needs w/ Todd Bryant, Founding Partner, Signature Wealth Partners, LLC
#97 Mastering Sustainable Finance w/ Jeff Gitterman, Partner & CEO, Gitterman Wealth Management, LLC
#96 Finding Clients in a 30-Mile Radius w/ Rob Hoxton, Founding Member, Hoxton Planning & Management
#95 Challenges and Triumphs of Starting a Diverse Financial Firm w/ Rhys Williams, Chief Strategist & Portfolio Manager, Wayve Capital Management
#94 Guiding New Dentists, Vets, and Pharmacists to Financial Freedom w/ Mark Johnson, Wealth Advisor, RBF Wealth Advisors
#93 Why Listening More and Talking Less Leads to Greater Client Success w/ Jason Lund, Investment Advisor Representative, Lund Financial Management
#92 Building A Financial Advisory Practice with Physicians w/ Robert Schultz, Certified Financial Planner, NWF Advisory
#91 From Ego to Empathy: Putting Clients First in Every Conversation w/ Matt Miller, Founder, Upleft
#90 From Planner to Partner: The Road to Firm Ownership w/ Dan Lash, Partner & Financial Advisor, VLP Financial Advisors
#89 Crafting Memorable Client Experiences: Why Personality Matters w/ Marc Horner, Founder & Wealth Advisor, Fairhaven Wealth Management
#88 The Right People On The Right Bus: Navigating Team Alignment w/ Darby Affeldt, Financial Advisor & Insurance Broker, North Star Resource Group
#87 The Power of the Cash Reserve w/ Frank Levine, Registered Representative, Certified Financial Services
#86 Navigating Financial Planning for Divorced Clients w/ Raquel Hinman, Owner and President, Hinman Financial Planning, Inc.
#85 From Seminars to Referrals: Building A Steady Stream of New Clients w/ Jim Allen, President & Chief Financial Planner, Anchor Bay Capital Inc.
#84 The Art vs Science of Financial Advising w/ Meghan Railey, Founder & CFO, Optas Capital
#83 Understanding the Real Fiduciary Standard w/ Ryan Fleischer, Founder & Chairman, Revolution Group, LLC
#82 Specialized Financial Planning for Special Needs Clients w/ Mike Walther, Founder & President, Oak Wealth Advisors, LLC
#81 Leveraging Trust to Expand Your High Net Worth Client Base w/ Elliot Kallen, Owner & Wealth Advisor, Prosperity Financial Group, Inc.
#80 Market Volatility and Investor Psychology w/ Spencer Sherman, Founder, Abacus Wealth Partners, LLC
#79 Advising Across Borders: Navigating Challenges in International Finance w/ Tom Zachystal, President & Chief Investment Manager, Individual Asset Management
#78 Tailoring Your Practice For Tomorrow's Clients w/ Peter Disch, Founder & Managing Member, Great Point Wealth Advisors, LLC
#77 Exploring Innovations in Portfolio Construction w/ Brett Nelson, CLU®, Wealth Advisor, Prevail Innovative Wealth Strategies
#76 Providing Value Beyond Numbers as Financial Advisors w/ Yusuf Abugideiri, Partner & Senior Financial Planner, Yeske Buie
#75 Bridging The Divide Between Female Donors and Investment Management w/ Nicole Gopoian Wirick, Financial Planner & President, Prosperity Wealth Strategies
#74 Unlocking The Secrets of TIAA Traditional w/ Greg Shepard, Financial Advisor, S&A Financial Services, Inc.
