Financial Advisor's Workshop with Brian Kasal #81 Leveraging Trust to Expand Your High Net Worth Client Base w/ Elliot Kallen, Owner & Wealth Advisor, Prosperity Financial Group, Inc.
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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 companies before forming Prosperity Financial Group, Inc. and is a frequent keynote speaker to charities, podcasts and radio shows on motivation, leadership, charitable work, marketing and various financial subjects.
In this episode, Brian and Elliot discuss:
1. The Art of Underpromising and Overdelivering in Financial Advisory
2. Leveraging Trust to Expand Your High Net Worth Client Base
3. The Story Behind Brighter Day Foundation
4. Exploring Liquid Alternatives
LinkedIn: https://www.linkedin.com/in/elliotkallen/
Website: https://prosperityfinancialgroup.com/
Charity Website: https://abrighterday.info/
Instagram: https://www.instagram.com/prosperityfinancialgroup/
Facebook: https://www.facebook.com/ProsperityFinancialGroupInc/
YouTube: https://www.youtube.com/channel/UCynH32iE0vZHwczDLmluCNw
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