Financial Advisor's Workshop with Brian Kasal #55 Finding Your Financial Niche w/ Sam Brownell, Founder, Stratus Wealth Advisors
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 increasing number of independent business owners sought Sam’s advice on their short and long-term planning needs, including valuation, tax strategy, business continuity planning, and succession planning. In this episode, Brian and Sam discuss: 1. Financial Advising in a Niche 2. How Financial Planning fits into Success Planning 3. Finding Your Financial Niche 4. Creating a Successful Financial Advising Company LinkedIn: https://www.linkedin.com/in/sambrownell/ Website: https://stratuswealthadvisors.com/ Interview: https://www.impactcommunications.org/best-practices-blog/swift-chat-with-sam-brownell-and-jonny-swift-top-tips-for-independent-business-owners 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