Anxious Filmmaker with Chris Brodhead

David W. Anderson is the CEO & Founder of Off Madison Ave, a strategic marketing agency generating $2M+ in monthly revenue. With over 25 years of experience and four successful acquisitions under his belt, David helps companies thrive through innovation, team leadership, and high-impact decision-making. He also serves as Advisory Board Chair at LighthousePE and is the former Global Chair of the Entrepreneurs' Organization (EO).In this episode, Chris and David discuss:Why visionary leaders must think five steps aheadHow AI and global talent are reshaping business operationsWhat separates A-players from support players in modern teamsWhy most companies are failing to adopt fast enoughHow to future-proof your business with the right tools and peopleConnect with David:LinkedInWebsiteMaximize your marketing, close more clients, and amplify your AUM by following us on:InstagramTikTokYouTubeFacebookTwitteriTunesSpotifyWebsiteWork with usDISCLAIMER: 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.

Tarun Aleti (https://www.linkedin.com/in/tarun-aleti/) is the Co-Founder & Chief Product & Technology Officer at PartRunner, a last-mile logistics platform helping construction, HVAC, electrical, and industrial companies move big and bulky materials with ease. With operations across 12 Mexican states and headquarters in Austin, PartRunner is scaling fast through technology, strategic fleet partnerships, and a first-mover advantage.In this episode, Chris and Tarun discuss:Why the “Uber for logistics” model is working in MexicoHow to scale a last-mile delivery platform without owning any trucksWhat makes the big & bulky market so complex - and profitableThe operational lessons from serving 50+ routes per dayLinkedIn: https://www.linkedin.com/in/tarun-aleti/Website: https://logistics.partrunner.com/Maximize your marketing, close more clients, and amplify your AUM by following us on:Instagram: https://instagram.com/ultrahighnetworthclientsTikTok: https://tiktok.com/ultrahighnetworthclientsYouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastiTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.comWork with us: https://famousfounder.com/faDISCLAIMER: 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/  Real estate rebel Hilary Saunders (https://www.side.com/) is a co-founder of Side and serves as its Chief Broker Officer. In this role, she's on a mission to challenge industry norms and elevate standards for the Side Community and beyond. She brings 20 years of industry experience to the table. Before starting Side, she operated a boutique real estate brokerage and a law firm specializing in real estate transactions. She holds B.A. degrees in Communications, German, and Accounting from the University of San Diego, along with J.D. and LL.M. Taxation degrees from Golden Gate University.In this episode, Chris and Hilary discuss:1. From Set-It-and-Forget-It to Hands-On Growth2. Behind the Scenes of High-Performing Real Estate Businesses3. Own Your Brand, Own Your Future4. The Business Ownership ModelLinkedIn: https://www.linkedin.com/in/hilaryhedemark/ Website: https://www.side.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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: 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/  Tim Newton is the CEO & Wealth Manager at Newton Financial Solutions, LLC (https://www.newtonfinancialsolutions.com/). Newton Financial Solutions was born in 2007 when Tim and John Newton decided to pursue their dream of running a joint practice in the financial services industry. Tim wants to improve his clients' lives by finding the right solution and encouraging them to be lifelong partners in their own financial plan.In this episode, Chris and Tim discuss:1. Building Wealth by Putting People First2. Client-Centered Advisory3. Leveraging Referrals Without Solicitation4. Keeping Clients for the Long HaulLinkedIn: https://www.linkedin.com/in/tim-newton-70b692b/ Website: https://www.newtonfinancialsolutions.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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: 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. 

Dina Kaplan (https://www.linkedin.com/in/dinakaplan/) is the Founder & CEO of The Path, a global meditation training company helping high-impact leaders cultivate calm, clarity, and emotional freedom. Formerly a tech founder and Emmy-winning journalist, Dina shares how silent retreats, panic attacks, and startup burnout led her to a new mission: teaching modern mindfulness to those who need it most.In this episode, Chris and Dina discuss:1- Why meditation is a superpower for entrepreneurs2- How trauma-informed mindfulness can unlock real growth3- The retreat in India that changed everything4- The surprising truth about what actually causes our sufferingLinkedIn: https://www.linkedin.com/in/dinakaplan/Website: https://www.thepath.com/Instagram: https://www.instagram.com/dinakaplan/The Path's Meditation Teacher Training program: thepath.com/teacherSubscribe to “Ultra High Net Worth Clients” on:Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@uhnwcWebsite: https://uhnwc.comFollow us on social:Instagram: https://instagram.com/ultrahighnetworthclientsTikTok: https://tiktok.com/ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastWork with Chris: https://famousfounder.com/fa

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients"Vincent Van Dorn (LinkedIn), is a financial advisor and wealth manager with over 25 years of experience on Wall Street. Vincent shares his journey from the Netherlands to New York City, his transition into the financial sector, and the founding of his own wealth management boutique in 2013. He shares the cultural differences between the US and Europe, the challenges and rewards of starting a business, and the implications of AI and machine learning in the financial advisory industry.In this episode, Vincent and Chris discuss:Starting a Wealth Management BoutiqueInvestment Strategies and Client RelationsThe Impact of AI on Financial AdvisoryMethods for Finding Investment OpportunitiesPreferred Links:LinkedInWebsiteMaximize your marketing, close more clients, and amplify your AUM by following us on:InstagramTikTokYouTubeFacebookTwitteriTunesSpotifyWebsiteWork with usDISCLAIMER: 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/  Mario Hernandez (https://www.longevitywealthmanagement.com/) is a Certified Financial Planner™ with over 30 years of experience in