Building a Cross-Border Practice - Crafting Financial Futures for Wanderers and Inheritors
Join the webinar on February 18th featuring Stewart Koesten, focusing on building a cross-border financial practice, serving the Jewish community, and sharing marketing strategies for global financial planning.
Speakers
Ashley Murphy, CFP® GFP Fellow, is a tri-citizen of the USA, Australia and the UK. Ashley is the founder and Principal of Arete Wealth Strategists Australia, a fee-only financial planning and investment management firm for Australian/American expatriates in the United States and Australia.
From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He served as a Knowledge Circle host for the Financial Planning Association's International and Cross-Border Knowledge Circle (2017 - 2019), and is a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the few financial advisors qualified in multiple countries. Ashley has been quoted in the Wall Street Journal and profiled in Financial Advisor Magazine.
Ashley lives with his wife Eliza, and daughters Elise & Jasmine in Minneapolis, MN. He enjoys cycling, reading and world travel. He is a futurist with interests in architecture, renewable energy and demographics.
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Stewart Koesten, Chairman of Aspyre Wealth Partners, specializes in Global Financial Planning. He has nearly 40 years of experience as a wealth manager and finds it extremely rewarding to help people live their life to the fullest, every day. His clients either have the financial resources to achieve their goals now, or they have a desire and commitment to accumulate the resources to accomplish their goals in the future. Stewart has a unique specialty of working with clients who have a passion for travel, living abroad, or have plans to expatriate.
In 1997 Stewart and his wife, Dr. Joy Koesten, founded Aspyre Wealth Partners when they opened Koesten Hirschmann & Crabtree (which later became KHC Wealth Management). They started the firm to provide comprehensive, fee-only financial planning for successful business executives seeking help with complex compensation packages. The company soon expanded to include individuals and families with a range of needs and financial circumstances.
About this webinar
Our February presentation will feature Stewart Koesten, MSFS, CFP®, CIMA®, Cert(IM), GFP Fellow. Stewart is the Founder and Chairman of Aspyre Wealth Partners, an Overland, KS wealth manager with more than $500M in AUM. Stewart will focus his presentation on his marketing strategies as he ventures out to expand his cross-border practice. His 2024 goal was to acquire one comprehensive global financial planning client with $3M or more in assets under management, and in 2025, his target is three new comprehensive clients. Please join us as we hear about how Stewart has gone about finding his niche and offering his services as an established domestic planner making a foray into international and cross-border planning.
- Stewart’s professional journey to date - choosing a professional niche that aligns with Stewart’s current stage in life
- How he selected a niche focusing on the Jewish community, specifically children and grandchildren of Holocaust survivors
- Figuring out where to market/promote his services
- What unique challenges does/do this demographic face?
- Growth goals
We hope you can join us!
FAQs
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
Open webinars are free to everyone and premium webinars require payment by everyone except Full and Associate members.
No worries! We will record the webinar and send the recording link.
Certainly. Just give them this website address and ask them to register.
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