#25 Success Secrets For Independent Financial Advisors w/ Doug Gjerde, Managing Partner and Wealth Advisor at Heritage Financial Partners

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://financialadvisorsworkshop.com/ Doug Gjerde (https://www.heritagefinancialllc.com/) is the Managing Partner and Wealth Advisor at Heritage Financial Partners and his specialty is helping guide families on their journey to work toward becoming financially confident retirees.  He focuses on retirement planning, particularly lowering taxes in retirement. Lowering taxes may extend your retirement savings and provide you with extra money in retirement by avoiding invisible pitfalls.  He joins us to talk about how he achieved his dream of rising in the financial advising industry without going through the big firms, and finding success in retirement planning, and providing excellent and efficient service with the right management systems in place.  LinkedIn: https://www.linkedin.com/in/doug-gjerde-9929378/  Twitter: https://twitter.com/HeritageFinPart  Website: https://www.heritagefinancialllc.com/ To see short videos of all our best Financial Advisor Business Growth tips from each episode 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