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Leveraging Trust to Expand Your High Net Worth Client Base

Elliot H. Kallen is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, Inc., and is a frequent keynote speaker to charities, podcasts, and radio shows on motivation, leadership, charitable work, marketing, and various financial subjects. 

In this episode, Brian and Elliot discuss: 

  1. The Art of Underpromising and Overdelivering in Financial Advisory
  2. Leveraging Trust to Expand Your High Net Worth Client Base
  3. The Story Behind Brighter Day Foundation
  4. Exploring Liquid Alternatives 

Connect with Elliot:
Charity Website │ 
Instagram  Facebook YouTube

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

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