Interviews with the World's Most Successful Financial Advisors.
Hosted by Brian Kasal the Founder and CEO of FourStar Wealth in Chicago, IL.
Financial Advisor's Workshop with Brian Kasal
Claim This Podcastby Brian Kasal
4.8(26 reviews)
102 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
86
Podcast Authority
BetaExcellentBased on show quality, social media presence, reviews, charts, and more
Quality91
Social94
YouTube76
Engagement77
Podcast Overview
Interviews with the World's Most Successful Financial Advisors. Hosted by Brian Kasal the Founder and CEO of FourStar Wealth in Chicago, IL.
Language
🇺🇲
Publishing Since
3/17/2022
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86
Podcast Authority
BetaExcellentBased on show quality, social media presence, reviews, charts, and more
Quality91
Social94
YouTube76
Engagement77
8
Excellent Areas
3
Good Performance
8
Growth Opportunities
excellent
Episode Length
27 minutes
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good
Publishing Consistency
Every 11 days
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Recent Episodes
May 5, 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.
April 2, 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.
March 17, 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.
102 total episodes available
Recent guests on Financial Advisor's Workshop with Brian Kasal
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Anton Anderson
Guest
David Clayman
Guest
Arthur J Meconi III
Guest
Todd Bryant
Guest
Jeff Gitterman
Guest
Rob Hoxton
Guest
Rhys Williams
Guest
Mark Johnson
Guest
Jason Lund
Guest
Robert Schultz
Guest
Deep-dive analytics for Financial Advisor's Workshop with Brian Kasal
Frequently asked questions
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- What is Financial Advisor's Workshop with Brian Kasal?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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