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#38 Protecting Your Clients' Investments In A Down Market

Mark Mitamura is the CEO of The Reserve Investments, LLC, and specializes in retirement planning and implementing retirement plans in small businesses.

In this episode, Brian and Mark discuss:

  • Financial Advising is Really About Marketing
  • Using Blackrock’s Aladdin system to Build Resilient Client Portfolios
  • Planning Client Portfolios During A Down Market
  • How Often Should You Talk To Your Clients?
  • The Benefits of Working with Clients You Enjoy 
  • Growing Your Company During A Pandemic




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

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FourStar Wealth Advisors is a Registered Investment Advisor firm headquartered in Chicago. FourStar Wealth is an independent firm without the conflicts or restrictions of the old school firms. Money and wealth are tools to help investors get where they are going and achieve their hopes and dreams. We would like the opportunity to help you realize your hopes and dreams by achieving your financial goals.

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