Financial Advisor's Workshop with Brian Kasal

Interviews with the World's Most Successful Financial Advisors.Hosted by Brian Kasal the Founder and CEO of FourStar Wealth in Chicago, IL.

Financial Advisor's Workshop with Brian Kasal is a business podcast hosted by Brian Kasal, with 102 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Brian Kasal hosts Financial Advisor's Workshop with Brian Kasal, a business show with 102 episodes published.

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  Episode #102

  #102 Why the Wealthiest Clients Want a Virtual Family Office, Not a Plan w/ Anton Anderson, CEO, Elite Resource Team

  May 5, 202525 minS0

  <p>Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ </p><p>Anton Anderson (http://www.elitert.com/) is the CEO of Elite Resource Team. Elite Resource Team teaches Financial Advisors how to truly differentiate themselves by working with CPAs in a proven and efficient system. Using the CPA Team-Based Model and a patent-pending process, Financial Advisors are able to identify, contact, engage, monetize, and maintain relationships with CPAs, resulting in much more proactive and holistic planning. This win/win relationship allows the CPA to deliver the value that their clients want and need, while simultaneously red...

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  Episode #100

  #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

  Apr 2, 202523 minS0

  <p>Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ </p><p>David Clayman (https://twelvepointswealth.com/), is a man of many talents. His firm, Twelve Points Wealth Management, in Concord, Massachusetts, is known for top results, client care, and solid integrity. He’s an Eagle Scout who follows a moral code. He’s a big sports fan, a passionate car guy, and a car collector. Working with Dave, clients experience collaboration with a professional who shares a similar experience; enabling them to chart a path to freedom – whatever that may mean to them.</p><p>In this e...

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  Episode #99

  #99 Marketing Beyond Seminars: Unconventional Ways to Win Clients w/ Art Meconi, Private Wealth Advisor, Ameriprise Financial Services, LLC

  Mar 17, 202526 minS0

  <p>Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ </p><p>Arthur J. Meconi III (https://www.ameripriseadvisors.com/arthur.j.meconi-iii/) is a Private Wealth Advisor at Ameriprise Financial Services, LLC, with over 20 years of experience in the financial advising industry. He is dedicated to helping high net-worth clients preserve and grow their wealth, offering tailored recommendations and support for tax, estate, and retirement planning. With his extensive expertise and a well-established network of expert providers, Arthur explores wide range of opportunities to maximize his clients' financial potential.</p><p>In this episode, Brian and...

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  Episode #98

  #98 Surge Meetings: The Productivity Hack Every Advisor Needs w/ Todd Bryant, Founding Partner, Signature Wealth Partners, LLC

  Feb 27, 202528 minS0

  <p>Download “How To Find Ultra High Net Worth Clients" fromhttps://financialadvisorsworkshop.com/ </p><p>Todd Bryant (https://www.yoursignaturewealth.com/) is a founding partner and a CERTIFIED FINANCIAL PLANNER® with Signature Wealth Partners in Orlando, FL. He was recently recognized at the UCF College of Business Hall of Fame Gala as an “Honorable Knight” and the Orlando Business Journal’s 40 Under 40. In 2023, he appeared on the Nasdaq Web Series “Queue & A” from Nasdaq International Headquarters in Times Square and co-authored the book More Than Money: Real Life Stories of Financial Planning. Bryant also helped write a financial literacy course, which is now a...

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  Episode #97

  #97 Mastering Sustainable Finance w/ Jeff Gitterman, Partner & CEO, Gitterman Wealth Management, LLC

  Jan 13, 202536 minS0

  <p>Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ </p> <p>Jeff Gitterman (https://www.gittermanwealth.com/) is the CEO of Gitterman Asset Management and a Partner at Gitterman Wealth Management. Widely seen as a thought leader in the climate change and sustainable investing fields, he is the creator of the firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, which offer climate-focused investing solutions to both financial professionals and individual investors. Jeff has been featured in Forbes, Barron’s, The Wall Street Journal, Financial Advisor, Morningstar Magazine, and on CNN, among many others...

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