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

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, […]

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

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 »

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

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

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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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