retirement planning and wealth management. He helps individuals and families make informed financial decisions through his firm's proprietary PulsePoint Formula, building multi-generational relationships rooted in trust and education. Mario writes monthly for Kiplinger and has been featured in Real Simple, NerdWallet, and U.S. News & World Report. He holds a Bachelor of Science in Accounting and Finance from Cal State University, Hayward, and a master's in financial planning from Golden Gate University.In this episode, Chris and Mario discuss:1. The Power of Focus: Stop Doing It All and Start Growing2. Planning Over Performance: The Real Differentiator3. Want Loyalty? Help with More Than Just Investments4. The Best Advice Is the Advice You Live ByLinkedIn: https://www.linkedin.com/in/mario-hernandez-cfp-1046735/ Website: https://www.longevitywealthmanagement.com/ Articles: https://www.kiplinger.com/author/mario-hernandez 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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: 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/ Jai Ramachandran (https://www.linkedin.com/in/jai-r-392b08/) is the Founder & CEO of Wire 3, a fiber-to-the-home internet provider transforming customer expectations across Florida. With 20+ years in telecom, investment banking, and wealth management, Jai is building an ISP focused on one thing legacy providers forgot: service.In this episode, Chris and Jai discuss:1. Why cable companies are losing customers by the thousands2. How to build cheaper and scale faster by going in-house3. The 10-minute customer response policy that drives loyalty4. Automating everything from sign-up to install with ZapierLinkedIn: https://www.linkedin.com/in/jai-r-392b08/ Website: https://wire3.com/Facebook: https://www.facebook.com/Wire3LLC 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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/faDISCLAIMER: 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/Jai Ramachandran (https://www.linkedin.com/in/jai-r-392b08/) is the Founder & CEO of Wire 3, a fiber-to-the-home internet provider transforming customer expectations across Florida. With 20+ years in telecom, investment banking, and wealth management, Jai is building an ISP focused on one thing legacy providers forgot: service.In this episode, Chris and Jai discuss:Why cable companies are losing customers by the thousandsHow to build cheaper and scale faster by going in-houseThe 10-minute customer response policy that drives loyaltyAutomating everything from sign-up to install with ZapierLinkedIn: https://www.linkedin.com/in/jai-r-392b08/Website: https://wire3.com/Facebook: https://www.facebook.com/Wire3LLCMaximize your marketing, close more clients, and amplify your AUM by following us onInstagram: https://instagram.com/ultrahighnetworthclientsTikTok: https://tiktok.com/ultrahighnetworthclientsYouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastiTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.comWork with us: https://famousfounder.com/faDISCLAIMER: 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/  Kimberly Stewart, CFP®, CLU®, CLTC® (https://www.ameripriseadvisors.com/kimberly.r.stewart/),  is a highly experienced financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with 32 years of expertise in investment management, insurance, and women's financial strategies. As the founder of KRS Wealth Management, Kimberly is dedicated to empowering clients with the knowledge and tools to achieve their financial goals.In this episode, Chris and Kimberly discuss:1. Planting the Right Seeds: Why Authentic Relationships Matter2. Helping Clients Make Smarter Financial Decisions Through Knowledge3. Client-Centered Growth: How to Build a Business That Runs on Referrals4. Thriving as a Minority in a White-Male-Dominated IndustryLinkedIn: https://www.linkedin.com/in/krswealthmanagement/ Website: https://www.ameripriseadvisors.com/kimberly.r.stewart/ Facebook: https://www.facebook.com/KRSWM/ 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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: 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/  Louis Diamond is the go-to consultant for elite financial advisors navigating transitions, entrepreneurs with their sights set on launching an independent firm, and business owners contemplating M&A opportunities. Known for his sharp business acumen and analytical mindset, Louis brings clarity to complexity, helping advisors make confident decisions that shape their futures—serving as a trusted guide to those evaluating how best to serve clients while maximizing long-term enterprise value.In this episode, Chris and Louis discuss:1. What Advisors Really Go Through Before Making a Move2. The Big Firm Advantage Is Fading—Here's Proof3. Making the Move: What Smart Advisors Consider First4. What Clients Say When Advisors Leave Big FirmsLinkedIn: https://www.linkedin.com/in/louisdiamond/ Website: https://www.diamond-consultants.com/ X (formerly Twitter): https://x.com/LouisDiamondDC Podcast: (iTunes) https://podcasts.apple.com/us/podcast/the-diamond-podcast-for-financial-advisors/id1305878240Spotify: https://open.spotify.com/show/4v7mreLUwSSU0PaqqL7hHD 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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: 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/  Nicholas Ockenga (https://www.sentinelgroup.com/) is a Financial Planner at Sentinel Group based in Wakefield, Massachusetts. Previously, Nicholas was a Senior Financial Wellness Educator at Sentinel Group and also held positions at North Shore Clothing, Salem Five, Capography. Nicholas joined Sentinel Group in 2018 as a Financial Wellness Educator in the Wealth Management Group.  Nicholas works closely with retirement plan sponsors on employee education and one on ones in an effort to increase the knowledge of participants to help them get more financially fit for retirement.In this episode, Chris and Nicholas discussed:1. Building a Business by Default vs. Design2. The Plateau Between $250K–$300K3. Redefining 'Ideal Clients' and Letting Go of the Wrong Ones4. Selling the Right Result (Not Just Deliverables)LinkedIn: https://www.linkedin.com/in/nicholasockenga/ Website: https://go.oncehub.com/Nicholas-Ockenga                https://www.sentinelgroup.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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: 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. 

Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this discussion are subject to change at any time without notice. Beacon Pointe provides links for your convenience to other providers' websites. Beacon Pointe is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve or endorse the information provided. Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Jenny McCosley (https://www.linkedin.com/in/jennifer-mccosley/) is a Senior Wealth Advisor based in Beacon Pointe's North Carolina office and is responsible for partnering with the Beacon Pointe investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Jenny began her financial planning and investment management career in 2008 and has gained valuable experience working in community banking, private trust, and registered investment advisory firms. Jenny finds the people she works with as fascinating as finance, and she enjoys helping individuals and couples bring to life their retirement goals.In this episode, Chris and Jenny discussed:1. The Power of Curiosity in Client Conversations2. Working with Families Who Have Children with Special Needs3. The Role of Vulnerability in Trust-Building4. Helping Advisors Get Comfortable with “The Messy Middle”LinkedIn: https://www.linkedin.com/in/jennifer-mccosley/ Website: https://beaconpointe.com/contact-us/north-carolina-greensboro/jennifer-mccosley/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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: 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/  Kevin Kirchheimer (https://www.ameripriseadvisors.com/kevin.w.kirchheimer/) is a Private Wealth Advisor at Jon L Myers and Associates, a financial advisory practice of Ameriprise Financial Services, LLC. With 17 years of experience, he specializes in retirement planning strategies, investments, cash flow management, insurance, and estate planning. Recognized by Forbes as a Best-in-State Next-Generation Wealth Advisor (2019, 2022-2024), Kevin has also contributed to his firm's inclusion in the Forbes Best-in-State Wealth Management Teams list (2023-2025). He is a member of the Financial Advisor IQ Leadership Council.In this episode, Chris and Kevin discuss:1. Surviving the Feast and Famine Cycle of Mergers & Acquisitions2. Developing An Interest In Finance Early In Life3. Building Referral Networks4. How Financial Advisors Can Keep Their M&A Pipeline FullLinkedIn: https://www.linkedin.com/in/kevin-kirchheimer-crpc%E2%84%A2-a0a2ab3b/ Website: https://www.ameripriseadvisors.com/kevin.w.kirchheimer/Book: https://www.amazon.com/Millionaires-Confidence-Cure-Process-Financial/dp/B0DR61RGMQ 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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: 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/  Nick Halaris (https://nickhalaris.com/) is an investor, real estate developer, and civic leader with nearly 20 years of experience exploring what it takes to be a great investor. Through successes and setbacks, Nick has gained valuable insights, which he now shares via Profit, a platform dedicated to presenting fresh ideas and strategies for investors. His work in real estate development and civic leadership gives him a unique perspective on the economy and society, allowing him to uncover opportunities and navigate challenges. In this episode, Nick and Chris discuss:1. The Surprising Psychology Behind Housing Opposition2. How Government Inaction Keeps Housing Prices High3. How Policy Shifts Could Open the Floodgates for Real Estate Investors4. Will the Next Generation Unlock Real Estate Growth?LinkedIn: https://www.linkedin.com/in/nick-halaris-4a25b93/ Website: https://nickhalaris.com/ YouTube: https://www.youtube.com/@TheNickHalarisShow X: https://x.com/NickHalaris Instagram: https://www.instagram.com/nickhalaris/ Be part of Nick's community and sign up for his newsletter: https://nickhalaris.com/newsletter 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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: 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, How To Find Ultra High Net Worth Clients, here: ⁠⁠⁠https://UHNWC.com/Michael Bernberg (https://www.linkedin.com/in/michaelbernberg/ ), a seasoned financial advisor with over 33 years of experience at Ameriprise Financial Services, LLC. Michael shares his journey from the plastics industry and management consulting to becoming a top financial advisor. Learn about his unique approach to utilizing options to manage risk, his transition from Merrill Lynch to Ameriprise, and his effective strategies for client referral and financial planning. Michael also discusses his love for golf, music, and science fiction, providing a well-rounded look at his professional and personal life.In this episode, Chris and Michael discuss:1. Career Background, Plastics, and Management Consulting.2. Transition Into Finance, Merrill Lynch and Ameriprise.3. Strategies For Finding New Clients And Growing The Business.4. Personal Interests, Golf, and Science Fiction.Connect With Michael:LinkedIn: https://www.linkedin.com/in/michaelbernberg/ Website: https://www.ameripriseadvisors.com/m.bernberg/ Follow us to maximize your marketing, close more clients, and amplify your AUM:Instagram: ⁠⁠⁠https://instagram.com/ultrahighnetworthclients⁠⁠⁠TikTok: ⁠⁠⁠https://tiktok.com/ultrahighnetworthclients⁠⁠⁠YouTube: ⁠⁠⁠https://www.youtube.com/@uhnwc⁠⁠⁠Facebook: ⁠⁠⁠https://www.facebook.com/UHNWCPodcast⁠⁠⁠Twitter: ⁠⁠⁠https://twitter.com/uhnwcpodcast⁠⁠⁠iTunes: ⁠⁠⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠⁠⁠Spotify: ⁠⁠⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠⁠⁠Website: ⁠⁠⁠https://uhnwc.com⁠⁠⁠Work with us: ⁠⁠⁠https://famousfounder.com/fa⁠DISCLAIMER: This content is provided by Chris Brodhead for general informational purposes only. It is not considered an offer to buy or sell any securities or investments. Investing involves risks, including potential loss of principal. Investment decisions should be made after consulting with your advisor, considering your 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/  Esther Sangiovanni (http://www.msbanktx.com) is a Portfolio Manager at Main Street Bank. She is an experienced commercial loan administrator with a demonstrated history of working in the banking industry. Esther earned her MIBA in business at Nova Southeastern University.In this episode, Chris and Esther discuss:1. Helping Latino Entrepreneurs Separate Business and Personal Finances2. The Mindset Shift Every Entrepreneur Needs for Financial Success3. Stop Mixing Personal & Business Finances4. Why Latino Entrepreneurs Must Plan for Retirement—Before It's Too LateLinkedIn: https://www.linkedin.com/in/esther-sangiovanni-b923ba21/ Website: http://www.msbanktx.