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Finding Clients in a 30-Mile Radius

Rob Hoxton is a thirty-year veteran of the financial planning profession with more than twenty years as a CFP® professional. Before his current role, Rob was vice president and head of office for Goldman Sachs PFM and CEO and founder of Hoxton Financial, Inc./HFI Wealth Management in Shepherdstown, West Virginia, and Winchester, Virginia.

In this episode, Brian and Rob discuss:

  1. Fee Compression: Myths, Realities, and Survival Strategies
  2. How to Grow Without Minimums
  3. How Podcasting Can Boost Your Financial Planning Practice
  4. Client Referrals and Traditional Growth Strategies for Advisors


Book:
Think Ahead: Ten Reasons Why You Need a Financial Planner

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 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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