Financial Advisor's Workshop with Brian Kasal #58 The Three C’s of Finance w/ Jamie Menges, Vice-President & Shareholder, PDS Planning Inc
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Jamie Menges (https://wealthadvicemadesimple.com/) is a shareholder and the Vice President of PDS Planning and he's here to share PDS’ unique approach to finance. Learn about their shift from the AUM model, the benefits of transparent fee structures, and their strategies to ensure employee growth. Explore how PDS stands out in the ever-evolving financial industry. In this episode Brian and Jamie discuss: 1. The New Financial Models
2. The Three C’s of Finance
3. Alternative Investment Sourcing
4. Future of Investment LinkedIn: https://www.linkedin.com/in/jamie-menges-cfp%c2%ae-cpa-97866319/ Website: https://wealthadvicemadesimple.com/, https://www.pdsplanning.com/meet-us/jamie-menges/ Twitter: https://twitter.com/JamieMenges Facebook: https://www.facebook.com/jamie.menges.39/ 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 a 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