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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: 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/  Matthew Mandell (https://www.linkedin.com/in/matthewlmandell/) is a Private Wealth Advisor and Managing Director of Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. With a Bachelor's degree in Finance from Pennsylvania State University and prestigious designations including CFP®, CRPC™, and RICP®, Matthew provides expert financial planning and investment strategies for high-net-worth clients.In this episode, Chris and Matthew discuss:1. The 10X Mindset2. How to Turn Clients into Advocates3. The Power of Networking4. When to Hire, When to Partner, and When to Stay SoloLinkedIn: https://www.linkedin.com/in/matthewlmandell/ Website: https://www.ameripriseadvisors.com/matthew.l.mandell/ 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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: 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/  Matt Zeigler (https://sunpointeinvestments.com/) is a Managing Director and Wealth Advisor at Sunpointe Investments. He believes everyone deserves to be heard and communicated in terms they can understand. Over his 18+ year career in financial services, he's gained a tremendous respect for complexity, and a healthy disdain for needless complications. Matt's talent-turned-skill is engaging people empathetically around their unique situations.In this episode, Chris and Matt discuss:1. Helping Clients Feel Heard, Informed, and Inspired2. How Financial Advisors Can Use Unexpected Analogies to Win Clients3. How to Get High-Value Clients Without Cold Outreach4. The Unexpected Networking Strategy That Builds Trust InstantlyLinkedIn: https://www.linkedin.com/in/matt-zeigler/ Website:(Personal) - https://cultishcreative.com/ (Company) - https://sunpointeinvestments.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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: 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/  Braydan Young (https://www.sendoso.com/) is the Co-Founder and Growth Leader at Sendoso, the world's first Sending Platform (SP) designed to help companies rise above the noise and foster meaningful relationships at scale. With over seven years of experience building and scaling Sendoso, Brayden is passionate about revolutionizing communication through personalized and memorable experiences for prospects and customers.In this episode, Chris and Braydan discuss:1. The Power of Partnerships: Why Selling Alone is a Losing Game2. How to Personalize Gifts for Maximum Impact3. The Hidden ROI of Corporate Gifting & How to Track It4. The Science of ReciprocityLinkedIn: https://www.linkedin.com/in/braydanyoung/ Website: https://app.pitchfire.com/@braydan-young                https://www.sendoso.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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: 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 Shaffer (https://searcyfinancial.com/⁠ ) is a CERTIFIED FINANCIAL PLANNER professional and member of the Financial Planning Association. Serving clients as Principal and CFO at Searcy Financial Services, Inc. in Overland Park, KS, and the surrounding communities. Marc specializes in helping his clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and actively monitoring their financial plans.In this episode, Marc and Chris discuss:1. Helping Clients Define Their Financial Legacy2. The Art of Connecting Clients with the Right Resources3. How FinTech is Changing the Role of Financial Advisors4. Breaking the Minimum BarrierLinkedIn: https://www.linkedin.com/in/marcshaffer/  Website: https://searcyfinancial.com/                https://www.allosadvisors.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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: 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" fromhttps://UHNWC.com/  Lauren Gadkowski Lindsay (https://www.beaconfinancialplanning.com/team-member/lauren-gadkowski-lindsay) is a CERTIFIED FINANCIAL PLANNER® with 25 years of experience. She is passionate about comprehensive, fee-only financial planning and excited to bring the Beacon Financial Planning experience to Houston, Texas. Lauren works with clients in Houston and other parts of the United States and has been working virtually with clients since 2008. In this episode, Chris and Lauren discuss:1. From Teacher to Financial Planner2. The Role of Public Speaking in Growing Your Financial Practice3. How Financial Advisors Can Build Trust Through Education4. How to Guide Clients Through Tough DecisionsLinkedIn:https://www.linkedin.com/in/lauren-gadkowski-lindsay-cfp-r-3236484/ Website:https://www.beaconfinancialplanning.com/team-member/lauren-gadkowski-lindsay 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/@uhnwcFacebook: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/id1569041400Spotify:https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: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/  