#73 Lessons from The School of Hard Knocks w/ Sreeni Meka, CFA, CFP, Financial Advisor, Lakeland Wealth Management Services LLC
#72 From Growing to Thriving Financially w/ Dr. Nicole Simpson, Founder and CEO, Harvest Wealth Financial
#71 Empowering Hispanic Financial Advisors in the US w/ Alonso Rodriguez Segarra, CEO & Founder, Advise-Financial
#70 Balancing Insurance and Investment Strategies w/ Stephen Stricklin, President & CEO, Wise Wealth, LLC | Simplify Your Retirement
#69 Crafting Personalized Financial Paths w/ Charles Hinde, Wealth Advisor, Heritage Investments
#68 Individualized Strategies for A Comfortable Retirement w/ Russell G. Luce, Senior Partner & Founder, Planning Legacies Financial Group
#67 The Comprehensive Financial Planning Experience w/ Stanley Funches, President/Financial Advisor, INTELUS Wealth Management, LLC
#66 Drip Marketing Strategies for Financial Advisors w/ Kirk Licata Financial Advisor, LongView Wealth Management
#65 Decoding Investment Personalities w/ James Lee, Founder, StratFI
#64 Educating Clients on The Investment Game w/ Aaron Karas, Certified Financial Planner, Insight Wealth Strategies
#63 From Human Resources to Financial Planning w/ Liz Gillette, Certified Financial Planner, Bay Point Wealth
#62 From USAF to Financial Planning w/ Nate Oltmans, CEO and Partner, Cornerstone Wealth Management
#61 Client-Centric Financial Planning w/ Nic Nielsen, Financial Planner, Know My Plan
#60 Adaptive Strategies For Financial Crisis Management w/ Christopher Manske, Founder & President, Manske Wealth Management
#59 Embracing Technology in Financial Advisory w/ Joshua Cavett, Financial Advisor, Beaumont Wealth Advisors
#58 The Three C’s of Finance w/ Jamie Menges, Vice-President & Shareholder, PDS Planning Inc
#57 Surviving 2022 as a Business w/ Richard DeBono, Financial Advisor, Sierra Ridge Wealth Management
#56 The Importance of Serving Clients Based on Their Needs w/ Damon King, Certified Financial Planner, ChappelWood Financial Services
#55 Finding Your Financial Niche w/ Sam Brownell, Founder, Stratus Wealth Advisors
#54 The Unavoidable Dilemma: Serving Shareholders and Clients w/ Ben VerWys, Founder & Senior Financial Advisor, Fiduciary Financial Advisors
#53 The Future of Financial Advising w/ Matthew Filik, Certified Financial Planner, ClearFocus
#52 Understanding The Fiduciary Standard w/ JR Robinson, Founder, Financial Planning Hawaii
#51 Making A Difference In Clients' Lives w/ Ray Godleski, Financial Advisor, Hornor, Townsend & Kent, LLC
#50 Connecting With Clients: Sports Metaphors in Finance w/ Ari Baum, CEO, Endurance Wealth Partners
#49 Overcoming The Fear of High Net Worth Prospects w/ Erin Botsford, Creator of the Elite Advisor Success System
#48 The Appeal of Fixed Contracts And Annuities w/ Mark Willis, CFP and Owner, Lake Growth Financial Services
#47 Building Multi-Generational Client Relationships w/ Joe Breslin, Partner at Armstrong ∙ Dixon
#46 Eliminating Future Risks: Creating Solutions for Fiduciary Compliance w/ Joe Clark | Managing Partner at Financial Enhancement Group
#45 Top 3 Things That Matter: Religion, Family, and Money w/ Jeff Nauta | Principal at Henrickson Nauta W. A.
#44 Understanding the 2022 Market Anomaly w/ Brian Kasal | CEO at Fourstar Wealth Advisors
#43 Bridging the Gender Gap in Financial Education w/Stacy Francis, President & CEO at Francis Financial
#42 The Evolution of Financial Planning: From Sales to Stewardship w/ Marc Shaffer, CFO at Searcy Financial and Principal at Allos Investment Advisors
#41 Launching a Firm during Uncertain Times (like 2008) w/ Liz Miller | Founder and President of Summit Place Financial Advisors
#40 Preserving Legacies: Working With Multi-Generational Clients w/ John Jenkins | Senior Financial Adviser at Asset Preservation Strategies
#39 Empowering Your Clients By Connecting Their Goals To Their Values w/ Andy Esser, Financial Advisor at Edward Jones
#38 Protecting Your Clients' Investments In A Down Market w/ Mark Mitamura | CEO at The Reserve Investments
#37 Identifying Whether Your Clients' Securities Match Your Plan's Objectives w/ Nick Cantrell - Founder and Wealth Advisor at Green Future Wealth Management
#36 The Real Risk Is Not Being Ready For When The Market Rebounds w/ Ben Offit | Principal at Offit Advisors
#35 How To Set Up Clients To Weather Any Storm w/ John Olson | Financial Advisor and President at 2250 Financial Services, Inc.
