Uncategorized

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/VnDsDKKPQQM John L Jenkins is a Senior Financial Adviser at Asset Preservation Strategies who shares his insights into retaining and preserving generational wealth, his experience in the financial industry and how to give back to the community. In this episode Brian Kasal and John Jenkins discuss: Retaining Wealth Creating Legacies The Importance of Communication The Principle …

#40 Preserving Legacies: Working With Multi-Generational Clients w/ John Jenkins | Senior Financial Adviser at Asset Preservation Strategies 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 »

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 »