Corwin Davidson (https://hillcountrywealth.com/) is a Certified Exit Planner at Hill Country Business Strategies and an Investment Advisor at Hill Country Wealth Strategies. Their exit planning practice aims to help owners launch better business transitions and educate owners about their exit options. Their ExitMap Express process empowers us to develop trust-based, collaborative relationships built around a structured coaching discovery process that helps business owner clients envision life after their business.In this episode, Chris and Corwin discuss:1. The Role of Exit Planning in Financial Advisory Services2. Understanding the Exit Map3. How to Coach Business Owners Toward Seamless Succession Planning4. The Importance of Personal Vision in Exit PlanningLinkedIn: https://www.linkedin.com/in/corwindavidson/ Website: https://hillcountrywealth.com/https://www.hillcobiz.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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: 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" fromhttps://UHNWC.com/  With over 30 years of financial expertise in the U.S. and abroad, Christian Nana Tanke (https://www.nanatanke.com/) specializes in Private Placements Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA). His focus is on crafting personalized insurance and annuity solutions for high-net-worth individuals and families, providing them with a tax-efficient investment environment.In this episode, Chris and Christian discuss:1. Mastering Private Placement Life Insurance2. The Power of Networking3. Breaking Into the High-Net-Worth Market4. The Hidden Wealth Strategies of High-Net-Worth IndividualsLinkedIn:https://www.linkedin.com/in/christian-nana-cfa-0a85932/ Website:https://www.nanatanke.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/@uhnwcFacebook: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/id1569041400Spotify:https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: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" fromhttps://UHNWC.com/  Joanne Burke (https://birchstreetadvisors.com/) is a founder and wealth advisor serving clients at Birch Street Financial Advisors in Vienna, VA, and the surrounding communities. She is also a member of the Financial Planning Association. Navigating taxes led her to a passion for financial planning, from KPMG to founding Joanne Ehreth Burke CPA PLLC and Birch Street Financial Advisors. Holding the CERTIFIED FINANCIAL PLANNER™ and CPA/PFS designations, Joanne specializes in strategies for pre-retirees and retirees. She is actively engaged in professional organizations and brings a holistic approach to financial guidance. In this episode, Joanne and Chris discuss:1. Why Financial Advisors Should Master Tax Planning2. More to Family, Less to Uncle Sam3. How to Leverage CPA Referrals to Grow Your Financial Advisory Business4. The Key to Building Long-Term Client Relationships in FinanceLinkedIn:https://www.linkedin.com/in/joanne-burke-cfp%C2%AE-cpa-pfs-mtax-15a8a85/ Website:https://birchstreetadvisors.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/@uhnwcFacebook: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/id1569041400Spotify:https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: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" from⁠https://UHNWC.com/⁠  Daniel J. Traub (https://www.linkedin.com/in/daniel-traub-2bb3659/), is a Senior Financial Advisor at Montis Financial. With over three decades of experience. Dan shares his journey in the financial industry, starting from a unique mom-and-pop shop in 1988 to founding his firm, Tempo Financial Advisors, in 2008. Dan discusses the pivotal decisions in his career, the importance of personalized financial planning and shares insights on working with high-net-worth clients.In this episode, Chris and Dan discuss: 1. The Evolution of Financial Advisory Practices 2. Forming Tempo Financial Advisors 3. Transitioning and Merging Firms 4. Focusing on Client Needs and EducationConnect With Daniel Traub:LinkedIn:https://www.linkedin.com/in/daniel-traub-2bb3659/Website:https://montisfinancial.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/@uhnwc⁠Facebook:⁠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/id1569041400⁠Spotify:⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠Website:⁠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 “How To Find Ultra High Net Worth Clients” https://UHNWC.com/ About This EpisodePaul Stack (LinkedIn Profile), an Accredited Portfolio Management Advisor, is a Financial Advisor at Wisdom Rock Financial Advisory Group, a private wealth advisory practice of Ameriprise Financial Services. In this episode, Paul shares his inspiring journey of transitioning from a 30-year career as a Social Studies teacher to becoming a financial advisor. Leveraging his background in education, Paul provides unique insights into client service and communication. Key Topics Discussed Paul's Career Transition: From Teaching to Financial Advising The Value of Tax Expertise in Wealth Management Client Engagement and Effective Communication Strategies How Community Involvement Supports Advisory Practice Growth Connect With Paul Stack LinkedIn Wisdom Rock Financial Advisory Group Website Maximize Your Marketing and Amplify Your AUMFollow Ultra High Net Worth Clients on social media: Instagram TikTok YouTube Facebook Twitter Apple Podcasts Spotify Website Work with us DISCLAIMERThis content is provided by Chris Brodhead for general informational purposes only and does not constitute an offer to buy or sell securities or investments. Investing involves risk, including potential loss of principal. Please consult your investment advisor to evaluate your personal goals, risk tolerance, and needs before making investment decisions.

Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: ⁠⁠https://UHNWC.com/⁠⁠ Ross Mannino, CFP® (LinkedIn), is a Managing Director at Ameriprise Financial Services, LLC, with over 34 years of experience in the financial industry. In this episode, Ross shares his inspiring journey from starting as a 19-year-old cold caller to managing $800 million in assets. Learn how mentorship, innovation, and client trust have shaped his success. Ross also dives into the challenges and opportunities of succession planning, the role of AI in finance, and strategies for growing multi-generational wealth. In this episode, Chris and Ross discuss: 1-Building and Growing a Financial Advisory Practice 2-The Role of Mentorship in Career Growth 3-Adapting to Industry Changes and Future Trends 4-Succession Planning and Growing Multi-Generational Wealth Connect With Ross Mannino: LinkedIn: https://www.linkedin.com/in/rossmannino/ Website: https://www.ameripriseadvisors.com/ross.mannino/ Work With Ross: https://www.ameripriseadvisors.com/team/wealth-planning-strategies/ Follow us to maximize your marketing, close more clients, and amplify your AUM: 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 general informational purposes only. It is not considered an offer to buy or sell any securities or investments. Investing involves risks, including potential loss of principal. Investment decisions should be made after consulting with your advisor, considering your personal goals, needs, and risk tolerance.

Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: ⁠⁠⁠https://UHNWC.com/⁠⁠⁠ Krishna Velaga, is the Founder and Chief Investment Officer of Velaga Advisors. Krishna shares his journey from a career in IT to becoming a successful financial advisor. He discusses his interest in finance, obtaining his MBA, pursuing CFA credentials (completed the first two levels), and eventually starting his advisory firm. The discussion also covers how Krishna leverages technology and plans to incorporate AI into his services. Tune in for insights on tax planning, alternative investments, and Krishna's future vision for wealth management. In this episode, Chris and Krishna discuss: 1-Krishna's Journey from IT to Finance 2-The Role of Technology in Financial Advisory 3-Private Investments and Client Differentiation 4-Ideal Client Profile and Marketing Strategies Connect With Krishna: LinkedIn: https://www.linkedin.com/in/velaga/ Website: https://www.velagaadvisors.com/ Follow us to maximize your marketing, close more clients, and amplify your AUM: 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 general informational purposes only. It is not considered an offer to buy or sell any securities or investments. Investing involves risks, including potential loss of principal. Investment decisions should be made after consulting with your advisor, considering your personal goals, needs, and risk tolerance.

Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: ⁠⁠⁠https://UHNWC.com/⁠⁠⁠ Laurence Kim is an Investment Consultant and VP at Simplify Asset Management Inc. Larry shares his journey from starting with JP Morgan right out of college to becoming a senior consultant at Fidelity and playing a key role in launching multiple mutual funds. They discuss the shift from mutual funds to ETFs, the impact of fiduciary models, and how Simplify is democratizing finance for financial advisors. Learn about innovative financial products and the future of ETFs in this insightful conversation. In this episode Chris and Laurence Discuss: 1. Career Journey from JP Morgan to Fidelity and Simplify 2. Transition from Mutual Funds to ETFs 3. Innovative Financial Products at Simplify Asset Management 4. Potential Impact of Blockchain on Future Financial Products Connect With Laurence: LinkedIn: https://www.linkedin.com/in/laurencekim/ Website: https://www.simplify.us/ Follow us to maximize your marketing, close more clients, and amplify your AUM: 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 general informational purposes only. It is not considered an offer to buy or sell any securities or investments. Investing involves risks, including potential loss of principal. Investment decisions should be made after consulting with your advisor, considering your 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/   Crystal Lee Butler, MBA (https://crystalmarketingsolutions.com/), is the founder and marketing strategist behind Crystal Marketing Solutions (CMS), a premier financial advisor marketing agency that delivers done-for-you marketing services dedicated specifically to independent financial advisors and small advisory firms. With two decades of experience, CMS excels in developing personalized, compliance-friendly marketing strategies that streamline and execute all aspects of their clients' marketing ecosystem. In this episode, Crystal and Chris discuss: 1. Growing Your Practice with Consistent Marketing 2. How to Create High-Impact Content Without Overwhelm 3. How to Leverage Publications to Boost Your Authority 4. Using Client Success Stories to Attract More Business LinkedIn: https://www.linkedin.com/in/crystallbutler/  Website: https://crystalmarketingsolutions.com/  Facebook: facebook.com/crystalmarketingsolutions X (formerly Twitter): x.com/crystallbutler 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 ⁠UHNWC.com⁠. About This Episode:Todd Pisarczyk (LinkedIn) is the Founder and CEO of Momentous Wealth Management. Todd shares his journey from starting his practice right out of college to leading a firm with $400 million in assets under management. They discuss the importance of creating processes, how Todd is preparing his firm for the next generation, and the impact of personalized client service. Todd emphasizes the value of hospitality in financial services and offers practical tips on building a referable and lasting business. In this episode, Chris and Todd discuss: Building a Multi-Generational Firm Developing Effective Processes Client Service and Hospitality Final Thoughts and Future Goals Connect with Todd Pisarczyk: LinkedIn: https://www.linkedin.com/in/toddpisarczyk/ Website: https://www.momentouswealth.com/ X (Twitter): https://x.com/tpisarczyk Podcast: The Momentous Wealth Podcast Books Mentioned: Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect 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 X (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. Investments 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/ Denver Smith (carlsonridge.com) is the Chief Investment Officer, Managing Partner, and Co-founder at Carlson Ridge Capital, a value-driven hedge fund manager based in Denver, CO. In this episode, Chris and Denver discuss: 1. Managing a Private Hedge Fund 2. Unveiling the Secrets of Small-Cap Value Investing 3. Identifying Undervalued Companies 4. How to Spot Opportunities Across Sectors LinkedIn: https://www.linkedin.com/in/denver-smith-cfa-mba-7b092269/ Website: carlsonridge.com Instagram: @denverjaysmith X: @SmithDenve72037 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 C. Ragone (https://www.iws.one/team/paul-ragone) is the founder and President of Integrity Wealth Services. Paul has over 20 years of experience as a financial advisor, an Accredited Wealth Management Advisor (AWMA), and an Accredited Asset Management Specialist (AAMS). Paul emphasizes client education and communication, which helps eliminate much of the distractions most investors face each day.  In this episode, Chris and Paul discuss: 1. From Orphan Clients to Million-Dollar Success 2. How to Build Client Trust When Starting from Scratch 3. Why Physicians and Engineers Make Great Clients—And How to Serve Them 4. Handling Regulation Challenges  LinkedIn: https://www.linkedin.com/in/integritywealthservices/  Website: https://www.iws.one/team/paul-ragone  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 Goodstadt (https://www.linkedin.com/in/briangoodstadt/) is a wealth management professional at Paragon Capital, where he specializes in providing investment management, tax planning, retirement planning, and comprehensive wealth management services to high-net-worth individuals. Operating on a fee-only basis. With over 30 years of experience in the investment industry and more than 15 years of working directly with individual clients, Brian is passionate about helping his clients achieve their financial goals.  In this episode Chris and Brian discuss: 1. Why Building Trust Outweighs Short-Term Gains 2. Listening as a Superpower 3. Why Integrity is Non-Negotiable in Wealth Management 4. Understanding Stock Options and Restricted Awards LinkedIn: https://www.linkedin.com/in/briangoodstadt/ Website: https://www.paragoncapitalco.com/team/brian-goodstadt  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/⁠⁠⁠⁠⁠  Sam Kaplowitz ( https://www.linkedin.com/in/skaplowitz/ ), is the Vice President and an Investment Advisor at Breachway Investments. Sam discusses his journey from working at Wells Fargo and Merrill Lynch to founding his own independent firm. He shares valuable insights on serving high-net-worth clients, building strong client relationships, and specializing in niches like veterinarians and business owners. In this episode, Chris and Sam discuss: 1- From Banking to Financial Advisory 2- The Impact of Going Independent 3- Finding New Clients as an Independent Advisor 4- The Importance of Personalized Service in Financial Advising. LinkedIn: https://www.linkedin.com/in/skaplowitz/ Website: https://www.breachwayinvestments.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/   Chad Hufford (https://www.veritasalaska.com/), born and raised in Anchorage, Alaska, is the founder of Veritas, a financial services firm he established in 2014. With over a decade of experience, Chad is the longest-tenured Ramsey SmartVestor Pro in Alaska. He combines his passion for holistic financial planning with a coaching mindset, helping clients across the U.S. achieve financial freedom. In this episode, Chris and Chad discuss: 1. Helping Clients Navigate Financial Anxiety 2. Turning Stress into Strategy 3. Balancing Work-Life Harmony as a Financial Advisor 4. Alaska's Unique Demographics and What Advisors Can Learn LinkedIn: https://www.linkedin.com/in/chad-hufford-066208100/ Company LinkedIn: https://www.linkedin.com/company/veritas-wealth-management/  Website: https://www.veritasalaska.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/   Based in Cedar Rapids, Iowa, Ashlea Jones (https://www.linkedin.com/in/ashlea-jones-b67a94169/) serves a roster of curious, proactive, and dedicated clients looking to achieve the next level of financial success. Ashlea is a fiduciary and investment advisor representative holding a Series 65 registration who, along with the extensive team at Prime Capital Investment Advisors, provides each client with a customized plan tailored to their situation. In this episode, Chris and Ashlea discuss: 1. Breaking Into Wealth Management 2. How Door-to-Door Sales Built Her Financial Career 3. The Art of Asking Questions 4. Transitioning from Sales to Fiduciary Advisory Roles LinkedIn: https://www.linkedin.com/in/ashlea-jones-b67a94169/  Website: https://primefinancialcedarrapids.