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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 »

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 »