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https://youtu.be/x8BwRmZOgso Joshua Cavett is a Financial Advisor at Beaumont Weath Advisors where he excels at guiding clients in defining their financial aspirations and, crafting personalized plans to propel them toward success. In this episode, Brian and Joshua discuss: The Hidden Safety Net In Financial Planning Discovering a Niche in Financial Advisory Embracing Technology in Financial Advisory …

#59 Entrepreneurship And Advisory: A Symbiotic Relationship w/ Joshua Cavett, Financial Advisor, Beaumont Wealth Advisors Read More »

https://youtu.be/kF5o40iQWq0 Jamie Menges (⁠@JamieMenges⁠) is a shareholder and the Vice President of PDS Planning and he’s here to share PDS’ unique approach to finance. Learn about their shift from the AUM model, the benefits of transparent fee structures, and their strategies to ensure employee growth. Explore how PDS stands out in the ever-evolving financial industry. …

#58 The Three C’s of Finance w/ Jamie Menges, Vice-President & Shareholder, PDS Planning Inc Read More »

https://youtu.be/UWZf_of-eSA Richard DeBono (https://sierraridgewealth.com/) is a seasoned independent financial advisor with an impressive 23-year track record in the financial services industry. Richard brings a wealth of expertise and a diverse toolkit to the table, dedicated to assisting clients in making efficient investments throughout all stages of their lives. In this episode, Brian and Richard discuss: …

#57 Surviving 2022 as a Business w/ Richard DeBono, Financial Advisor, Sierra Ridge Wealth Management Read More »

https://youtu.be/0Sot774gpzI Damon King (@damonmking1) is an investment advisor at ChappelWood Financial Services in Edmond, OK. As a Certified Fund Raising Executive, Damon served families and non-profit organizations for 12 years as a charitable gift planner. Damon is an Investment Advisor to Millionaires, Radio Show Writer and Co-Host, Financial Education Instructor and Speaker, and Cheerleader for …

#56 The Importance of Serving Clients Based on Their Needs w/ Damon King, Certified Financial Planner, ChappelWood Financial Services Read More »

https://youtu.be/jO55ehKBszM Sam Brownell has been a financial professional since 2006 and formed Stratus Capital Management in July 2013 to provide goals-based financial planning and investment management to individuals, families, and independent business owners. As the firm grew, an increasing number of independent business owners sought Sam’s advice on their short and long-term planning needs, including valuation, …

#55 Finding Your Financial Niche w/ Sam Brownell, Founder, Stratus Wealth Advisors Read More »

https://youtu.be/UclXNWZjSaE Ben VerWys (@BenVerWys) is an award-winning financial advisor who serves as the Founder & Senior Financial Advisor of Fiduciary Financial Advisors. He assists clients in managing their finances as a business owner, executive, and technology leader. In this episode, Brian and Ben discuss: Breaking Free From Restrictive Advisor Agreements Seek Advisors Who Prioritize Your …

#54 The Unavoidable Dilemma: Serving Shareholders and Clients w/ Ben VerWys, Founder & Senior Financial Advisor, Fiduciary Financial Advisors Read More »

https://youtu.be/MNOSrOt8QC0 Matthew Filik is a Certified Financial Planner and Co-Founder of ClearFocus Financial, based in Mountainside, New Jersey. Matthew’s financial planning process is rooted in the balance of academic research and practical applications that provides a simplified and clear path to helping clients achieve their goals. In this episode, Brian and Matthew discuss: Building Strong Client …

#53 The Future of Financial Advising w/ Matthew Filik, Certified Financial Planner, ClearFocus Read More »

https://youtu.be/srG-hoH7eds JR Robinson (https://www.fphawaii.com/) is a nationally recognized financial planning industry thought leader with more than 30 years of experience. He shares his journey from AG Edwards to starting his own firm and his experience breaking into Hawaii’s financial advisory scene. In this episode Brian Kasal and JR Robinson discuss: Adapting Your Investment Strategy Understanding …

#52 Understanding The Fiduciary Standard w/ JR Robinson, Founder, Financial Planning Hawaii Read More »

https://youtu.be/8VAuXL9tCks Ray Godleski (@SuwaneeRay) is a Financial Advisor based in Cumming, Georgia, with 16 years of experience in the financial sector. He is an employee of Hornor, Townsend & Kent, LLC – a leading financial advisory firm offering a wide range of services, including financial planning, portfolio management, and pension consulting. In this episode, Brian …

#51 Making A Difference In Clients’ Lives w/ Ray Godleski, Financial Advisor, Hornor, Townsend & Kent, LLC Read More »

https://youtu.be/-o3AcK3NhOc Ari Baum (⁠@AriBaum97), the CEO and Founder of Endurance Wealth Partners talks about his inspiring transition from stockbroker to financial planner, the creation of his Q4 Formula, and the importance of aligning personal values with financial goals. In this episode Brian Kasal and Ari Baum discuss: The Power of the Q4 Formula Leverage Technology …

#50 Connecting With Clients: Sports Metaphors in Finance w/ Ari Baum | Founder & CEO at Endurance Wealth Partners Read More »