#38 Protecting Your Clients' Investments In A Down Market w/ Mark Mitamura | CEO at The Reserve Investments

Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com

Mark Mitamura (https://www.reserveinvestments.com/) is the CEO of The Reserve Investments, LLC, and specializes in retirement planning and implementing retirement plans in small businesses.

In this episode, Brian and Mark discuss:

• Financial Advising is Really About Marketing
• Using Blackrock’s Aladdin system to Build Resilient Client Portfolios
• Planning Client Portfolios During A Down Market
• How Often Should You Talk To Your Clients?
• The Benefits of Working with Clients You Enjoy 
• Growing Your Company During A Pandemic

LinkedIn: https://www.linkedin.com/in/markmitamura/

Website: https://www.reserveinvestments.com/

Facebook: https://www.facebook.com/ReserveInvestments

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://financialadvisorsworkshop.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