Ultra High Net Worth Clients with Chris Brodhead

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠https://UHNWC.com/⁠⁠ Damon King (https://www.linkedin.com/in/millionaireadvisor/), is a certified financial planner and wealth manager at Chappelwood Financial Services. King shares his journey from struggling with credit card debt in his early twenties to becoming a successful financial advisor dedicated to helping people achieve financial security. He emphasizes the value of providing genuine help to clients and the impactful role of passion in achieving personal and professional success. The episode also touches on King's background in entertainment and its influence on his financial advising career. In this episode, Chris and Damon discuss: 1. The Journey from Passion to Success 2. Tips for New Advisors 3. The Power of Storytelling in Finance 4. Providing Value Before Seeking Returns LinkedIn: https://www.linkedin.com/in/millionaireadvisor/ Website: https://www.chappelwood.com/ Twitter: https://twitter.com/damonmking1 Facebook: https://www.facebook.com/damon.king.5439/ Radio Show: https://www.financialdiva.com/radio-show Podcast: https://hubhopper.com/podcast/its-all-about-the-money-honey/46539 https://podcasts.apple.com/us/podcast/its-all-about-the-%24money-honey/id1128500472 DISCLAIMER: This content is provided by Chris Brodhead 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Mattew Filik (https://www.clearfocusfinancial.com/⁠), is a certified financial planner from Clear Focus LLC. Matt shares his journey in the financial advisory field, starting in 2009, building a team, and managing $300 million in assets. The discussion covers the importance of celebrating milestones, offering a diversified service model, and maintaining a team approach to manage client relationships and expectations. In this episode, Chris and Matt discuss: 1. Strategies for calming clients 2. Significance of the advisor-client relationship 3. Adapting to clients' evolving interest 4. The Future Shift in Wealth Management Preferences LinkedIn: https://www.linkedin.com/in/matthewfilik/ Website: https://www.clearfocusfinancial.com/ Facebook: https://www.facebook.com/ClearFocusFinancialInstagram: https://www.instagram.com/clearfocusfinancial/ Books Mentioned: https://www.amazon.com/Unreasonable-Hospitality-Remarkable-Giving-People/dp/0593418573 Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: ⁠⁠⁠⁠https://instagram.com/ultrahighnetworthclients⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠https://tiktok.com/ultrahighnetworthclients⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠https://www.youtube.com/@uhnwc⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠https://www.facebook.com/UHNWCPodcast⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠https://twitter.com/uhnwcpodcast⁠⁠⁠⁠ iTunes: ⁠⁠⁠⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠⁠⁠⁠ Spotify: ⁠⁠⁠⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠⁠⁠⁠ Website: ⁠⁠⁠⁠https://uhnwc.com⁠⁠⁠⁠ Work with us: ⁠⁠⁠⁠https://famousfounder.com/fa⁠⁠⁠⁠ DISCLAIMER: This content is provided by Chris Brodhead 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠⁠https://UHNWC.com/⁠⁠⁠ Meredith Schneider (https://www.schneiderwealth.com/), is the founder of Schneider Wealth Management. Meredith has been in the financial industry for 26 years and discusses her unique path from serving in the army to becoming a prominent financial advisor. She highlights her transition to independent advising, the importance of digital marketing, and offers insights for women in the finance industry. The conversation also touches on Meredith's dedication to continuous personal and professional growth. In this episode, Chris and Meredith discuss: 1. Gender Dynamics in the Army vs. Financial World 2. The Evolution of Work-Life Balance 3. The Unexpected Reach of Digital Footprints 4. Content Strategies for Advisors LinkedIn: https://www.linkedin.com/in/meredith-schneider-cfp-wealth-management/ Website: https://www.schneiderwealth.com/ Twitter: https://twitter.com/mhschneider Instagram: https://www.instagram.com/schneiderwealth DISCLAIMER: This content is provided by Chris Brodhead 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠https://UHNWC.com/ ⁠⁠ Chris Manske (https://manskewealth.com/), shares his journey from a military background to establishing his own successful RIA. Manske shares his experiences, emphasizing discipline learned from the military, targeting niche markets, the importance of mentorship, and strategic client and partner relationship building. Manske also shares his strategies for practice growth, highlighting a focus on distinct client demographics like consultants and athletes, along with a discussion on the trials of transitioning from a wirehouse to an independent firm and the essential philosophy of hard work and perspective. In this episode, Chris Brodhead and Chris Manske discuss: 1. Maximizing Your Networking Potential 2. The Baker's Dozen Approach To Networking 3. Choosing Your Advisory Path: Mentorship or Independence? 4. A Veteran's Perspective on Hard Work LinkedIn: https://www.linkedin.com/in/crmanske/ Website: https://manskewealth.com/ Facebook: https://www.facebook.com/ThePreparedInvestor/ Twitter: https://twitter.com/ManskeWealth Chris’s Book: https://manskewealth.com/prepared-investor-book/ Article: https://ceoworld.biz/author/christopher-manske/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: ⁠⁠⁠⁠⁠⁠⁠https://instagram.com/ultrahighnetworthclients⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠https://tiktok.com/ultrahighnetworthclients⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@uhnwc⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/UHNWCPodcast⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠https://twitter.com/uhnwcpodcast⁠⁠⁠⁠⁠⁠⁠ iTunes: ⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠⁠⁠⁠⁠⁠⁠ Spotify: ⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠⁠⁠⁠⁠⁠⁠ Website: ⁠⁠⁠⁠⁠⁠⁠https://uhnwc.com⁠⁠⁠⁠⁠⁠⁠ Work with us: ⁠⁠⁠⁠⁠⁠⁠https://famousfounder.com/fa⁠⁠⁠⁠⁠⁠⁠ DISCLAIMER: This content is provided by Chris Brodhead 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Paul Carroll (https://www.avionwealth.com/) is the CEO of Avion Wealth, LLC, and a highly successful financial advisor managing over $750 million in assets. He shares insights from his early days, his time in the Air Force, his education, his disillusion with traditional finance roles, and how he eventually found his calling in creating a consultative financial advisory firm. He discusses the importance of mentorship, his firm's pivot during the 2008 recession, and how targeting C-suite executives and successful business owners with a growth mindset became the key to his success. Carroll also covers the significance of content marketing, establishing credibility, the role of professional networks like EO in business growth, and his commitment to providing value beyond traditional financial advising. In this episode, Chris and Paul discuss: 1. Understanding Multiple Markets in Wealth Management 2. Attracting C-Suite Clients 3. Facts On Entrepreneurship 4. Building Trust and Relationships with Business Owners LinkedIn: https://www.linkedin.com/in/pauljcarroll/ Website: https://www.avionwealth.com/ Twitter: https://twitter.com/AvionWealth/status/1565376475662090241 Instagram: https://www.instagram.com/avionwealth Paul Carroll’s Books: https://www.amazon.com/stores/author/B01DOLTGPG/allbooks?ingress=0&visitId=b6c4f7fb-b329-484b-b52b-05cbcbeaff74 DISCLAIMER: This content is provided by Chris Brodhead 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Franklin J. Parker (https://directional-advisors.com/⁠) is a financial advisor with a unique background. Franklin shares his journey from growing up on a cattle ranch and pursuing a music degree to accidentally becoming a financial advisor during the 2008 financial crisis. Despite facing challenges, Franklin stuck with finance and developed a passion for providing hyper-customized investment management and financial planning. He discusses the transition from traditional financial advising towards a goals-based approach that caters to individual client needs. Franklin also talks about his experiences working in a family office, the importance of meaningful conversations with clients, and how entrepreneurship is a powerful force. In this episode, Chris and Franklin discuss: 1. Challenges