Financial Advisor's Workshop with Brian Kasal #44 Understanding the 2022 Market Anomaly w/ Brian Kasal | CEO at Fourstar Wealth Advisors
Download “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com/
Brian Kasal discusses the current state of the financial advisory industry, market challenges, and how to best prepare your practice for growth.
In this episode Brian discusses:
- How To Attract New Clients
- Will AI Take Over Financial Advisors?
- Why Did The Silicon Valley Bank Fail?
- Defensive Strategies You Can Apply Today
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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