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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 […]

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

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

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

https://youtu.be/vvnjs5gpnQ0 Nick Cantrell founded Green Future Wealth Management to provide holistic financial planning that is independent and specializes in helping clients align their values with their financial planning, through the use of socially responsible and values-based investments. In this episode Brian and Nick discuss: Helping Clients Manifest Their Values Into Their Investments Assessing the Alignment

https://youtu.be/YUn412uT5aQ In this episode Ben Offit , a Certified Financial Planner and principal of Offit Advisors, and Brian discuss: – How To Start Your Own Financial Advisor Firm – Impacting Your Clients for Generations to Come – The Real Risk Is Not Being Ready For When The Market Rebounds – Why You Should Prioritize Helping

https://youtu.be/LOGx1Lxo_Yo John Olson has served many clients including military, federal, civilian, retirees, and young families, guiding them through all of life’s milestones and challenges. John started 2250 Financial Services in 2020  in honor of his late father, John.    In this episode, John Olson and Brian Kasal discuss:  -How To Handle A Growing Client Base  -The

https://www.youtube.com/watch?v=B06yzXp9Nsk Jorge Padilla is a principal, senior client advisor and director of investments at Meira, an independent financial advisory firm. In this episode Brian and Jorge discuss: Pro Tips For Transitioning a Client to a New Advisor How to Build and Lead a Financial Advisor Team Remote Working in Financial Services Getting Your First Client

https://www.youtube.com/watch?v=Jp8ZcMS9Q0E Bryan Sweet is a Forbes Best-in-State Wealth Advisor at Sweet Financial Partners, and the creator of the Dream Architect, where he helps people live their ideal futures. In this episode Brian and Bryan discuss: The 5 Pillars Of Building Your Dream Life How To Build The Perfect Financial Advisory Platform Teaching Your Clients to

Watch Listen Guest Info Justin Makris (JustinMakris.com) is a partner at Wealth Design Group. They have been working with business owners, attorneys, physicians and executives to help strategically balance their current lifestyle and financial needs with long term confidence and success. Justin and his firm work to empower families to experience purpose, freedom and abundance.