in Financial Planning and Scalability 2. The Power of Hiring Experts 3. Navigating the Complexity of Business Ownership 4. The Art of Networking: Beyond Who You Know Books Mentioned: 1- The Sun Also Rises by Ernest Hemingway (https://www.amazon.com/Sun-Also-Rises-Ernest-Hemingway/dp/0743297334) 2- For Whom The Bell Tolls (https://www.amazon.com/Whom-Bell-Tolls-Ernest-Hemingway/dp/0684803356) LinkedIn: https://www.linkedin.com/in/franklinparker/ Website: https://directional-advisors.com/ Twitter: https://twitter.com/FranklinParker1 Twitter (company): https://twitter.com/DirectionalAdv Research: https://franklinparker.com/research/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: ⁠⁠⁠⁠⁠https://instagram.com/ultrahighnetworthclients⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠https://tiktok.com/ultrahighnetworthclients⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠https://www.youtube.com/@uhnwc⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠https://www.facebook.com/UHNWCPodcast⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠https://twitter.com/uhnwcpodcast⁠⁠⁠⁠⁠ iTunes: ⁠⁠⁠⁠⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠⁠⁠⁠⁠ Spotify: ⁠⁠⁠⁠⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠⁠⁠⁠⁠ Website: ⁠⁠⁠⁠⁠https://uhnwc.com⁠⁠⁠⁠⁠ Work with us: ⁠⁠⁠⁠⁠https://famousfounder.com/fa⁠⁠⁠⁠⁠ DISCLAIMER: This content is provided by Chris Brodhead 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Daniel Beck (https://401go.com/), CEO and co-founder of 401GO shares the creation of his company, and the complex and time-consuming process of setting up a 401k for businesses. How it serves as a marketing tool for financial advisors. Dan shares his journey, from his entrepreneurial start to the creation of a business, explaining the need to realign the incentives in the industry and bring financial wellness to the masses. Further, Dan emphasizes the importance of having a solid support network, such as a partner or mentor, when starting a business. In this episode, Chris and Daniel discuss: 1. The Value of Taking Risks in Entrepreneurship 2. Embracing Frugality for Entrepreneurial Freedom 3. Navigating Entrepreneurship with Family Life 4. Rethinking Retirement and 401k LinkedIn: https://www.linkedin.com/in/danielgbeck/ Website: https://401go.com/ Twitter: https://twitter.com/401GOtoday Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: ⁠⁠⁠⁠https://instagram.com/ultrahighnetworthclients⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠https://tiktok.com/ultrahighnetworthclients⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠https://www.youtube.com/@uhnwc⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠https://www.facebook.com/UHNWCPodcast⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠https://twitter.com/uhnwcpodcast⁠⁠⁠⁠ iTunes: ⁠⁠⁠⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠⁠⁠⁠ Spotify: ⁠⁠⁠⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠⁠⁠⁠ Website: ⁠⁠⁠⁠https://uhnwc.com⁠⁠⁠⁠ Work with us: ⁠⁠⁠⁠https://famousfounder.com/fa⁠⁠⁠⁠ DISCLAIMER: This content is provided by Chris Brodhead 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Haleh Moddasser (https://stearnsfinancial.com/), is a managing partner and senior wealth advisor at Stearns Financial Group. Haleh shares the unique financial needs of boomer women, particularly those going through a 'gray divorce'. She shares her passion for empowering this underserved demographic, addressing the unique concerns these women may have, and the importance of helping them recognize the power of their wealth. In this episode, Chris and Haleh discuss: 1. Understanding the Financial Needs of Boomer Women 2. The Impact of Gray Divorce on Boomer Women 3. The Importance of Financial Planning in Gray Divorce 4. Building a Community for Boomer Women LinkedIn: https://www.linkedin.com/in/haleh-moddasser-cpa-1509a126/ Website: https://stearnsfinancial.com/https://halehmoddasserauthor.com/Facebook: https://www.facebook.com/stearnsfinancialgroup/ Article: https://www.prnewswire.com/news-releases/stearns-financial-groups-haleh-moddasser-releases-book-update-guiding-women-through-gray-divorce-301738795.html Haleh's Book: