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

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 […]

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

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

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

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

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#49 Overcoming The Fear of High Net Worth Prospects w/ Erin Botsford, Creator of the Elite Advisor Success System

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

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#48 The Appeal of Fixed Contracts And Annuities w/ Mark Willis, CFP and Owner, Lake Growth Financial Services

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

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#47 Building Multi-Generational Client Relationships w/ Joe Breslin, Partner at Armstrong ∙ Dixon

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

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#46 Eliminating Future Risks: Creating Solutions for Fiduciary Compliance w/ Joe Clark | Managing Partner at Financial Enhancement Group

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

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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

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#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

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