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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 │ 
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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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