https://www.amazon.com/Gray-Divorce-Silver-Linings-Financial/dp/099844510X Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: ⁠https://instagram.com/ultrahighnetworthclients ⁠ TikTok: ⁠https://tiktok.com/ultrahighnetworthclients ⁠ YouTube:⁠ https://www.youtube.com/@uhnwc⁠ Facebook: ⁠https://www.facebook.com/UHNWCPodcast⁠ Twitter: ⁠https://twitter.com/uhnwcpodcast⁠ iTunes: ⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠ Spotify: ⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠ Website: ⁠https://uhnwc.com ⁠ Work with us: ⁠https://famousfounder.com/fa ⁠ DISCLAIMER: This content is provided by Chris Brodhead 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Marsha Posset (https://www.linkedin.com/in/marshaposset), Director of Marketing at Fragasso Financial Advisors shares the importance of developing effective financial advisor practice growth strategies and the role of marketing in this process. Marsha shares insights about the evolution of marketing in the financial industry, the value of identifying target clients, and the power of content creation in building relationships with clients. She also gives valuable tips on choosing marketing tactics that align with clients' interests and behaviors while emphasizing the significance of personal touch in client relationships. In this episode, Chris and Marsha discuss: 1. How to Capture the Senior Citizens Market 2. Strategies for Effective Email Marketing and SEO 3. Advertising Through Seminars 4. Streamlining Your Financial Advisory Practice LinkedIn: https://www.linkedin.com/in/marshaposset Website: https://www.fragassoadvisors.com/ Twitter: https://twitter.com/marshaposset Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Joel Worsfold (https://www.carsonwealth.com/locations/west-des-moines-jordan-creek-parkway/⁠) guides clients through a systemized, highly personalized process of investment planning. Then he’ll work with you to develop and review your financial goals — and life goals — to set clear expectations for designing a portfolio. This personalized approach is critical in order to connect wealth to purpose. In this episode, Chris and Joel discuss: 1. How Focusing Inward Transformed My Clientele 2. How Analogies and Stories Drive Lasting Client Impact 3. Providing Emotional Support to Clients 4. Growing By Specializing LinkedIn: https://www.linkedin.com/in/joel-worsfold-0066a010/ Website: https://www.carsonwealth.com/locations/west-des-moines-jordan-creek-parkway/ Youtube: https://www.youtube.com/channel/UCBy_UNu1IXEulvJUhpBkJhQ/featured Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠https://UHNWC.com/⁠⁠ Dana Anspach (https://www.sensiblemoney.com/), a seasoned financial advisor and founder of Sensible Money, discusses the importance of strategic financial planning for those in the decumulation phase of wealth. Dana shares her approach to financial advising, the unique process Sensible Money uses requiring clients to go through an initial planning phase, and her passion for providing value to her clients and the broader financial industry through educational content. She also talks about her business's evolution and her goal of creating a sustainable business that can operate successfully beyond her. In this episode, Chris and Dana discuss: 1-The Impact of a Good Financial Advisor 2-Working with Next Generation Clients 3-The Importance of Retirement Planning 4-Organic Growth and Developing a Niche in Financial Advisory LinkedIn: https://www.linkedin.com/in/danaanspach/ Website: https://www.sensiblemoney.com/ Twitter: https://twitter.com/moneyover55 Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: ⁠⁠https://instagram.com/ultrahighnetworthclients⁠⁠ TikTok: ⁠⁠https://tiktok.com/ultrahighnetworthclients⁠⁠ YouTube: ⁠⁠https://www.youtube.com/@uhnwc⁠⁠ Facebook: ⁠⁠https://www.facebook.com/UHNWCPodcast⁠⁠ Twitter: ⁠⁠https://twitter.com/uhnwcpodcast⁠⁠ iTunes: ⁠⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠⁠ Spotify: ⁠⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠⁠ Website: ⁠⁠https://uhnwc.com⁠⁠ Work with us: ⁠⁠https://famousfounder.com/fa⁠⁠ DISCLAIMER: This content is provided by Chris Brodhead 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Marc Horner (https://www.fairhavenwealth.com/), is