Author name: Chris

https://youtu.be/HYSpg47Gnp0 Erin Botsford (https://erinbotsford.com/) is the Founder and CEO of The Botsford Group, a boutique financial planning firm specializing in Risk Management, Asset Protection, Estate Planning, and Lifestyle/Retirement Planning Strategies. Currently, she is the creator of the Elite Advisor Success System™ – a training program that teaches advisors how to grow their businesses exponentially and …

#49 Overcoming The Fear of High Net Worth Prospects w/ Erin Botsford, Creator of the Elite Advisor Success System Read More »

https://youtu.be/DF5-RwaW67U Mark Willis (@LakeGrowth) is a Certified Financial Planner™, a three-time #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois, and co-host of the Not Your Average Financial Podcast™. In this episode, Brian Kasal and Mark Willis discuss: Strategies for Attracting the Right Clients and Repelling the …

#48 The Appeal of Fixed Contracts And Annuities w/ Mark Willis, CFP and Owner, Lake Growth Financial Services Read More »

https://youtu.be/jS0ivSVr76w Joe Breslin, CFP® is a Partner at Armstrong ∙ Dixon. Joe assists business owners, executives, and affluent families in the areas of retirement planning, estate planning, business succession planning, and investment advisory services. In this episode, Brian and Joe discuss: Why We Value Multi-generational Clientele Building Relationships Leads to Greater Success A Cushion of …

#47 Building Multi-Generational Client Relationships w/ Joe Breslin, Partner at Armstrong ∙ Dixon Read More »

https://youtu.be/l0NX9fc_xic Joe Clark (@Big_Joe_Clark) is the Managing Partner at Financial Enhancement Group. Joe shares his journey from starting his business two weeks before the 1987 crash to building a 38-person team with a focus on financial planning and education. In this episode Brian and Joe Clark discuss: Building Authentic Relationships in the Financial Industry Future-Proofing …

#46 Eliminating Future Risks: Creating Solutions for Fiduciary Compliance w/ Joe Clark | Managing Partner at Financial Enhancement Group Read More »

https://youtu.be/ZOSu30ejNxQ Jeff Nauta (@nautajeff) is a partner at Henrickson Nauta Wealth Advisors and an RA that has been in business for over 16 years. Jeff talks about how he got into the industry and his partnership with Douglas Henrickson. In this episode, Brian Kasal And Jeff Nauta discuss: Breaking Down the IRS Regulations on Exchange …

#45 Top 3 Things That Matter: Religion, Family, and Money w/ Jeff Nauta | Principal at Henrickson Nauta W. A. Read More »

https://youtu.be/d8aBhSudzK8 Brian Kasal discusses the current state of the financial advisory industry, market challenges, and how to best prepare your practice for growth. In this episode Brian discusses: How To Attract New Clients Will AI Take Over Financial Advisors? Why Did The Silicon Valley Bank Fail? Defensive Strategies You Can Apply Today Instagram Tiktok Youtube …

#44 Understanding the 2022 Market Anomaly w/ Brian Kasal | CEO at Fourstar Wealth Advisors Read More »

https://youtu.be/PepR8f7dh44 Stacy Francis (⁠http://www.francisfinancial.com/⁠) is the President and CEO of Francis Financial, Inc., a fee-only boutique Wealth Management, Financial Planning, and Divorce Financial Planning firm dedicated to providing ongoing comprehensive advice for high-achieving women and couples in transition. In this episode, Brian and Stacy discuss: Money Gives You Options Financial Issues When Dealing With Divorce …

#43 Bridging the Gender Gap in Financial Education w/Stacy Francis, President & CEO at Francis Financial Read More »

https://youtu.be/PAGwzydMHyc Marc Shaffer (@MarcCShaffer) is co-owner and CFO at Searcy Financial Services and Allos Investment Advisors. He specializes in helping clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and active monitoring of their financial plans. In this episode, Brian and …

#42 The Evolution of Financial Planning: From Sales to Stewardship w/ Marc Shaffer, CFO at Searcy Financial and Principal at Allos Investment Advisors Read More »

https://youtu.be/QiseVg60MsA Liz Miller, the founder and president of Summit Place Financial Advisors (@summitpl) in New Jersey. Liz has a storied career, having started as a mergers and acquisitions analyst at First Boston and eventually becoming the chief investment officer of an investment management firm. Join us as we dive into Liz’s fascinating journey and learn more …

#41 Launching a Firm during Uncertain Times (like 2008) w/ Liz Miller | Founder and President of Summit Place Financial Advisors Read More »

https://youtu.be/YaZDjIwB88w Andy Esser is a Financial Advisor at Edward Jones, guiding people through advanced strategies that optimize wealth, protect resources, take care of families, and secure legacies for the causes dearest to his clients’ hearts. In this episode, Brian and Andy discuss: Five Principles of Career Success Connect Your Clients Goals to Their Core Values …

#39 Designing Portfolios to Embrace Volatility, Not Dodge It w/ Andy Esser, Financial Advisor at Edward Jones Read More »