• #92 Building A Financial Advisory Practice with Physicians w/ Robert Schultz, Certified Financial Planner, NWF Advisory

  • Sep 30 2024
  • Length: 28 mins
  • Podcast

#92 Building A Financial Advisory Practice with Physicians w/ Robert Schultz, Certified Financial Planner, NWF Advisory

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  • Summary

  • Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ For over 20 years, Robert Schultz (https://www.robschultzwealth.com/) has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician’s unique and growing practice. Robert is a recognized and frequent speaker at residency programs in California, Nevada, and Arizona, staying current on the challenges physicians face today. In this episode, Brian and Robert discuss: 1. How Financial Advisors Can Thrive in a Supportive Community 2. The Future of Broker-Dealer Consolidation and What It Means for Advisors 3. Building A Practice with Doctors 4. What Consolidation of Practice Can Bring LinkedIn: linkedin.com/in/rob-schultz-cfp®-cdfa®-9315513a Website: https://www.robschultzwealth.com/ https://www.nwfadvisory.com/ 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
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