#34 Turning Your Clients' Children Into Clients w/ Jorge Padilla, Principal, Senior Client Advisor and Director of Investments at Meira
#33 The 4 Step Process To Help Clients Build Their Dream Lives w/ Bryan Sweet | Founder and CEO Of Sweet Financial Partners
#32 Want More Clients? Join A Club! w/ Justin Makris, Financial Advisor at Wealth Design Group
#31 The Impact of Fintech and Digital Assets on Financial Advisor Services w/ Richard Archer | Owner/President of Archer Investment Management
#30 Using a Niche Market to Build a Successful Financial Firm w/ Darren Wurz - Wurz Financial Services
#29 Helping Any Client To Retirement In 20 Years w/ Laura Holcombe - Financial Advisor at Resource Financial, Inc.
#28 Adding Tax Planning Services Is Not That Taxing w/ Kevin Clark, Financial Advisor at Ameriprise Financial Services, LLC
#27 Should You Outsource Your Clients' Portfolio Management? w/ Brandon Steele | CEO/Founder at Mainsail Financial Group
#26 Financial Advising in a Changing Landscape and Economy w/ Morgan Stone, President at Stone Wealth Management
#25 Success Secrets For Independent Financial Advisors w/ Doug Gjerde, Managing Partner and Wealth Advisor at Heritage Financial Partners
#24 Building Your Practice From $0 To $100 Million w/Michael Garry, Founder & CEO Yardley Wealth Management
#23 How to Manage Your Clients Wealth Effectively w/Lisa Kirchenbauer | Founder & President at Omega Wealth
#22 Taxes and Tax Planning w/Jordan Flowers, Financial Advisor at Wealth Financial Services & Tax Advisory
#21 When To Risk It All And When To Play It Safe w/ Mike Rubino | President at Rubino Financial, Inc
#20 Managing The Complexities of Wealth w/ Bob Stone | Founder & Advisor at Telemus
#19 Growing Your Money With Your Community Through ESG w/ RJ Devick, Partner/Financial Advisor at Bond & Devick Wealth Partners
#18 Impactful Wealth Transition Planning w/ Ahmie Baum | Founder & CEO at Interchange Capital Partners
#17 The Secrets to Becoming a Successful Financial Advisor w/ David Medina, Founder & Investment Advisor Representative at Stewardship Financial
#16 The Science of Building Trust in Wealth Management w/ Chris Janeway, Founder and President of Four Point Wealth
#15 Maximizing Your Impact on Your Clients w/ Danna Jacobs, Co-Founder of Legacy Care Wealth
#14 Time To Focus on ‘High Earners, Not Rich Yet’ Clients? w/Timothy Bickmore, Director of Financial Planning/Co-Founder at LBW Wealth Management
#13 Can An Investment Advisor Subscription Model Work? w/ Shawn Tydlaska Founder & CEO of Ballast Point Financial Planning
#12 Enthusiasm, Expertise And Family Values As A Recipe For Successful Business w/ Melanie Milam, Integrated Wealth Advisor at Gateway Financial Partners
#11 The Future of Financial Planning w/ Kathy Longo, President & Founder of Flourish Wealth Management
#10 Finding the Financial Goals of Gen X and Gen Ys w/ Cristina Briboneria Managing Director of oXYGen Financial Inc
#9 Conversations You Need To Have With Your Clients w/ Brett Gilliland - Founder | CEO at Visionary Wealth Advisors & Host of The Circuit of Success
#8 The Art of Minimizing Taxes For Your Clients w/ Gabriel Shahin Founder and Principal at Falcon Wealth Planning, Inc.
#7 Using Your Business Today to Afford to Retire Tomorrow w/ Josh Patrick, Financial Advisor and Founding Principal at Stage 2 Planning Partners
#6 Never Settle for Marginally Satisfying Clients w/ John Kennedy, Partner and Certified Financial Planner at CandorPath Financial
#5 Guiding Your Clients To The Right Investment Strategy w/ Gil Baumgarten - President of Segment Wealth Management, Fiduciary Financial Advisor, Best Selling Author of FOOLISH
#4 Client Retirement Planning Secrets w/ Jeremy Keil, Retirement Planner & Podcast Host
#3 The Art of Planting Seeds Through Conversation w/ Rick English, Founder and Senior Financial Advisor of English Financial
#2 The Boring Strategy To Help Clients Reach Their Financial Goals w/ Dan Moisand - Senior Financial Advisor at Moisand Fitzgerald Tamayo, LLC
#1 The More Fun You Have, The More Money You'll Make w/ Shanna Tingom - Independent FA at Heritage Financial Strategies
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