Podcasts · For advisors

Financial Advisor's Workshop

As of Oct 6, 2026, Financial Advisor's Workshop, hosted by Brian Kasal of FourStar Wealth, has published 2 episodes in the last 90 days; the latest is "#104 Adapting to AI Without Losing the Human Touch w/ Richard Taylor, Investment Adviser Representative, FourStar Wealth" on Sep 7, 2026.

Interviews with practicing advisors about how they built their businesses, from marketing beyond seminars to retainer pricing and family office services. Guests name their firms and roles, which makes it easy to follow up on an idea.

Hosts: Brian Kasal
Firm: FourStar Wealth
For: Advisors
Topic: Practice management
Latest episode: Sep 7, 2026

Host verified as a registered investment adviser representative against IAPD on Oct 5, 2026.

Latest episodes

Sep 7, 2026

#104 Adapting to AI Without Losing the Human Touch w/ Richard Taylor, Investment Adviser Representative, FourStar Wealth 21 min
Aug 31, 2026

#103 The "No-Sales" Approach to Scaling Your Advisory Practice w/ Peggy Martin, Investment Adviser Representative, CHFC®, CASL®, FourStar Wealth 31 min
May 5, 2025

#102 Why the Wealthiest Clients Want a Virtual Family Office, Not a Plan w/ Anton Anderson, CEO, Elite Resource Team 25 min
Apr 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 23 min
Mar 17, 2025

#99 Marketing Beyond Seminars: Unconventional Ways to Win Clients w/ Art Meconi, Private Wealth Advisor, Ameriprise Financial Services, LLC 26 min
Feb 27, 2025

#98 Surge Meetings: The Productivity Hack Every Advisor Needs w/ Todd Bryant, Founding Partner, Signature Wealth Partners, LLC 28 min
Jan 13, 2025

#97 Mastering Sustainable Finance w/ Jeff Gitterman, Partner & CEO, Gitterman Wealth Management, LLC 36 min
Nov 11, 2024

#96 Finding Clients in a 30-Mile Radius w/ Rob Hoxton, Founding Member, Hoxton Planning & Management 31 min
Oct 21, 2024

#95 Challenges and Triumphs of Starting a Diverse Financial Firm w/ Rhys Williams, Chief Strategist & Portfolio Manager, Wayve Capital Management 27 min
Oct 14, 2024

#94 Guiding New Dentists, Vets, and Pharmacists to Financial Freedom w/ Mark Johnson, Wealth Advisor, RBF Wealth Advisors 32 min

From the show's feed, read Oct 6, 2026. Titles are the show's own; links open the show's pages.

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