Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/

Matt Miller (https://www.upleftfinancial.com/) is the founder of Upleft. After a finance career spanning over 20 years and three time zones, Matt found himself driven by a belief that the industry could simply do better to serve the public. This led him to build Upleft, where he crafts personalized financial strategies for clients in all areas of the United States today. The Upleft process seeks to bring people from a state of potential nervousness or worry to contentment, comfort, and confidence.

In this episode, Matt and Brian discuss:

1. From Ego to Empathy: Putting Clients First in Every Conversation

2. The 90-Minute Discovery Meeting: Connecting with Clients on a Deeper Level

3. Crafting Your Unique Value Proposition

4. What Financial Advisors Can Learn from Buddhism

LinkedIn: https://www.linkedin.com/in/mattmillerinvest/

Website: https://www.upleftfinancial.com/

Blog: https://www.upleftfinancial.com/logbook

To see short videos of all our best FA Business Growing tips follow us on:

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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

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/

With over 25 years in the financial industry, Dan Lash (https://www.vlpfa.com/⁠) specializes in wealth accumulation, distribution, retirement, and tax planning. He works with individuals and families to help them create and pursue their financial goals. Dan is a Partner & Financial Advisor at VLP Financial Advisors, an independent wealth services firm offering a full spectrum of financial services.

In this episode, Brian and Dan discuss:

1. The Power of Unified Investment Strategies

2. Focusing on What You Can Control in Financial Planning

3. Balancing Risk and Reality

4. The Importance of Diversification

LinkedIn: https://www.linkedin.com/in/daniel-p-lash-cfp%C2%AE-aif%C2%AE-19a9ba8/

Website: https://www.vlpfa.com/

Article: https://business.gmu.edu/news/2024-01/financial-planning-and-wealth-management-advisory-board-chair-increases-students

To see short videos of all our best FA Business Growing tips follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

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YouTube: https://www.youtube.com/@financialadvisorsworkshop

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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

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/

Marc Horner (https://www.linkedin.com/in/mhorner/) is the Founder of Fairhaven Wealth Management, a wealth management and financial planning firm based in Wheaton, Illinois. Fairhaven oversees approximately $1 billion in assets under management for approximately 500 clients. Through creative marketing tactics, like creating the fictitious financial advisory firm Bear Brothers and the award-winning Million Dollar Cup of Coffee financial literacy video series, Fairhaven brings a fresh approach to financial planning and investing.

In this episode, Brian and Marc discuss:

1. How Acquisitions Can Drive Growth for Financial Advisors

2. Crafting Memorable Client Experiences: Why Personality Matters

3. Using Creative Marketing to Stand Out

4. Why Client Experience Matters More Than Investments

LinkedIn: https://www.linkedin.com/in/mhorner/

Company LinkedIn: https://www.linkedin.com/company/fairhaven-wealth-management/

Website: https://www.fairhavenwealth.com/

https://www.thebullbearclub.com/

https://www.milliondollarcupofcoffee.com/

Instagram: https://www.instagram.com/fairhaven_wealth/

YouTube: https://www.youtube.com/@fairhavenwealth

Podcast: https://www.fairhavenwealth.com/podcast

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

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/

Darby Affeldt (https://www.northstarfinancial.com/), DVM, RICP®, is a highly credentialed financial advisor with a passion for education and helping clients achieve their financial goals. Growing up in Colorado, Darby developed a love for the outdoors and pursued both her bachelor’s and doctorate degrees from Colorado State University. Her background as a Doctor of Veterinary Medicine uniquely positions her to understand the financial needs of veterinarians and other professionals in the medical field.

In this episode, Brian and Darby discuss:

1. The Right People on the Right Bus: Navigating Team Alignment

2. Breaking Free from the Small Client Mindset

3. The Power of Niche Marketing

4. How to Leverage Your Background to Create a Unique Financial Practice

LinkedIn: https://www.linkedin.com/in/darbyaffeldt/

Website: https://www.northstarfinancial.com/

Book: https://www.amazon.com/Books-Darby-L-Affeldt-DVM/s?rh=n%3A283155%2Cp_27%3ADarby+L+Affeldt+DVM

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

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/

Known for Financial Triage, Frank Levine (https://www.cfsllc.com/) a Registered Representative for Certified Financial Services possesses the art of knowing what to do in the proper order. Thus helping clients prioritize fiscal decisions. His mission is to enable people to make well-informed financial decisions. A protection-first philosophy ensures what you have has limited risk exposure. The confusion & misconceptions prevalent on the internet make proper guidance essential.

In this episode, Brian and Frank discuss:

1. Teaching Clients the Right Financial ‘Swing’

2. Why a Strong Cash Reserve is Key to Financial Security

3. Debunking the 'Buy Term and Invest the Difference' Myth

4. The Hidden Costs of Financial Decisions

LinkedIn: https://www.linkedin.com/in/frankzlevine/

Website: https://www.cfsllc.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

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/

Raquel Hinman (https://hinmanfp.com/) is a CFP® based in Erie, Colorado CFP®, and the owner of Hinman Financial Planning, a fee-only financial planning and investment advisory firm she founded in 2015. She helps clients navigate the financial and non-financial issues that accompany major life transitions, specializing in working with people who have inherited money, gone through a divorce, or are preparing to retire.

In this episode, Brian and Raquel discuss:

1. Navigating Financial Planning for Divorced Clients

2. Understanding Client Priorities: Moving Past Financial Metrics

3. Running a Financial Practice Post-Pandemic

4. Managing Market Volatility

LinkedIn: https://www.linkedin.com/in/hinmanfp/

Website: https://hinmanfp.com/

Facebook: https://www.facebook.com/hinmanfp/

Article: https://www.napfa.org/napfa-women-to-know-

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

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/

Jim Allen, CFP®, ChFC, EA, CDFA (https://www.anchorbaycapital.com/) has been providing financial planning advice for over thirty five years. He currently serves as president and chief planner for Anchor Bay Capital, an SEC registered RIA with offices in Orange and San Diego counties.

He is a Certified Financial Planner (CFP®) and has earned a master’s degree in Financial Planning with an emphasis on taxation.

In this episode, Brian and Jim discuss:

1. Building Client Confidence: Lessons from Market Turbulence

2. From Seminars to Referrals: Building a Steady Stream of New Clients

3. Balancing Tax Planning and Investment Management

4. Surviving and Thriving in Financial Services

LinkedIn: https://www.linkedin.com/in/jimanchorbay/

Website: https://www.anchorbaycapital.com/

Twitter: https://twitter.com/JAllenCFP

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