Financial Advisor's Workshop with Brian Kasal #56 The Importance of Serving Clients Based on Their Needs w/ Damon King, Certified Financial Planner, ChappelWood Financial Services
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Damon King (https://www.chappelwood.com/) is an investment advisor at ChappelWood Financial Services in Edmond, OK. As a Certified Fund Raising Executive, Damon served families and non-profit organizations for 12 years as a charitable gift planner. Damon is an Investment Advisor to Millionaires, Radio Show Writer and Co-Host, Financial Education Instructor and Speaker, and Cheerleader for Millionaires and Aspiring Millionaires. In this episode, Brian and Damon discuss: 1. The Dynamic World of Financial Planning 2. The Importance of Serving Clients Based on Their Needs 3. Preserving Legacies 4. The Impact Financial Planning Can Have on Individuals and Families LinkedIn: https://www.linkedin.com/in/kingoffinance/ Website: https://www.chappelwood.com/ Twitter: https://twitter.com/damonmking1 Facebook: https://www.facebook.com/damon.king.5439/ Youtube: https://www.youtube.com/@financialdiva Podcast: https://hubhopper.com/podcast/its-all-about-the-money-honey/46539 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