New to the town and lacking established connections, our guest craved a space filled with people genuinely interested in learning about financial planning. Seminars became his platform for connection, and he emphasizes that anyone can master them with preparation.   

Joining us today is Kurt Stahl, President at Gulf Coast Financial Planning LLC, who shares his journey of building a successful practice centered around seminar marketing.  

The key to a successful seminar, according to Kurt, lies in effectively linking the chosen subject matter to a broader financial planning framework. He advises presenters to frame their talks in a way that compels attendees to seek personalized guidance to solidify their financial well-being.  

Ultimately, Kurt’s journey exemplifies the power of seminars not only as a marketing tool but also as a platform for building lasting relationships and providing genuine value to clients.   

In this episode, you’ll learn key concepts on:  

• Building genuine connections with prospects 

• Mastering seminar marketing 

• Attracting your targeted audience 

• Becoming a captivating presenter 

• And more! 

Connect with Lara Galloway: 

• LinkedIn: Lara Galloway 

• White Glove 

Connect with Kurt Stahl: 

• LinkedIn: Kurt Stahl 

• Gulf Coast Financial Planning 

About our Guest:  

Kurt Stahl graduated from the University of Virginia with a degree in Economics and worked over the years as a mortgage banker and a stockbroker in Washington DC, Chicago, and San Francisco. In 2000, he left the United States to work for an investment banking firm across China, Indonesia, Thailand, and Australia for six years. Later, he moved to Saint Petersburg, Russia where he lived for eight years and worked for an American private equity firm (www.jensen.ru) that owns and operates office, industrial, retail, and multi-unit residential property.  

  
As Director of Sales and Leasing for a billion-dollar portfolio of strategically-located properties across Russia’s second largest city, Kurt was able to have many very fascinating interactions and negotiations with prominent Russian businessmen, oligarchs, and gangsters.  
In 2014, Kurt returned to the United States and took a position as a subadvisor within a Sarasota, Florida financial advisory firm. When he passed his Certified Financial Planner designation, Kurt started his own firm, Gulf Coast Financial Planning in March of 2017.