Financial Advisor's Workshop with Brian Kasal #35 How To Set Up Clients To Weather Any Storm w/ John Olson | Financial Advisor and President at 2250 Financial Services, Inc.
Download “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
In this episode, John Olson (https://www.2250financial.com/) and Brian Kasal discuss:
-How To Handle A Growing Client Base
-The Greatest Tool For Client Retention
-One Simple Method To Gain Client Trust
-The Difference Between Investment Management And Financial Planning
John has served many clients including military, federal, civilian, retirees, and young families, guiding them through all of life's milestones and challenges. John started 2250 Financial Services in 2020 in honor of his late father, John.
Office Address: 251 Najoles Rd, Suite G, Millersville, MD 21108
Office Phone: 410-774-6723
Website: https://www.2250financial.com/
Twitter: https://twitter.com/JohnWOlson4
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or 2250 Financial Services, Inc.
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/channel/UCFRh9BxjF0cT7PdkEhsg6lw
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.financialadvisorworkshop.com/
Interested in working at 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