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 …
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 …
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 …
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 …
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 …
https://youtu.be/wGgAt3TaqmQ Mark Mitamura is the CEO of The Reserve Investments, LLC, and specializes in retirement planning and implementing retirement plans in small businesses. In this episode, Brian and Mark discuss: Financial Advising is Really About Marketing Using Blackrock’s Aladdin system to Build Resilient Client Portfolios Planning Client Portfolios During A Down Market How Often Should You …
https://youtu.be/LOGx1Lxo_Yo John Olson has served many clients including military, federal, civilian, retirees, and young families, guiding them through all of life’s milestones and challenges. John started 2250 Financial Services in 2020 in honor of his late father, John. In this episode, John Olson and Brian Kasal discuss: -How To Handle A Growing Client Base -The …
https://www.youtube.com/watch?v=B06yzXp9Nsk Jorge Padilla is a principal, senior client advisor and director of investments at Meira, an independent financial advisory firm. In this episode Brian and Jorge discuss: Pro Tips For Transitioning a Client to a New Advisor How to Build and Lead a Financial Advisor Team Remote Working in Financial Services Getting Your First Client …
https://www.youtube.com/watch?v=Jp8ZcMS9Q0E Bryan Sweet is a Forbes Best-in-State Wealth Advisor at Sweet Financial Partners, and the creator of the Dream Architect, where he helps people live their ideal futures. In this episode Brian and Bryan discuss: The 5 Pillars Of Building Your Dream Life How To Build The Perfect Financial Advisory Platform Teaching Your Clients to …
Watch Listen Guest Info Justin Makris (JustinMakris.com) is a partner at Wealth Design Group. They have been working with business owners, attorneys, physicians and executives to help strategically balance their current lifestyle and financial needs with long term confidence and success. Justin and his firm work to empower families to experience purpose, freedom and abundance. …
