#50 Connecting With Clients: Sports Metaphors in Finance w/ Ari Baum, CEO, Endurance Wealth Partners

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Ari Baum (https://www.endurancewealthpartners.com/), the CEO and Founder of Endurance Wealth Partners, talks about his inspiring transition from stockbroker to financial planner, the creation of his Q4 Formula, and the importance of aligning personal values with financial goals. In this episode Brian Kasal and Ari Baum discuss: 1. The Power of the Q4 Formula 2. Leverage Technology for Success 3. Effective Financial Advice 4. Clear Thinking in Uncertain Markets LinkedIn: https://www.linkedin.com/in/aribaumcfp/ Website: https://www.endurancewealthpartners.com/ Twitter: https://twitter.com/AriBaum97 Facebook: https://www.facebook.com/Endurancewealth/ YouTube: https://www.youtube.com/@theironadvisor 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