Financial Advisor's Workshop with Brian Kasal #88 The Right People On The Right Bus: Navigating Team Alignment w/ Darby Affeldt, Financial Advisor & Insurance Broker, North Star Resource Group
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Darby Affeldt (https://www.northstarfinancial.com/), DVM, RICP®, is a highly credentialed financial advisor with a passion for education and helping clients achieve their financial goals. Growing up in Colorado, Darby developed a love for the outdoors and pursued both her bachelor’s and doctorate degrees from Colorado State University. Her background as a Doctor of Veterinary Medicine uniquely positions her to understand the financial needs of veterinarians and other professionals in the medical field.
In this episode, Brian and Darby discuss:
1. The Right People on the Right Bus: Navigating Team Alignment
2. Breaking Free from the Small Client Mindset
3. The Power of Niche Marketing
4. How to Leverage Your Background to Create a Unique Financial Practice
LinkedIn: https://www.linkedin.com/in/darbyaffeldt/
Website: https://www.northstarfinancial.com/
Book: https://www.amazon.com/Books-Darby-L-Affeldt-DVM/s?rh=n%3A283155%2Cp_27%3ADarby+L+Affeldt+DVM
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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