Financial Advisor's Workshop with Brian Kasal

Hosted by Brian Kasal

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106

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Oct 2026

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Interviews with the World's Most Successful Financial Advisors. Hosted by Brian Kasal the Founder and CEO of FourStar Wealth in Chicago, IL.

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October 23, 2026Episode 10745 min

#107 Why 80% of Financial Advisors Belong in Independent Models w/ Rick Rummage, President, The Rummage Group

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Rick Rummage is the founder and CEO of The Rummage Group, one of the nation's premier career consulting and recruiting firms specializing in the financial advisory industry. Drawing on a 20-year brokerage career where he served as a top-quintile financial advisor, sales manager, and complex director at Morgan Stanley, Rick brings a unique "sports agent" approach to helping advisors navigate career transitions. Managing a team of 20 consultants nationwide, Rick has assisted hundreds of high-producing advisors—typically managing over $50M in AUM or $500K in revenue—in finding their ideal home across wirehouses, regional firms, plug-and-play setups, and independent RIAs. In this episode, Brian and Rick discuss: The Sports Agent Approach to Advisory Transitions: How conducting deep, 360-degree personal and professional due diligence helps advisors find the exact model fitted for their goals. Why 10% of Advisors Move Annually: Addressing the true catalysts behind advisor transitions—from administrative frustration and lack of freedom to corporate wirehouse restrictions. Debunking the Independent Myths: Unpacking false industry narratives around independent payouts, compliance burdens, and operational overhead. Understanding the Spectrum of Independence: Exploring the 10 advisory models, from discount firms and banks to W-2 wirehouses, plug-and-play environments, and pure independent RIAs. Next-Gen Succession & Practice Growth: How younger advisors can position themselves to acquire legacy books, and why modern marketing tools like podcasting drive exponential growth. https://www.linkedin.com/in/rickrummage/?isSelfProfile=false To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/Advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

October 13, 2026Episode 10619 min

#106 Moving to the RIA Independent Space w/ Azmi Sharif, Investment Adviser Representative, FourStar Wealth

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Azmi Sharif is the CEO of Shariff Wealth Strategies and The Other Side of Medicine, based in Oak Brook, Illinois. After starting his academic journey in pre-health at Creighton University, Azmi pivoted to financial analysis to join his father, Sharif Sharif, building a multi-generational practice that caters to physicians, business owners, and high-net-worth individuals. By shifting from traditional broker-dealer constraints to independent RIA platforms, Azmi has expanded the firm’s offerings to include alternative investments, real estate, and crypto assets while scaling the practice into new markets. In this episode, Brian and Azmi discuss: The Pivot from Pre-Med to Wealth Management: How witnessing the burnout of private practice physicians led Azmi to team up with his father. Working with Medical Professionals: Establishing deep trust with busy doctors who require reliable, hands-off wealth strategies. Expanding Beyond a Niche: Rebranding to Shariff Wealth Strategies to serve auto body shop owners, athletes, and small business entrepreneurs. Breaking Free from Broker-Dealer Restraints: Transitioning to an independent RIA model to offer crypto, private equity, and real estate alternatives. Smooth Client Transitions & Succession Planning: Leveraging modern onboarding tools and building back-office support for seamless next-gen practice handoffs. https://www.othersideofmedicine.com/about-us linkedin.com/in/azmi-sharif-4a6849383 https://fourstarwealth.com/staff/azmi-sharif To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/Advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

October 12, 2026Episode 10535 min

#105 Why Traditional Broker-Dealers Restrict High-Net-Worth Growth w/ Sharif Sharif, Investment Adviser Representative, FourStar Wealth

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Sharif Sharif is a senior financial advisor based in Oak Brook, Illinois, and the founder of The Other Side of Medicine. Beginning his career in 1981, Sharif built a highly specialized, 40-year practice catering almost exclusively to medical professionals and physicians. By mastering niche needs like disability insurance, asset protection, and employment contract reviews, Sharif created a thriving practice rooted in deep personal relationships. Now partnering with his son, Azmi, the firm continues its legacy by transitioning toward independent RIA-backed assets under management (AUM) and modern wealth solutions. In this episode, Brian and Sharif discuss: Specializing in the Medical Niche: Understanding what makes physicians tick, from residency challenges to asset protection and specialized disability coverage. Building a Practice Through Seminars & Spousal Involvement: Why engaging spouses and bringing in professional partners (CPAs, attorneys, bankers) creates loyal, lifelong clients. The Breaking Point of Big Wirehouses: Overcoming restrictive corporate environments, fragmented software systems, and multi-layered management to embrace true RIA independence. Successful Succession Planning: Transitioning a multi-decade client base to the next generation while preserving trust and personal connections https://www.othersideofmedicine.com/about-us To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/Advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

