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

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 »

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

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 »

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

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 »

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

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 »

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

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 »

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

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 »

#38 Protecting Your Clients’ Investments In A Down Market w/ Mark Mitamura | CEO at The Reserve Investments

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

#38 Protecting Your Clients’ Investments In A Down Market w/ Mark Mitamura | CEO at The Reserve Investments Read More »

#35 How To Set Up Clients To Weather Any Storm

#35 How To Set Up Clients To Weather Any Storm w/ John Olson | Financial Advisor and President at 2250 Financial Services, Inc.

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

#35 How To Set Up Clients To Weather Any Storm w/ John Olson | Financial Advisor and President at 2250 Financial Services, Inc. Read More »

Turning Your Clients' Children Into Clients with Jorge Padilla

#34 Turning Your Clients’ Children Into Clients w/ Jorge Padilla, Principal, Senior Client Advisor and Director of Investments at Meira

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

#34 Turning Your Clients’ Children Into Clients w/ Jorge Padilla, Principal, Senior Client Advisor and Director of Investments at Meira Read More »

#33 The 4 Step Process To Help Clients Build Their Dream Lives w/ Bryan Sweet | Founder and CEO Of Sweet Financial Partners

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

#33 The 4 Step Process To Help Clients Build Their Dream Lives w/ Bryan Sweet | Founder and CEO Of Sweet Financial Partners Read More »

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