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#64 Educating Clients on The Investment Game

Aaron Karas (https://insight2wealth.com/) is a comprehensive, fee-only financial advisor who began his career in the financial industry in 2008. His primary areas of expertise are financial planning, investment portfolio management, liability management, trust and estate planning, banking, and hedging strategies.

In this episode, Brian and Aaron discuss:

  1. Starting a Financial Planning Career During A Financial Crisis
  2. How A 403(b) Started A Career
  3. The Fiduciary Advantage: Transforming Client Relationships
  4. Educating Clients on the Investment Game

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

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FourStar Wealth Advisor LLC.

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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