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#35 How To Set Up Clients To Weather Any Storm

John Olson has served many clients including military, federal, civilian, retirees, and young families, guiding them through all of life’s milestones and challenges. John started 2250 Financial Services in 2020  in honor of his late father, John.   

In this episode, John Olson and Brian Kasal discuss: 

-How To Handle A Growing Client Base 

-The Greatest Tool For Client Retention 

-One Simple Method To Gain Client Trust 

-The Difference Between Investment Management And Financial Planning   

Office Address: 251 Najoles Rd, Suite G, Millersville, MD 21108

Office Phone: 410-774-6723

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or 2250 Financial Services, Inc.


Talk With Brian Directly On How FourStar Can Help Grow Your Practice!

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