Financial Advisor's Workshop with Brian Kasal

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Yusuf Abugideiri, CFP® ( https://yebu.com/ ) is a Partner and Senior Financial Planner at Yeske Buie. Yusuf has been recognized as a top financial professional by several respected publications. Washingtonian Magazine named him a Top Financial Advisor in 2019 and 2020, and he was named to Norther...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Nicole Gopoian Wirick, JD, CFP® ( https://www.prosperityws.com/ ) founded Prosperity Wealth Strategies in 2019 in order to help clients define and achieve prosperity. One of Nicole’s greatest joys is developing a relationship with her clients, who have become a meaningful part of her life. Prospe...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Greg Shepard ( https://www.safinancialservices.com/ ) is an independent, fee-only financial advisor at S&A Financial Services that specializes in simplifying TIAA accounts mainly for those in higher education and doctors. His practice has excelled at providing logical and simple game plans ge...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Sreeni Meka ( https://www.lakelandwealth.com/ ) is a Financial Advisor at Lakeland Wealth Management Services LLC, a firm that provides comprehensive wealth management and financial advisory services to high-net-worth individuals and institutions. With over 28 years of investment experience, he i...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Dr. Nicole B. Simpson®️ ( https://www.nicolebsimpson.com/ ) brings expertise, integrity, and a spirit of excellence to every goal she pursues for herself and on behalf of her clients. With a unique talent for monetizing business and life visions, she creates strategies and actionable plans that d...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Alonso Rodriguez Segarra ( https://advise-financial.com/ ) has more than 20 years of experience in the industry and was named by Investopedia among the Top 100 Most Influential Financial Advisors in the USA. He is also a Certified Financial Planner™. In this episode, Brian and Alonso discuss: 1....

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Stephen Stricklin ( https://wisewealth.com/ ), President and founder of Wise Wealth, LLC, is a Certified Financial Planner® dedicated to educating and empowering Main Street investors. Not only does Stephen work directly with clients, but he also educates the public about successful financial pla...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Charles Hinde ( https://www.heritage-inv.com/ ) is a Wealth Manager for Heritage Investments and serves as part of the firm’s Investment Committee. He graduated Magna Cum Laude from the University of Missouri with a Bachelor of Science studying both Finance and Economics. Charles began working wi...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Russell Luce ( https://twitter.com/RLuce721 ) is the owner and operator of Planning Legacies Financial Group. Russell uses his over 25 years experience in the industry to assist numerous Families in Wealth Management, Retirement Planning, College Planning, and Estate Planning with a focus on thos...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Stanley T. Funches ( https://www.inteluswm.com/ ) has been a financial planner for 25+ years, helping professionals, business owners, and physicians pursue and maintain a comfortable retirement. He is the President and Financial Advisor with INTELUS Wealth Management, LLC. In this episode, Brian...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Kirk Licata, CFP® ( https://www.longviewwealthmanagement.com ), joined LongView in 2012. He has been in the financial services industry since 2010 with experience at Bank of America, State Farm, and Mutual of Omaha. Kirk primarily works with two types of clients that both require his expertise in...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   James H. Lee ( https://twitter.com/jhlinde ) is the founder of StratFI and provides retirement planning with a focus on investment management and portfolio consulting to help clients organize, grow, and protect their assets through life’s transitions. As a fee-only fiduciary, James H. Lee does no...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Aaron Karas ( https://insight2wealth.com/ ) is a comprehensive, fee-only financial advisor who began his career in the financial industry in 2008. His primary areas of expertise are financial planning, investment portfolio management, liability management, trust and estate planning, banking, and...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Liz Gillette ( https://www.baypointwealth.com/⁠ ) is a Certified Financial Planner for Bay Point Wealth, specializing in financial planning for Millennials and Gen X-ers. Liz tackled her own path to financial freedom and consequently acquired a passion for empowering other women and men to transf...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Nate Oltmans ( https://www.cwmteam.com/ ), is the CEO, Partner, and Certified Financial Planner at Cornerstone Wealth Management. He joins and shares his unique journey from an Air Force B-52 bomber pilot to a Certified Financial Planner. Nate shares how the Entrepreneurial Operating System (EOS) h...

Download “How To Find Ultra High Net Worth Clients" from ⁠https://financialadvisorsworkshop.com/ ⁠ Nic Nielsen ( https://knowmyplan.com/⁠  ) is a licensed financial planner and the co-founder of Know My Plan, a company that uses a one-page financial plan to help sales professionals feel confident and eventually reduce financial anxiety. Nic discusses his unique journey from a former broker to...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Christopher Manske ( https://manskewealth.com/ ) is the visionary founder of Manske Wealth Management. With over half a billion dollars in assets under management, his firm has consistently earned its place among the elite in the world of wealth management, making it a trusted name in Houston. In t...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Joshua Cavett ( http://bmtwealth.com/ ) is a Financial Advisor at Beaumont Weath Advisors where he excels at guiding clients in defining their financial aspirations and, crafting personalized plans to propel them toward success. In this episode, Brian and Joshua discuss: 1. The Hidden Safety Net In...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Jamie Menges ( https://wealthadvicemadesimple.com/ ) is a shareholder and the Vice President of PDS Planning and he's here to share PDS’ unique approach to finance. Learn about their shift from the AUM model, the benefits of transparent fee structures, and their strategies to ensure employee gr...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Richard DeBono ( https://sierraridgewealth.com/ ) is a seasoned independent financial advisor with an impressive 23-year track record in the financial services industry. Richard brings a wealth of expertise and a diverse toolkit to the table, dedicated to assisting clients in making efficient inves...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Damon King ( https://www.chappelwood.com/ ) is an investment advisor at ChappelWood Financial Services in Edmond, OK. As a Certified Fund Raising Executive, Damon served families and non-profit organizations for 12 years as a charitable gift planner. Damon is an Investment Advisor to Millionaires,...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Sam Brownell ( https://stratuswealthadvisors.com/ ), 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 in...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Ben VerWys ( https://forfiduciary.com/ ) 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 Be...

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/   Matthew Filik ( https://www.clearfocusfinancial.com/⁠ ) 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 simplif...

Download “How to Find Ultra High Net Worth Clients” from ⁠⁠⁠⁠⁠https://FinancialAdvisorsWorkshop.com⁠ 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 episo...