Managing the Complexities of Wealth with Bob Stone

    | July 19, 2022

     

    Bob Stone, Partner and Senior Financial Life Advisor, discusses moves you can make to grow your financial advisor practice with FourStar Wealth Advisor Brian Kasal.  Bob talks about the founding of Telemus, the importance of expanding solutions, increasing efficiency through technology and more.

    Listen Now

     

     

    The article provided above is from a third party source, which we believe to be reliable, however Telemus cannot guarantee the accuracy or completeness of such information, and certain information may have been condensed or summarized from its original source. Financial Advisor's Workshop with Brian Kasal is a podcast owned and operated by an independent third-party. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Telemus Capital.

    The information is presented solely for informational purposes. Telemus does not provide tax or legal advice, and nothing in these materials should be taken as such. Past performance is no guarantee of future results. No investor should assume that future performance will be profitable, or equal previous performance. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk and cybersecurity risk. These risks are more fully described in Telemus Capital’s Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value. Advisory services are only offered to clients or prospective clients where Telemus and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Telemus unless a client service agreement is in place.

    New call-to-action
    New Call-to-action