Financial Advisor's Workshop with Brian Kasal

Publicly listed emails

briankasalfinancialadvisor@gmail.com

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#107 Why 80% of Financial Advisors Belong in Independent Models w/ Rick Rummage, President, The Rummage Group

October 15, 2026

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Rick Rummage is the founder and CEO of The Rummage Group, one of the nation's premier career consulting and recruiting firms specializing in the financial advisory industry. Drawing on a 20-year brokerage career where he served as a top-quintile financial advisor, sales manager, and complex director at Morgan Stanley, Rick brings a unique "sports agent" approach to helping adviso...

#106 Moving to the RIA Independent Space w/ Azmi Sharif, Investment Adviser Representative, FourStar Wealth

October 13, 2026

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Azmi Sharif is the CEO of Shariff Wealth Strategies and The Other Side of Medicine, based in Oak Brook, Illinois. After starting his academic journey in pre-health at Creighton University, Azmi pivoted to financial analysis to join his father, Sharif Sharif, building a multi-generational practice that caters to physicians, business owners, and high-net-worth individuals. By shifting from tradi...

#105 Why Traditional Broker-Dealers Restrict High-Net-Worth Growth w/ Sharif Sharif, Investment Adviser Representative, FourStar Wealth

October 12, 2026

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Sharif Sharif is a senior financial advisor based in Oak Brook, Illinois, and the founder of The Other Side of Medicine. Beginning his career in 1981, Sharif built a highly specialized, 40-year practice catering almost exclusively to medical professionals and physicians. By mastering niche needs like disability insurance, asset protection, and employment contract reviews, Sharif created a thri...

How do I get in touch with Financial Advisor's Workshop with Brian Kasal?

Financial Advisor's Workshop with Brian Kasal is hosted by Brian Kasal. Its publicly listed email is briankasalfinancialadvisor@gmail.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Financial Advisor's Workshop with Brian Kasal?

The publicly listed email for Financial Advisor's Workshop with Brian Kasal: briankasalfinancialadvisor@gmail.com.

How many listeners does Financial Advisor's Workshop with Brian Kasal have?

Podseeker estimates Financial Advisor's Workshop with Brian Kasal reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Financial Advisor's Workshop with Brian Kasal?

Financial Advisor's Workshop with Brian Kasal typically books working professionals with real expertise. Typical guest background: Experienced financial advisors with established practices or leaders of businesses serving advisors, who can offer concrete expertise in wealth management or practice development. Common among recent guests: Built or led an established financial-advisory practice; Developed a distinctive client niche or service model; Led a firm or service focused on advisor growth. Recent guests include Sharif Sharif, Richard Taylor, and Peggy Martin.

How hard is it to get booked on Financial Advisor's Workshop with Brian Kasal?

Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.

What topics does Financial Advisor's Workshop with Brian Kasal cover?

Recent episodes cover Finance, Financial Services, Wealth Management, Practice Management, and Client Acquisition. Pitch an idea tied to one of these topics and mention a recent episode.