Episode 172: The Power of Trust in Financial Planning And Networking with Mason Brunsmann
Release Date: 07/07/2025
Business by Referral Podcast
Elisa Boogaerts' BIO: Elisa is a launch strategist and project manager. She helps established coaches launch their online programs and events with ease so they can focus on scaling their business. She has 15 years of project management experience that she uses to get her clients ready to launch in a structured and organized way. She works with their team by keeping everyone focused and on task with her launch plan. This way the coach can be out speaking, selling, and filling their events, knowing that everything else is being taken care of. In this episode, Virginia...
info_outlineBusiness by Referral Podcast
Andrew Darlow's BIO: Andrew Darlow is a New Jersey–based photographer, inventor, and author who’s spent 20+ years at the intersection of imaging, printing, and digital backup. He got his start in the high school darkroom, studied business at The College of New Jersey, and lived/studied in Japan and Heidelberg, Germany. Early in his career he helped build a New York photo studio serving clients like The Body Shop, Rolex, and McDonald’s, which fueled his passion for fine-art printing. Andrew now splits his time between selling his artwork and directing remote pet-portrait...
info_outlineBusiness by Referral Podcast
Dr. Dee Trudeau Poskas's BIO: Dr. Denise Adele Trudeau Poskas—known widely as Dr. Dee—is a scientist at heart, a coach by craft, and a catalyst by nature. With a background in biological sciences and neuroscience, paired with advanced degrees in leadership and team empowerment, Dr. Dee has spent her career decoding what truly drives human potential—especially in high achievers, entrepreneurs, and visionary leaders. She is the co-founder of Blue Egg Leadership, a certified ICF coach, and the architect behind breakthrough methodologies including EQ-Edge©, SynoVation Valley...
info_outlineBusiness by Referral Podcast
Jennifer's BIO: Jennifer Glass is an award-winning business growth architect, international best-selling author, speaker, trainer, and TV show producer. She is also the CEO of Business Growth Strategies International, the only company to offer business growth coaching along with smart payment processing solutions, review management services, marketing plus web hosting, and design solutions designed to increase a company's bottom line. Jennifer works with small- to medium-sized businesses to help them find the money they are leaving on the table. She is the author of multiple works...
info_outlineBusiness by Referral Podcast
Storm Lotz's BIO: Storm Lotz – Transformational Coach, Breakthrough Facilitator, and Creator of the BEACON™ Masterclass Storm Lotz is a transformational coach, Master Practitioner of NLP and MER™, and founder of Tempest Transformational Consulting, where she guides women and members of the LGBTQIA+ community to lead boldly, live authentically, and align their lives with who they are. With a career spanning leadership, education, entrepreneurship, and organizational development, Storm knows firsthand that true growth doesn’t happen in the calm—it happens in the storm. Storm...
info_outlineBusiness by Referral Podcast
Melinda Emerson's BIO: Melinda F. Emerson, widely known as SmallBizLady, is America’s #1 Small Business Expert. As CEO of Quintessence Group, she has spent over two decades helping small business owners achieve sustainable growth through strategic marketing, sales training, and business development. Melinda reaches more than 1 million entrepreneurs weekly through her online channels, blog, and podcast, SmallBizChat. She is the bestselling author of Become Your Own Boss in 12 Months and Fix Your Business. A highly sought-after keynote speaker, Melinda has worked with major brands...
info_outlineBusiness by Referral Podcast
Corry Lang's BIO: Corry Lang is a certified Regenerative Detoxification Specialist and Iridologist with a background in biology and scientific research. She supports clients with a natural healing practice that integrates regenerative detoxification, iridology, nutritional therapy, naturopathy and emotional health coaching. Her work is dedicated to helping women identify and address the root causes of persistent health challenges, including chronic fatigue, brain fog, chronic pain, skin issues, thyroid imbalances, joint pain, and complex or “mystery” illnesses often labeled as...
info_outlineBusiness by Referral Podcast
Erin Jean's BIO: Erin Jean is a dedicated relationship coach and personal transformation expert, passionate about helping women revitalize their marriages and rediscover self-worth. With over four years of coaching experience, Erin has crafted a unique system guiding women toward self-love and relationship renewal. Drawing from her own 19-year challenging marriage, Erin blends empathy, practical strategies, and spiritual wisdom. As a certified Rapid Rewire Practitioner, she specializes in rewiring limiting beliefs, empowering women to build fulfilling lives and loving relationships. Erin...
info_outlineBusiness by Referral Podcast
Lori McDowell's BIO: Dr. Lori McDowell is an international speaker, best-selling author, and founder of Reimagine U Strategies. She inspires audiences worldwide with talks that blend personal story, mindset mastery, and actionable clarity—helping others lead with purpose, courage, and joy. Lori is also the creator of Done-For-You Transformational Retreats, partnering with heart-centered coaches to design powerful, soul-aligned experiences without stress or overwhelm. With decades of experience in engineering, leadership, and event design, she brings a unique mix of strategy,...
info_outlineBusiness by Referral Podcast
Harvey Mitchell's BIO: As a broker at Crane Agency and founder of Church Risk Advisors, I specialize in guiding organizations with complex needs through the insurance process with clarity, care, and confidence. Whether I’m working with a ministry, a pain management clinic, or a contractor, my goal is always the same: deliver protection that fits your mission. In this episode, Virginia and Harvey talked about: Harvey’s entrepreneurial journey Bridging the gap between business and ministry Building the courage to build relationship ...
info_outlineMason Brunsmann's BIO:
Mason Brunsmann is a CERTIFIED FINANCIAL PLANNER® with Sirius Wealth Management, known for delivering comprehensive financial planning and investment management strategies tailored to the unique needs of business owners and families. His specialties include comprehensive financial planning, investment management, risk management, and income & tax planning. Mason is dedicated to helping clients work toward their financial goals through personalized, strategic guidance.
Mason holds both a Bachelor’s and Master’s degree in Business Administration with a finance emphasis from the University of Missouri–St. Louis. He also earned a graduate certificate in Financial Technology from the same institution, as well as a graduate certificate in Financial Planning through Kaplan College of Financial Education. Mason maintains FINRA Series 7, 9, 10, 63, and 66 licenses, equipping him with a deep understanding of the financial services landscape.
With over a decade of experience, Mason is committed to helping clients navigate the complexities of building and protecting wealth across every stage of life.
In this episode, Virginia and Mason talked about:
-
How Mason uses social media to create visibility
-
Mason’s journey to financial planning
-
Mason’s unique take on building wealth
-
Mason’s financial planning pet peeves
-
The value of networking for improving client retention
Takeaways:
-
You need to always “Know a guy who”
-
It’s better to create a network that is an inch wide and a mile deep, than a mile wide and an inch deep
-
Focus on building trust and the money will follow
-
Don’t chase 1,000 connections—nurture the right 10.
-
Reciprocity isn’t always instant, but it’s always real.
Connect with Mason on his LinkedIn account to learn more about his work and insights into networking effectively:
LinkedIn: https://www.linkedin.com/in/mason-brunsmann-cfp-financialadvisor/
Connect with Virginia: