Financial Advisor's Workshop with Brian Kasal

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Anton Anderson ( http://www.elitert.com/ ) is the CEO of Elite Resource Team. Elite Resource Team teaches Financial Advisors how to truly differentiate themselves by working with CPAs in a proven and efficient system. Using the CPA Team-Based Model and a patent-pending process, Financial Advisors are...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   David Clayman ( https://twelvepointswealth.com/ ), is a man of many talents. His firm, Twelve Points Wealth Management, in Concord, Massachusetts, is known for top results, client care, and solid integrity. He’s an Eagle Scout who follows a moral code. He’s a big sports fan, a passionate car guy, and...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Arthur J. Meconi III ( https://www.ameripriseadvisors.com/arthur.j.meconi-iii/ ) is a Private Wealth Advisor at Ameriprise Financial Services, LLC, with over 20 years of experience in the financial advising industry. He is dedicated to helping high net-worth clients preserve and grow their wealth, off...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Todd Bryant ( https://www.yoursignaturewealth.com/ ) is a founding partner and a CERTIFIED FINANCIAL PLANNER® with Signature Wealth Partners in Orlando, FL. He was recently recognized at the UCF College of Business Hall of Fame Gala as an “Honorable Knight” and the Orlando Business Journal’s 40 Under...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Jeff Gitterman ( https://www.gittermanwealth.com/ ) is the CEO of Gitterman Asset Management and a Partner at Gitterman Wealth Management. Widely seen as a thought leader in the climate change and sustainable investing fields, he is the creator of the firm’s SMART (Sustainability Metrics Applied to Ri...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Rob Hoxton ( https://hoxtonpm.com/ ) is a thirty-year veteran of the financial planning profession with more than twenty years as a CFP® professional. Before his current role, Rob was vice president and head of office for Goldman Sachs PFM and CEO and founder of Hoxton Financial, Inc./HFI Wealth Manag...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   With over three decades in asset management, Rhys Williams ( https://wayvecapital.com/ ) has managed significant public equity portfolios, including up to $2 billion during his tenure at Columbia Partners. He later joined Spouting Rock Asset Management as Chief Strategist, developing equity strategies...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Mark D. Johnson ( https://www.rbfadvisors.net/ ) serves as a wealth advisor with RBF Wealth Advisors. Mark helps families, retirees, healthcare professionals, business owners, and corporate executives plan for success across all aspects of their financial life. Mark is also the founder of StudentLoans...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   For over three decades, Jason Lund ( https://lundfinancialmanagement.com/ ) has specialized in retirement and financial strategy, distribution planning, legacy transfer, and insurance programs. As an experienced IRA consultant, Jason offers accountants and their clients expert guidance on IRA and 401(...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   For over 20 years, Robert Schultz ( https://www.robschultzwealth.com/ ) has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-l...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Matt Miller ( https://www.upleftfinancial.com/ ) is the founder of Upleft. After a finance career spanning over 20 years and three time zones, Matt found himself driven by a belief that the industry could simply do better to serve the public. This led him to build Upleft, where he crafts personalized...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   With over 25 years in the financial industry, Dan Lash ( https://www.vlpfa.com/⁠ ) specializes in wealth accumulation, distribution, retirement, and tax planning. He works with individuals and families to help them create and pursue their financial goals. Dan is a Partner & Financial Advisor...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Marc Horner ( https://www.linkedin.com/in/mhorner/ ) is the Founder of Fairhaven Wealth Management, a wealth management and financial planning firm based in Wheaton, Illinois. Fairhaven oversees approximately $1 billion in assets under management for approximately 500 clients. Through creative ma...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Darby Affeldt ( https://www.northstarfinancial.com/ ), DVM, RICP®, is a highly credentialed financial advisor with a passion for education and helping clients achieve their financial goals. Growing up in Colorado, Darby developed a love for the outdoors and pursued both her bachelor’s and doctora...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Known for Financial Triage, Frank Levine ( https://www.cfsllc.com/ ) a Registered Representative for Certified Financial Services possesses the art of knowing what to do in the proper order. Thus helping clients prioritize fiscal decisions. His mission is to enable people to make well-informed fi...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Raquel Hinman ( https://hinmanfp.com/ ) is a CFP® based in Erie, Colorado CFP®, and the owner of Hinman Financial Planning, a fee-only financial planning and investment advisory firm she founded in 2015. She helps clients navigate the financial and non-financial issues that accompany major life t...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Jim Allen, CFP®, ChFC, EA, CDFA ( https://www.anchorbaycapital.com/ ) has been providing financial planning advice for over thirty five years. He currently serves as president and chief planner for Anchor Bay Capital, an SEC registered RIA with offices in Orange and San Diego counties.  He is a C...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Meghan Railey ( https://www.optascapital.com/ ) is one of two founding advisors at OPTAS Capital, an RIA launched in 2019 after a combined three decades of experience at wirehouses. At OPTAS, her focus is twofold: design and deliver a differentiated client experience and build systems and process...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Ryan Fleischer ( https://x.com/revgroupllc ) is the founder, chairman, and CIO of Revolution Group. He has spent his entire career helping people and institutions address their financial needs and goals. Ryan provides expertise in goals-based investing and innovative portfolio construction to ent...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Mike Walther ( https://oakwealth.com/ ) is a Certified Financial Planner who founded Oak Wealth Advisors in 2008 so that families seeking experienced and objective special needs financial planning advice could access the same quality of service previously only provided to wealthy families. Mike h...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Elliot H. Kallen ( https://prosperityfinancialgroup.com/ ) is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been a CEO of two other compan...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Spencer Sherman (MBA, CFP®) ( https://abacuswealth.com/ ) is a leading financial advisor, author, public speaker, and the founder and former CEO of Abacus, a values-driven financial consulting firm managing more than $3 billion in assets. A New York native living in California, Spencer now devote...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Tom Zachystal ( https://iamadvisors.com/ ) is Chief Investment Manager at International Asset Management, a U.S. Registered Investment Advisor specializing in financial planning and investment management services for Americans living abroad. Tom has an MBA in Global Management from Thunderbird Un...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Peter V. Disch, Jr., CFP® ( https://greatpointwealth.com/ ) is the Founder and Managing Member of Great Point Wealth Advisors, LLC, an SEC Registered Investment Adviser in Boston. Peter has been recognized by Forbes as a Best in State Wealth Advisor since 2019 and was named to its inaugural list...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Brett Nelson ( https://prevailiws.com/ ) is a financial advisor at Prevail Innovative Wealth Strategies dedicated to helping his clients achieve long-term financial security through effective risk management strategies. He is a Chartered Life Underwriter, and he believes in empowering his clients...