• #77 Exploring Innovations in Portfolio Construction w/ Brett Nelson, CLU®, Wealth Advisor, Prevail Innovative Wealth Strategies

  • Apr 4 2024
  • Length: 34 mins
  • Podcast

#77 Exploring Innovations in Portfolio Construction w/ Brett Nelson, CLU®, Wealth Advisor, Prevail Innovative Wealth Strategies  By  cover art

#77 Exploring Innovations in Portfolio Construction w/ Brett Nelson, CLU®, Wealth Advisor, Prevail Innovative Wealth Strategies

  • Summary

  • Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/

    Brett Nelson (https://prevailiws.com/) is a financial advisor at Prevail Innovative Wealth Strategies dedicated to helping his clients achieve long-term financial security through effective risk management strategies. He is a Chartered Life Underwriter, and he believes in empowering his clients through education and transparent communication, ensuring they have the tools and understanding to achieve their financial dreams.

    In this episode, Brian and Brett discuss:

    1. Optimizing Investment Portfolios

    2. Achieving Financial Harmony Through Comprehensive Planning

    3. Adapting Investment Strategies to Market Volatility

    4. The Role of Life Insurance in Estate Planning

    LinkedIn: https://www.linkedin.com/in/brett-nelson-clu%C2%AE-5219b322/

    Website: https://prevailiws.com/

    YouTube: https://www.youtube.com/@prevailinnovativewealthstr4181

    Facebook: https://www.facebook.com/bretteugene

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    iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

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    Website: https://www.financialadvisorsworkshop.com/

    Work with FourStar: https://financialadvisorsworkshop.com/Advisors

    DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

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