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/⁠⁠⁠   Maggie Koosa is a Financial Planning Advisor and CEO of The Alchemists. Discover her inspiring journey from a high school math teacher to a leading financial advisor driven by her family's experiences. Maggie shares insights on the importance of client relationships, transitioning from wirehouses to RIA, leveraging dinner seminars, and the critical topics of tax strategy and IRMAA. Learn her approach to educating clients and fostering long-term financial security. In this episode, Chris and Maggie discuss: 1- The Journey from Teaching to Financial Services 2- Transitioning to the RIA Space 3- Educating Clients: The Key to Success 4- Tax Strategies and IRMAA LinkedIn: https://www.linkedin.com/in/maggie-koosa-cepa-94932415 Company LinkedIn: https://www.linkedin.com/company/the-alchemists-your-wealth-concierge/ Website: https://www.youralchemist.com/ Instagram: https://www.instagram.com/maggiekoosa/ X: https://x.com/MaggieKoosa3 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/⁠⁠⁠⁠   Cory Sims, AWMA®, CRPC®, CES, is the Founder, Managing Member, and Investment Advisory Representative for Sims Investment Management, LLC. Cory discusses his journey from a solo practitioner in 2013 to managing a firm with over $260 million in assets under management. Cory shares his early entrepreneurial spirit, his experience building a client base, and the importance of focusing on comprehensive financial planning. In this episode, Chris and Cory discuss: 1- Building the Business: Strategies and Challenges 2- The Importance of Client Relationships 3- Mentorship and Learning from Experience 4- Hiring and Developing Advisors LinkedIn: https://www.linkedin.com/in/cory-sims-971a9011/ Company LinkedIn: https://www.linkedin.com/company/sims-investment/  Website: https://www.simsinvestment.com/team-member/cory-sims  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/   Chris Miles (https://www.linkedin.com/in/chriscmiles/), the “Cash Flow Expert,” is a leading authority on how to quickly create cash flow and lasting wealth for thousands of his clients, entrepreneurs, and others internationally! He has been featured in US News, CNN Money, Bankrate.com, and has a high reputation for getting his clients life-altering financial results in his company, Money Ripples. In this episode, Chris Brodhead and Chris Miles discuss: 1. Are You Sacrificing Fulfillment for Financial Security? 2. From Financial Advisor to Financial Freedom 3. Financial Freedom Myths 4. Assets Under Management LinkedIn: https://www.linkedin.com/in/chriscmiles/ Company LinkedIn: https://www.linkedin.com/company/money-ripples/  Website: https://moneyripples.com/ Twitter: https://x.com/moneyripples Facebook: https://www.facebook.com/moneyripples/ YouTube: https://www.youtube.com/@moneyrippleswithchrismiles Apple Podcast: https://podcasts.apple.com/us/podcast/money-ripples-podcast/id895555599 Spotify Podcast: https://open.spotify.com/episode/4ZH6FDQ42vi17SSH51D3By Instagram: https://www.instagram.com/chriscmiles/  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/   Bryan Montemurro (https://www.linkedin.com/in/bryanmontemurro/) is a Certified Financial Planner™ at Two West Advisors, which offers services to employer-sponsored retirement plans, financial wellness programs, and wealth management clients. Alongside his Two West family is his role as a Financial Coach at GoalPath Solutions, LLC., an independent RIA, and serves over $1.5B in retirement plan assets. Formed in 2018, GoalPath Solutions was recognized by the Financial Times as one of America's Top 401 Retirement Plan Advisers and also received 401(k) Specialist Magazine's Top Advisor by Participant Outcomes (TAPO) Award for the month of October. In this episode, Chris and Bryan discuss: 1. How to Build Trust and Ease Client Concerns 2. Understanding and Assisting High-Net-Worth Clients with Anxiety 3. Webinar Strategies That Work 4. Financial Health Meets Wealth LinkedIn: https://www.linkedin.com/in/bryanmontemurro/ Company LinkedIn: https://www.linkedin.com/company/two-west-companies/ https://www.linkedin.com/company/goalpath-solutions-llc/ Website: https://twowestadvisors.com/who-we-are/               https://www.goalpathsolutions.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/   Amy Spandau (https://www.ablazefinancial.com/) is the founder of Ablaze, a company dedicated to bringing big business accounting and finance expertise to smaller, growing businesses and founders. With over 25 years of experience in public accounting and as an executive for large, international public companies and start-ups, Amy recognized the challenges that start-ups and small business owners face. She realized that they are often expected to have extensive knowledge across multiple areas, despite lacking the necessary training and specialization. This insight led her to establish Ablaze, where she leverages her deep expertise to support businesses in navigating the complexities of finance and accounting, empowering them to focus on growth and success. In this episode, Chris and Amy discuss: 1. Building Your Business Health Check Habit 2. Decoding Cash Flows 3. Why Enjoying Your Work Leads to Financial Prosperity 4. Beyond the Balance Sheet: Emotional Resilience in Finance LinkedIn: https://www.linkedin.com/in/amy-spandau-1b624a5/  Company LinkedIn: https://www.linkedin.com/company/ablaze-financial-inc/  Website: https://www.ablazefinancial.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/⁠⁠   Larry Sidney, a holistic wealth advisor with Palisade Investments shares his unique journey from health education and Olympic ambitions to specializing in financial advising for elite athletes. Learn about Larry's holistic approach to wealth management, the importance of trust in client relationships, and valuable tips for financial advisors and elite athletes alike. In this episode, Chris and Larry discuss: 1- Larry's Background and Holistic Wealth Approach 2- Focusing on Elite Athletes and Professional Athletes 3- Financial Advice for Elite Athletes 4- Long-Term Investment Strategies LinkedIn: https://www.linkedin.com/in/lawrence-sidney-11b54a10/ Website: https://palisadeinvestments.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/   Ann Austin (https://www.raymondjames.com/annaustin/) is a Financial Advisor at Raymond James. She professionally serves her community in Retirement, College, and Estate Planning. She holds designation as Accredited Investment Fiduciary, AIF® and Accredited Asset Management Specialist, AAMS® Ann Austin began her career with Regions Investments in 1998, which later merged with Morgan Keegan and then Raymond James. In this episode, Chris and Ann discuss: 1. Unlocking Niche Markets 2. The Power of Referrals 3. