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#50 Connecting With Clients: Sports Metaphors in Finance

Ari Baum (⁠@AriBaum97), the CEO and Founder of Endurance Wealth Partners talks about his inspiring transition from stockbroker to financial planner, the creation of his Q4 Formula, and the importance of aligning personal values with financial goals.

In this episode Brian Kasal and Ari Baum discuss:

  1. The Power of the Q4 Formula
  2. Leverage Technology for Success
  3. Effective Financial Advice
  4. Clear Thinking in Uncertain Markets

Facebook: ⁠https://www.facebook.com/Endurancewealth/⁠
YouTube: ⁠https://www.youtube.com/@theironadvisor

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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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