Financial Advisor's Workshop with Brian Kasal

About Financial Advisor's Workshop with Brian Kasal

Interviews with the World's Most Successful Financial Advisors. Hosted by Brian Kasal the Founder and CEO of FourStar Wealth in Chicago, IL.

Publisher

Brian Kasal

Category

business

Language

en

Explicit

No

First episode

17 Mar 2022

Latest episode

5 May 2025

Latest episodes

102 episodes in the feed.

1. 

   5 May 2025

   #102 Why the Wealthiest Clients Want a Virtual Family Office, Not a Plan w/ Anton Anderson, CEO, Elite Resource Team

   Brian Kasal interviews Anton Anderson, CEO of Elite Resource Team, on why top clients seek virtual family offices over traditional financial plans.

2. 

   2 Apr 2025

   #100 Is the 1% AUM Model Dying? The Rise of Retainer-Based Financial Planning w/ David Clayman, Co-Founder, CEO, & Wealth Manager, Twelve Points Wealth Management

   Brian Kasal interviews David Clayman, CEO of Twelve Points Wealth Management, about the shift from AUM to retainer-based financial planning and aligning advice with client values.

3. 

   17 Mar 2025

   #99 Marketing Beyond Seminars: Unconventional Ways to Win Clients w/ Art Meconi, Private Wealth Advisor, Ameriprise Financial Services, LLC

   Brian Kasal interviews Arthur J. Meconi III, Private Wealth Advisor, on unconventional client acquisition strategies and building lasting relationships.

Who has been a guest on Financial Advisor's Workshop with Brian Kasal

Names identified in recent episode analyses. Showing up to five guests.

• Anton Anderson
• David Clayman
• Arthur J Meconi III
• Todd Bryant
• Jeff Gitterman

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

11,968

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

21 ratings

Spotify

4.2 / 5

5 ratings

Podcast Authority Score: 86 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

91

Social presence

94

YouTube

76

Engagement

77

Contact Financial Advisor's Workshop with Brian Kasal

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.