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

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 traditional broker-dealer constraints to independent RIA platforms, Azmi has expanded the firm’s offerings to include alternative investments, real estate, and crypto assets while scaling the practice into new markets. In this episode, Brian and Azmi discuss: The Pivot from Pre-Med to Wealth Management: How witnessing the burnout of private practice physicians led Azmi to team up with his father. Working with Medical Professionals: Establishing deep trust with busy doctors who require reliable, hands-off wealth strategies. Expanding Beyond a Niche: Rebranding to Shariff Wealth Strategies to serve auto body shop owners, athletes, and small business entrepreneurs. Breaking Free from Broker-Dealer Restraints: Transitioning to an independent RIA model to offer crypto, private equity, and real estate alternatives. Smooth Client Transitions & Succession Planning: Leveraging modern onboarding tools and building back-office support for seamless next-gen practice handoffs. https://www.othersideofmedicine.com/a... linkedin.com/in/azmi-sharif-4a6849383 https://fourstarwealth.com/staff/azmi... To see short videos of all our best FA Business Growing tips follow us on: Instagram:   / financialadvisorsworkshop   TikTok:   / faworkshop   YouTube:    / @financialadvisorsworkshop   Facebook:   / financialadvisorsworkshop   Twitter:   / fasworkshop   iTunes: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/4OB7888... Website: https://www.financialadvisorsworkshop... Work with FourStar: https://financialadvisorsworkshop.com... 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