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2012 Innovation and Leadership Award Winner - Lou Cassara

Lou Cassara Profile

Lou Cassara

Lou Cassara, CLU ChFC is the Chairman and CEO of The Financial Resource Network. He is a nationally known strategic planner who focuses on business, estate and succession planning strategies for entrepreneurs and high net worth individuals and families. He has worked with over 500 closely held businesses and high net worth individuals throughout The United States.

The emphasis of his planning is to educate, organize and prepare his clients on the latest wealth preservation and business planning concepts, tactics and strategies. Lou Cassara’s impressive 30-year career as a Chartered Financial Consultant and Chartered Life Underwriter has placed him in the top 1% of his peers. He is a 17-time Top of the Table producer and a life and qualifying member of the Million Dollar Round Table.


Lou Cassara is a dynamic and credible speaker on relational selling in today’s market. He brings his professional experience and business acumen to his audience and delivers timely, concepts, tools and applications that can have an immediate impact with your sales team. Lou has consistently been chosen as a keynote speaker for World-Class companies for their most important business meetings.


Lou Cassara is author to many industry articles, special reports, white papers, audios, learning systems and books for today’s sales professional. This includes his best selling book, From Selling to Serving, The Essence of Client Creation.


Lou Cassara is the President & CEO of The Cassara Clinic® and has been inspiring people to “realize their true potential” for over twenty-five years. Lou has coached and developed thousands of business professionals and entrepreneurs to create significant relationships using powerful strategies that equip each participant to become skillful cultivators of productive and profitable client relationships. Lou is a nationally recognized author, speaker, and teacher on communication and client relationships.


As a consultant, Lou Cassara helps you think through issues rather than about them. His consulting process centers around the challenges you are facing, the opportunities that you are excited about, the important relationships in your life, and the experiences you have learned from.


Lou Cassara is dedicated and committed to contributing his time, talent and financial resources to select charities and organizations. Lou has served on the board of charitable foundations and has helped provide them with leading charitable planning strategies that have resulted in significant donor contributions.

The Cassara Clinic is a market changing Professional Development and Executive Coaching organization that equips professional advisors and entrepreneurs to become skillful cultivators of productive and profitable client relationships.

“The Cassara Clinic has had a measurable impact in the practices of top producers and his coaching systems have resulted in significant increases in productivity.” Brian Heapps, CLU, ChFC, President John Hancock Financial Network.