# 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.

As of: 2026-10-06
Address: https://advisoriq.com/podcasts/financial-advisors-workshop/

## Facts

- hosts: Brian Kasal
- firm: FourStar Wealth
- audience: advisors
- topic: Practice management
- summary: 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.
- host_verification: registered investment adviser representative, verified against IAPD on 2026-10-05
- episodes_last_90_days: 2
- latest_episodes: title: #104 Adapting to AI Without Losing the Human Touch w/ Richard Taylor, Investment Adviser Representative, FourStar Wealth, published_on: 2026-09-07, url: https://podcasters.spotify.com/pod/show/financialadvisorsworkshop/episodes/104-Adapting-to-AI-Without-Losing-the-Human-Touch-w-Richard-Taylor--Investment-Adviser-Representative--FourStar-Wealth-e3ofigl; title: #103 The "No-Sales" Approach to Scaling Your Advisory Practice w/ Peggy Martin, Investment Adviser Representative, CHFC®, CASL®, FourStar Wealth, published_on: 2026-08-31, url: https://podcasters.spotify.com/pod/show/financialadvisorsworkshop/episodes/103-The-No-Sales-Approach-to-Scaling-Your-Advisory-Practice-w-Peggy-Martin--Investment-Adviser-Representative--CHFC--CASL--FourStar-Wealth-e3o4nvv; title: #102 Why the Wealthiest Clients Want a Virtual Family Office, Not a Plan w/ Anton Anderson, CEO, Elite Resource Team, published_on: 2025-05-05, url: https://podcasters.spotify.com/pod/show/financialadvisorsworkshop/episodes/102-Why-the-Wealthiest-Clients-Want-a-Virtual-Family-Office--Not-a-Plan-w-Anton-Anderson--CEO--Elite-Resource-Team-e329mv0; title: #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, published_on: 2025-04-02, url: https://podcasters.spotify.com/pod/show/financialadvisorsworkshop/episodes/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-e30b0n2; title: #99 Marketing Beyond Seminars: Unconventional Ways to Win Clients w/ Art Meconi, Private Wealth Advisor, Ameriprise Financial Services, LLC, published_on: 2025-03-17, url: https://podcasters.spotify.com/pod/show/financialadvisorsworkshop/episodes/99-Marketing-Beyond-Seminars-Unconventional-Ways-to-Win-Clients-w-Art-Meconi--Private-Wealth-Advisor--Ameriprise-Financial-Services--LLC-e2vut4g; title: #98 Surge Meetings: The Productivity Hack Every Advisor Needs w/ Todd Bryant, Founding Partner, Signature Wealth Partners, LLC, published_on: 2025-02-27, url: https://podcasters.spotify.com/pod/show/financialadvisorsworkshop/episodes/98-Surge-Meetings-The-Productivity-Hack-Every-Advisor-Needs-w-Todd-Bryant--Founding-Partner--Signature-Wealth-Partners--LLC-e2unf0i; title: #97 Mastering Sustainable Finance w/ Jeff Gitterman, Partner & CEO, Gitterman Wealth Management, LLC, published_on: 2025-01-13, url: https://podcasters.spotify.com/pod/show/financialadvisorsworkshop/episodes/97-Mastering-Sustainable-Finance-w-Jeff-Gitterman--Partner--CEO--Gitterman-Wealth-Management--LLC-e2te65f; title: #96 Finding Clients in a 30-Mile Radius w/ Rob Hoxton, Founding Member, Hoxton Planning & Management, published_on: 2024-11-11, url: https://podcasters.spotify.com/pod/show/financialadvisorsworkshop/episodes/96-Finding-Clients-in-a-30-Mile-Radius-w-Rob-Hoxton--Founding-Member--Hoxton-Planning--Management-e2qqu0d; title: #95 Challenges and Triumphs of Starting a Diverse Financial Firm w/ Rhys Williams, Chief Strategist & Portfolio Manager, Wayve Capital Management, published_on: 2024-10-21, url: https://podcasters.spotify.com/pod/show/financialadvisorsworkshop/episodes/95-Challenges-and-Triumphs-of-Starting-a-Diverse-Financial-Firm-w-Rhys-Williams--Chief-Strategist--Portfolio-Manager--Wayve-Capital-Management-e2pthem; title: #94 Guiding New Dentists, Vets, and Pharmacists to Financial Freedom w/ Mark Johnson, Wealth Advisor, RBF Wealth Advisors, published_on: 2024-10-14, url: https://podcasters.spotify.com/pod/show/financialadvisorsworkshop/episodes/94-Guiding-New-Dentists--Vets--and-Pharmacists-to-Financial-Freedom-w-Mark-Johnson--Wealth-Advisor--RBF-Wealth-Advisors-e2pjm6l
- links: apple_podcasts: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408, spotify: not stated, rss: https://anchor.fm/s/86145358/podcast/rss, website: https://financialadvisorsworkshop.com/

## Notes

- Inclusion is editorial and never paid. AdvisorIQ does not accept money, sponsorship or anything else of value to list a show.
- Every listed show has at least one host who currently holds an investment adviser registration, checked against the SEC's Investment Adviser Public Disclosure (IAPD) records on the date shown.
- AdvisorIQ does not endorse the views expressed on these shows, and listing one is not a recommendation of its hosts or their firms.
- Episodes link to each show's own pages. AdvisorIQ does not host or copy audio; episode titles are the show's own.

## Sources

- The show's RSS feed, checked 2026-10-06: https://anchor.fm/s/86145358/podcast/rss
- SEC Investment Adviser Public Disclosure (IAPD), checked 2026-10-05: https://adviserinfo.sec.gov/

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## Cite as

AdvisorIQ, as of 2026-10-06. https://advisoriq.com/podcasts/financial-advisors-workshop/

License: https://advisoriq.com/license/