a successful financial advisor and founder of Fairhaven Wealth Management. Marc shares his journey from the banking sector to becoming a financial advisor, the process of acquiring financial advisory practices, and how he successfully transitions new clients. He also discusses the firm's unique tactic of using humor and fun in client education, as well as his work philosophy guided by stoicism. In this episode, Chris and Marc discuss: 1. Acquiring Practices and Growing the Business 2. Finding the Right Practice to Buy 3. Transitioning New Clients and Enhancing Client Experience 4. The Potential of Comedy in the Financial World Website - https://www.fairhavenwealth.com/ Bear Brothers - https://www.fairhavenwealth.com/bear-brothers Million Dollar Cup of Coffee - https://www.fairhavenwealth.com/million-dollar-cup-of-coffee LinkedIn (Personal) - https://www.linkedin.com/in/mhorner/ LinkedIn (Company) - https://www.linkedin.com/company/fairhaven-wealth-management Instagram - https://www.instagram.com/fairhaven_wealth/ YouTube - https://www.youtube.com/@fairhavenwealth Podcast - https://www.fairhavenwealth.com/podcast Books Mentioned: https://www.amazon.com/Obstacle-Way-Timeless-Turning-Triumph/dp/1591846358 Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: ⁠⁠https://instagram.com/ultrahighnetworthclients ⁠⁠ TikTok: ⁠⁠https://tiktok.com/ultrahighnetworthclients ⁠⁠ YouTube:⁠⁠ https://www.youtube.com/@uhnwc⁠⁠ Facebook: ⁠⁠https://www.facebook.com/UHNWCPodcast⁠⁠ Twitter: ⁠⁠https://twitter.com/uhnwcpodcast⁠⁠ iTunes: ⁠⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠⁠ Spotify: ⁠⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠⁠ Website: ⁠⁠https://uhnwc.com ⁠⁠ Work with us: ⁠⁠https://famousfounder.com/fa ⁠⁠ DISCLAIMER: This content is provided by Chris Brodhead 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠⁠⁠⁠https://UHNWC.com/⁠⁠ ⁠⁠⁠ Todd Bryant (⁠https://www.yoursignaturewealth.com/⁠) is a Founding Partner and a Certified Financial Planner practitioner with Signature Wealth Partners in Orlando, FL. He is a Florida native, getting his undergrad from the University of Central Florida with extensive post-graduate studies through the American College of Financial Services. He specializes in working with business owners, pre-retirees, and retirees in planning financially for life’s milestones. In this episode, Todd and Chris talk about: 1- Strategies to grow a business 2- Tips on lead generation and client acquisition 3- Evolution in the financial planning industry 4- The role of technology in financial planning LinkedIn: ⁠https://www.linkedin.com/in/toddabryant/⁠ Website: ⁠https://www.yoursignaturewealth.com/⁠ Twitter: ⁠https://twitter.com/ToddABryant⁠ --------------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: ⁠⁠⁠⁠https://instagram.com/ultrahighnetworthclients⁠ ⁠⁠⁠ TikTok:⁠ ⁠⁠⁠https://tiktok.com/ultrahighnetworthclients⁠ ⁠⁠⁠ YouTube: ⁠⁠⁠⁠https://www.youtube.com/@uhnwc⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠https://www.facebook.com/UHNWCPodcast⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠https://twitter.com/uhnwcpodcast ⁠⁠⁠⁠ iTunes: ⁠⁠⁠⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 ⁠⁠⁠⁠ Spotify: ⁠⁠⁠⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠⁠⁠⁠ Website: ⁠⁠⁠⁠https://uhnwc.com ⁠⁠⁠⁠ Work with us: ⁠⁠⁠⁠https://famousfounder.com/ ⁠⁠⁠⁠ DISCLAIMER: This content is provided by Chris Brodhead 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 a thorough review with your investment advisor considering all factors including personal goals, needs, and risk tolerance.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Ray Ferrara (https://www.provise.com/), is the founder of ProVise Management Group and an experienced financial advisor with 52 years in the industry. Ferrara shares his journey from selling computers to becoming a certified financial planner, leading to his role in the development of the ProVise Management Group. ProVise stands out due to its unique work structure, where all team members are on a salary basis, removing any conflict of interest with clients. Ferrara emphasizes the importance of providing reliable financial advice to clients of all economic levels and strongly advocates