Financial Advisor's Workshop with Brian Kasal

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://financialadvisorsworkshop.com/ Morgan Stone ( https://stonewealthatx.com/ ) is a CERTIFIED FINANCIAL PLANNER™ and the President of Stone Wealth Management, a fee-only independent registered investment advisory firm based in Austin, Texas. As a fee-only advisory, Morgan Stone’s commitment is always to his c...

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://financialadvisorsworkshop.com/ Doug Gjerde ( https://www.heritagefinancialllc.com/ ) is the Managing Partner and Wealth Advisor at Heritage Financial Partners and his specialty is helping guide families on their journey to work toward becoming financially confident retirees.  He focuses on retirement...

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://financialadvisorsworkshop.com/ Michael Garry ( Yardleywealth.net ) is the Managing Attorney, founder and CEO of Yardley Wealth Management, LLC in Newtown, PA, who offers fee-only financial planning, investment management, and estate planning.  Michael holds a B.S. in Finance and an MBA in Finance from...

Download our Guide on “How To Add $100M+ To Your Managed Assets In 1 Year” for FREE by going to https://financialadvisorsworkshop.com/ Lisa is the founder of a financial planning platform Omega Wealth Management ( https://www.omegawealthmanagement.com/ ). Lisa works as Mentor and Coach and provides strategic financial life planning advice and coaching to clients. She is involved in building a fina...

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://financialadvisorsworkshop.com/ Jordan Flowers ( https://www.wfsta.com/ ) is a financial advisor for Wealth Financial Services and Tax Advisory in Chicago, Illinois. Jordan works with his clients to create tax-efficient strategies that will help them avoid market downturns and capitalize on financial market...

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://fourstarwealth.com/Advisors Michael P. Rubino, ( http://www.rubinofinancial.com/ ) Registered Financial Consultant, is Chief Executive Officer of the Rubino Financial Group, a Master Certified member of the H.S. Dent Advisors Network, and regular contributor on CNBC, as well as many other national and loca...

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” by going to https://financialadvisorsworkshop.com/ Bob Stone (https://www.telemus.com/) is the founder of Telemus. He is one of the original founding Partners at Telemus.  Bob works with Telemus clients to help them develop financial goals and investment strategies for the near to long term.  Bob has more tha...

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” by going to https://financialadvisorsworkshop.com/ RJ Devick (@luddite1984) has been a Financial Planner for more than 25 years, specializing in investment management, Sustainable, Responsible, and Impact Investing and retirement planning. RJ joined Penny Bond & Associates in 1993 and became a partner in 2001. RJ D...

Download our Guide on “How To Add $100M+ To Your Managed Assets This Year” for FREE by going to https://financialadvisorsworkshop.com/ Ahmie E. Baum ( https://www.interchangecp.com/ ) is the CEO of Interchange Capital Partners . Using a collaborative and comprehensive process developed over 40 years of practice in financial services, Ahmie has built a team that has a passion for what they do and t...

Download our Guide on “How To Add $100M+ To Your Managed Assets In 1 Year” for FREE by going to https://financialadvisorsworkshop.com/ This episode’s guest is David Medina ( StewFi.com ), founder & Investment Advisor Representative at Stewardship Financial . David helps his clients to obtain a work optional lifestyle with the kind of retirement and legacy they desire. Prior to founding Steward...

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/ Chris Janeway ( http://www.fourthpointwealth.com ) is a Certified Plan Fiduciary Advisor (CPFA) and the founder & president of Fourth Point Wealth - a company that works with a select group of families and organizations who are committed to understanding wealth and identify...

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/ Danna Jacobs joins the Financial Advisor’s Workshop table and talks about how she’s building her legacy with Legacy Care Wealth. She is the Co-Founder of Legacy Care Wealth, a Certified Planning Firm for Young Professionals. She employs comprehensive financial planning, tax eff...

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/ Timothy Bickmore (@bickmore57) is the Director of Financial Planning/Co-Founder at LBW Wealth Management. LBW provides financial growth and independence services to clients. After receiving a degree in economics, he accepted a position at a large, independent wealth management...

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/ Shawn Tydlaska (@ShawnTydlaska) is a certified financial planner and holds an MBA from the University of Michigan - Ross School of Business. Shawn also holds a BA in Economics and a Minor in Education from UCLA. After graduating from UCLA, Shawn was unprepared to manage his own...

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/ In this episode of Financial Advisors Workshop, our guest is a real role model of a businesswoman, Melanie Milam ( https://www.linkedin.com/in/melaniemilam ).  Along with her trusted advisor and partner, she will navigate you through the journey of creating a business, tak...

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/ Kathy Longo ( https://www.flourishwealthmanagement.com/ ), the President & Founder of Flourish Wealth Management. Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management®. Over the years, she gained extensive knowledge and wisdom working a...

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/ This episode’s guest is Cristina Briboneria ( https://oxygenfinancial.com/ ). Cristina is originally from Los Angeles, CA but has lived in Houston, TX, Cleveland, OH, and now resides in Atlanta, GA. Cristina graduated from Oberlin College with degrees in Mathematics and History...

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/ As one of the founding Visionaries, Brett Gilliland ( https://visionarywealthadvisors.com/ ) works on creating and executing the vision for the company, which is to provide world-class service to clients and grow to be the most prestigious wealth management firm in the markets...

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/ Gabriel Shahin (@FalconOfFinance) is the Principal and Founder of Falcon Wealth Planning. He has extensive experience in advanced tax planning, portfolio analysis, and investment management and has helped families and individuals reach their financial goals since 2003. Prior to...

Download the “How To Reach $100M+ In Managed Assets” for FREE by going to https://FourStarWealth.com/Advisors Josh Patrick is a Certified Financial Planner® and a Financial Transitionist®. He knows how to help you get the most value from your business both from personal experience (selling his successful 90-employee business) and from helping countless others do the same. In this episode, he joins...

Download our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://www.financialadvisorsworkshop.com/ John Kennedy ( https://www.linkedin.com/in/john-kennedy-cfp%C2%AE-715a6a19/ ) is a partner and Certified Financial Planner at CandorPath Financial. He provides expert guidance to families and business owners on their journey to financial success. In this episode, we talk about...

Download the “How To Reach $100M+ In Managed Assets” for FREE by going to https://www.financialadvisorsworkshop.com/ Gil Baumgarten ( http://segmentwm.com/ ) is a 37-year veteran of the investment industry and owner of Segment Wealth Management. He’s a multi-award-winning financial advisor, author, and family man. Gil explains the investing trends that the rich follow, how to use risk to your adva...

Download the “How To Reach $100M+ In Managed Assets” for FREE by going to https://www.financialadvisorsworkshop.com/ Jeremy Keil ( https://keilfp.com ), a financial advisor at Keil Financial Partners and the host of the Retirement Revealed podcast, he works to simplify complex financial decisions so you can make smarter retirement, investment, and tax planning decisions. Here we talk about his sta...

Download our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://www.financialadvisorsworkshop.com/ Rick English ( http://www.englishfinancial.net/ ) works independently as the Founder and Senior Financial Advisor of English Financial. He works with Business Owners and their CPAs to Reduce Taxes, Increase cash flow (business & personal), Secure dependable sources of TAX-F...

Download our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://www.financialadvisorsworkshop.com/ Dan Moisand is a fee-only financial advisor residing in Melbourne, Florida. He is regarded by many as one of America’s top financial advisors for retirees and near retirees. A happily married father of two, he is a past national President of the Financial Planning Association,...