Download "How to Find Ultra High Net Worth Clients"

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In this episode of Financial Advisors Workshop, our guest is a real role model of a businesswoman, Melanie Milam

Along with her trusted advisor and partner, she will navigate you through the journey of creating a business, taking it over and reaching peak after peak, but maintaining humanity and humility in the process. Learn first hand, what it takes to have a whole family partake in your business and how to overcome hardships through trust and respect.

https://www.gatewayfinancialpartners.com

https://www.finra.org

https://www.sipc.org

To see short videos of all our best tips, tricks and strategies on growing your FA practice follow our social channels:

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Listen on iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

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Interested in working at FourStar: https://fourstarwealth.com/Advisors

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Best Moments of FAW #12 w/ Melanie Milam – Integrated Wealth Advisor of Gateway Financial Partners

DISCLAIMER:

This podcast 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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