September 7, 2026Episode 10421 min

#104 Adapting to AI Without Losing the Human Touch w/ Richard Taylor, Investment Adviser Representative, FourStar Wealth

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Richard Taylor is a veteran financial advisor based in Battle Creek, Michigan, with over four decades of experience in the wealth management industry. Beginning his career in accounting before joining E.F. Hutton and later partnering with his father, Richard has built a deeply personal, multi-generational practice where three-quarters of his client base spans up to three generations. By blending traditional hands-on service with modern technology—including leverage of new media and podcasting—Richard focuses on guiding families through complex estate decisions, emotional market cycles, and historical context rather than pushing Wall Street products. In this episode, Brian and Richard discuss: The Evolution of the Practice: Transitioning from paper ledgers and stockbroker roots at E.F. Hutton to independent wealth advisory. Maintaining Multi-Generational Relationships: Managing client books that span three generations through hands-on, high-touch relationships. Breaking Free from Big Banking Constraints: Leaving corporate wirehouse restrictions to deliver tailored, client-first advice. Using Podcasting & History to Calm Volatility: Framing current market swings with historical context to help clients manage emotion and fear. The Future of Tech & AI in Advisory: Harnessing AI tools to streamline financial planning while restoring client trust away from mega-institutions. https://fourstarwealth.com/staff/richard-taylor LinkedIn: https://www.linkedin.com/in/richard-taylor-22b656397/ To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/Advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

August 31, 2026Episode 10331 min

#103 The "No-Sales" Approach to Scaling Your Advisory Practice w/ Peggy Martin, Investment Adviser Representative, CHFC®, CASL®, FourStar Wealth

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Peggy Martin is a financial advisor based in the San Francisco Bay Area (Morgan Hill, CA) with over 35 years of industry experience. Partnering with her husband Craig, Peggy specializes in wealth planning, legacy strategies, and holistic financial guidance, taking a deeply compassionate, high-touch approach to working with families, seniors, widows, and widowers. Backed by advanced industry designations—including a ChFC®, Master’s in Financial Services, and Charter Advisor for Senior Living—Peggy combines analytical precision with empathetic hand-holding, building a thriving, referral-driven practice rooted in genuine community involvement and relationship-building rather than cold marketing. In this episode, Brian and Peggy discuss: Transitioning from Insurance to AUM: Moving away from transactional sales toward full-service financial planning that stabilizes client emotions during volatile markets. The Power of High-Touch Client Care: How face-to-face reassurance saved a client from panic-selling at the bottom of the market. Organic Client Growth Through Community Work: Building a high-net-worth client base naturally through non-profit leadership, local volunteerism, and authentic connections. Escaping the Solo Advisor Trap: Reclaiming time and bandwidth by leveraging back-office support for trading, compliance, and administration while maintaining full operational autonomy. Website: http://www.healthywealthyfamilies.net/ https://fourstarwealth.com/staff/peggy-martin LinkedIn: https://www.linkedin.com/in/peggy-martin-msfs-chfc-clu-casl-190059a/ To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/Advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

May 5, 2025Episode 10224 min

#102 Why the Wealthiest Clients Want a Virtual Family Office, Not a Plan w/ Anton Anderson, CEO, Elite Resource Team

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 able to identify, contact, engage, monetize, and maintain relationships with CPAs, resulting in much more proactive and holistic planning. This win/win relationship allows the CPA to deliver the value that their clients want and need, while simultaneously reducing the inefficiencies that Financial Advisors experience using traditional cold marketing techniques and referral models. In this episode, Brian and Anton discuss: 1. Disrupting the Status Quo: The CPA–Advisor Partnership Model 2. Why Your Wealthiest Clients Need a Virtual Family Office—Not Just Advice 3. The End of the One-Man Advisor Model 4. What Oprah, the Waltons, and Gates Know About Wealth Management LinkedIn: https://www.linkedin.com/in/antonjanderson?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3B7jU0THxfR%2ByLKGCJX4hAPg%3D%3D Website: http://www.elitert.com/ Facebook: http://facebook.com/eliteresourceteam To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/Advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

April 2, 2025Episode 10023 min

#100 Is the 1% AUM Model Dying? The Rise of Retainer-Based Financial Planning w/ David Clayman, Co-Founder, CEO, & Wealth Manager, Twelve Points Wealth Management

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 a car collector. Working with Dave, clients experience collaboration with a professional who shares a similar experience; enabling them to chart a path to freedom – whatever that may mean to them. In this episode, Brian and David discuss: 1. Why Financial Planning Must Align with Client Values 2. From 7 to 100 Advisors: The $20 Billion Vision 3. The BHAG Strategy 4. Why One-Size-Fits-All Financial Advice Fails LinkedIn: https://www.linkedin.com/in/daveclayman/ Website: https://twelvepointswealth.com/ Article: https://www.wsj.com/articles/as-oil-prices-climb-some-harbor-doubts-1423009406 To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/Advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

March 17, 2025Episode 9925 min

#99 Marketing Beyond Seminars: Unconventional Ways to Win Clients w/ Art Meconi, Private Wealth Advisor, Ameriprise Financial Services, LLC

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, offering tailored recommendations and support for tax, estate, and retirement planning. With his extensive expertise and a well-established network of expert providers, Arthur explores wide range of opportunities to maximize his clients' financial potential. In this episode, Brian and Art discuss: 1. The Power of Relationships: Small Gestures, Big Impact 2. Client Retention Strategies: Building Trust in Times of Change 3. The Franchise Model vs. Independent Practice 4. Focus on Relationships, Not Just Numbers LinkedIn: https://www.linkedin.com/in/artmeconi/ Website: https://www.ameripriseadvisors.com/arthur.j.meconi-iii/ Facebook: https://www.facebook.com/ArthurJMeconi To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/Advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

February 27, 2025Episode 9827 min

#98 Surge Meetings: The Productivity Hack Every Advisor Needs w/ Todd Bryant, Founding Partner, Signature Wealth Partners, LLC

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 40. In 2023, he appeared on the Nasdaq Web Series “Queue & A” from Nasdaq International Headquarters in Times Square and co-authored the book More Than Money: Real Life Stories of Financial Planning. Bryant also helped write a financial literacy course, which is now accessible to high school students across the country. In this episode, Brian and Todd discuss: 1. Overcoming the ‘Too Young’ Objection in Finance 2. The Power of Instant Communication 3. What a $400M Firm is Doing Differently in Wealth Management 4. The Advisor’s Roadmap to Long-Term Success LinkedIn: https://www.linkedin.com/in/toddabryant/ Website: https://www.yoursignaturewealth.com/ Article: https://www.bizjournals.com/orlando/news/2020/11/19/2020-40-under-40-todd-bryant.html To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/Advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

January 13, 2025Episode 9736 min

#97 Mastering Sustainable Finance w/ Jeff Gitterman, Partner & CEO, Gitterman Wealth Management, LLC

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 Risk Tolerance)® Investing Services, which offer climate-focused investing solutions to both financial professionals and individual investors. Jeff has been featured in Forbes, Barron’s, The Wall Street Journal, Financial Advisor, Morningstar Magazine, and on CNN, among many others. He is a co-host of TheIMPACT show, which films at the NYSE and airs on fintech.tv, and also speaks frequently about climate-focused investing at conferences throughout the United States. Jeff is the author of Beyond Success: Redefining the Meaning of Prosperity, and also an Associate Producer of the feature documentary film Planetary. For more information, please visit www.GittermanAsset.com and www.GittermanWealth.com . In this episode, Chris and Jeff discuss: 1. Why Passion Drives Real Connections with Clients 2. Understanding the True Role of ESG in Investing 3. Why Governance (the ‘G’ in ESG) Matters for Advisors 4. Cultivating Long-Term Client Relationships in a Niche Market LinkedIn: https://www.linkedin.com/in/jeffgitterman/ Website: https://gittermanasset.com/ https://www.gittermanwealth.com/ Book: https://www.amazon.com/Beyond-Success-Redefining-Meaning-Prosperity/dp/1452594023/ Documentary Film (Associate Producer): https://player.vimeo.com/video/60234866 Show: https://www.fintech.tv/News/Host/7-Jeff-Gitt To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/Advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

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