For over 20 years, Robert Schultz has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician’s unique and growing practice. Robert is a recognized and frequent speaker at residency programs in California, Nevada, and Arizona, staying current on the challenges physicians face today.
In this episode, Brian and Robert discuss:
- How Financial Advisors Can Thrive in a Supportive Community
- The Future of Broker-Dealer Consolidation and What It Means for Advisors
- Building A Practice with Doctors
- What Consolidation of Practice Can Bring
Connect with Robert:
www.robschultzwealth.com │ www.nwfadvisory.com
Talk With Brian Directly On How FourStar Can Help Grow Your Practice!
This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar’s registration status and business operations please consult the firm’s form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
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.