for financial literacy and effective financial acumen in youth. In this episode, Chris and Ray discuss: 1. Building a Successful Financial Planning Firm 2. Client Acquisition and Growth Strategies 3. The Importance of Financial Literacy 4. The Future of Financial Advising LinkedIn: https://www.linkedin.com/in/rayferraraprovise/ Website: https://www.provise.com/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Jim Barnash (https://www.jabarnashassociates.com/) is the President of JA Barnash & Associates. Jim shares his journey from the insurance industry to financial planning, his teaching experience at DePaul University, his stint at Ameriprise and Edelman Financial, and his eventual decision to set up an individual practice. He explains his unique client selection process, the effective tax reduction strategies he uses, and how he effectively collaborates with his wife in their financial planning business. In this episode, Chris and Jim discuss: 1-Client Selection and Relationship Building 2-Strategies for Explaining Finances 3-Tax Planning and Reduction Strategies 4-Personal Goals and Happiness LinkedIn: https://www.linkedin.com/in/jamesbarnash/ Website: https://www.jabarnashassociates.com/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: ⁠https://instagram.com/ultrahighnetworthclients⁠ TikTok: ⁠https://tiktok.com/ultrahighnetworthclients⁠ YouTube: ⁠https://www.youtube.com/@uhnwc⁠ Facebook: ⁠https://www.facebook.com/UHNWCPodcast⁠ Twitter: ⁠https://twitter.com/uhnwcpodcast⁠ iTunes: ⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠ Spotify: ⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠ Website: ⁠https://uhnwc.com⁠ Work with us: ⁠https://famousfounder.com/fa⁠ DISCLAIMER: This content is provided by Chris Brodhead 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Brian Carney (https://www.riversedgeadvisors.com/), CEO of River's Edge Advisors shares his incredible journey of transitioning from a would-be physical therapist to a financial advisor. He touches on the importance of focusing on actual financial planning over selling products and the deep impact advisors can have on a client's life, drawing from personal experiences. In this episode, Chris and Brian discuss: 1. The Importance of Open Communication 2. The Power of Regular Check-ins 3. The Value of Complementary Skill Sets in Partnerships 4. Building Relationships and Growing Your Network Brians Links: LinkedIn: https://www.linkedin.com/in/briancarneycfp/ Website: https://www.riversedgeadvisors.com/ Twitter: https://twitter.com/Brian_J_Carney/ Books Mentioned: https://www.amazon.com/10x-Easier-Than-World-Class-Entrepreneurs/dp/140196995X https://www.amazon.com/Behavioral-Investor-Daniel-Crosby/dp/0857196863 https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681 Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: ⁠https://instagram.com/ultrahighnetworthclients ⁠ TikTok: ⁠https://tiktok.com/ultrahighnetworthclients ⁠ YouTube:⁠ https://www.youtube.com/@uhnwc⁠ Facebook: ⁠https://www.facebook.com/UHNWCPodcast⁠ Twitter: ⁠https://twitter.com/uhnwcpodcast⁠ iTunes: ⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠ Spotify: ⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠ Website: ⁠https://uhnwc.com ⁠ Work with us: ⁠https://famousfounder.com/fa ⁠ DISCLAIMER: This content is provided by Chris Brodhead 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Darryl Lyons (https://www.linkedin.com/in/darrylwlyons/), CEO of Pax Financial Group shares his experience in the financial investment sector. He shares his journey of running Pax Financial Group, the challenges he faced during the 2007 market crash, and his impactful strategies for client acquisition, particularly targeting pre-ultra high net worth clients. In today's episode, Chris and Darryl talk about: 1- Establishing Pax Financial Group 2- Targeting Pre-Ultra High Net Worth Clients 3- Influence of Biblical Principles on Financial Decisions 4- Strategies for Staying Rational in Financial Investing Darryl's Podcast: https://podcasts.apple.com/us/podcast/retire-in-texas/id1587396816 Links: LinkedIn: https://www.linkedin.com/in/darrylwlyons/ Company LinkedIn: https://www.linkedin.com/company/pax-fg-llc/mycompany/ Twitter: https://twitter.com/darrylwlyonspax Facebook: https://www.facebook.com/paxfinancialgroup ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Lowell Pratt (https://www.linkedin.com/in/lowell-pratt-cfa-53b89310/) joined the Burney Company in 1986, became a Portfolio Manager in 1992, was promoted to Director of Analysis in 1996 and became President in 2003. Lowell’s passion is implementing improvements to Burney’s quantitative analytical methods. In this episode, Chris and Lowell discussed: 1. Creating Legacies 2. Seeing Opportunities in Market Downturns 3. Inflation and The Road to Recovery 4. Assessing Risk and Rewards of Alternatives LinkedIn: https://www.linkedin.com/in/lowell-pratt-cfa-53b89310/ Website: https://burneyadvisorservices.com/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com DISCLAIMER: This content is provided by Chris Brodhead 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠⁠⁠⁠⁠https://UHNWC.com/⁠⁠ ⁠⁠⁠⁠ Bruce Weininger (https://www.kovitz.com/), a principal at Kovitz Investment Group, discusses his journey into financial advising, from initially combining accounting and finance to working with Fortune 500 companies and climbing up to $7 Billion in assets under management. In this episode, Bruce and Chris talk about: 1- How to navigate relationships with UHNW clients 2- Perspectives on current economic trends 3- Current Concerns of Ultra High Net Worth Clients 4- Working with Fortune 500 CEOs and CFOs 5- Advice for Younger Advisors LinkedIn: https://www.linkedin.com/in/bruce-weininger-47635969/ Website: https://www.kovitz.com/ --------------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: ⁠⁠⁠⁠⁠https://instagram.com/ultrahighnetworthclients⁠ ⁠⁠⁠⁠ TikTok:⁠ ⁠⁠⁠⁠https://tiktok.com/ultrahighnetworthclients⁠ ⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠https://www.youtube.com/@uhnwc⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠https://www.facebook.com/UHNWCPodcast⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠https://twitter.com/uhnwcpodcast ⁠⁠⁠⁠⁠ iTunes: ⁠⁠⁠⁠⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 ⁠⁠⁠⁠⁠ Spotify: ⁠⁠⁠⁠⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠⁠⁠⁠⁠ Website: ⁠⁠⁠⁠⁠https://uhnwc.com ⁠⁠⁠⁠⁠ Work with us: ⁠⁠⁠⁠⁠https://famousfounder.com/ ⁠⁠⁠⁠⁠ DISCLAIMER: This content is provided by Chris Brodhead 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 a thorough review with your investment advisor considering all factors including personal goals, needs, and risk tolerance.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Brent Brodeski (http://www.savantwealth.com/), founder of Savant Wealth Management, discusses his journey of building a comprehensive financial planning firm. Brent shares insights into the company's growth from being a two-person company to one with 500 employees, managing $20 billion in assets for over 13,000 clients. The strategy behind this success is their focus on delivering holistic financial advice while looking beyond just investments and prioritizing the client's future goals. In this episode, Chris and Brent discuss: 1. The Importance of Investments in Building Ideal Futures 2. The Importance of Hiring A-Players in a Growing Business 3. Identifying the Flag Carriers and Swamp Monsters in Your Team 4. The Impact of Employee Retention in Acquisitions 5. The Significance of Employee Ownership in a Business 6. The Future of The Industry Brent's Links: LinkedIn: https://www.linkedin.com/in/brent-brodeski-b760651/ Website: https://www.savantwealth.com/ Twitter: https://twitter.com/BBrodeski Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: ⁠⁠⁠https://instagram.com/ultrahighnetworthclients ⁠⁠⁠ TikTok: ⁠⁠⁠https://tiktok.com/ultrahighnetworthclients ⁠⁠⁠ YouTube:⁠⁠⁠ https://www.youtube.com/@uhnwc⁠⁠⁠ Facebook: ⁠⁠⁠https://www.facebook.com/UHNWCPodcast⁠⁠⁠ Twitter: ⁠⁠⁠https://twitter.com/uhnwcpodcast⁠⁠⁠ iTunes: ⁠⁠⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠⁠⁠ Spotify: ⁠⁠⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠⁠⁠ Website: ⁠⁠⁠https://uhnwc.com ⁠⁠⁠ Work with us: ⁠⁠⁠https://famousfounder.com/fa ⁠⁠ DISCLAIMER: This content is provided by Chris Brodhead 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.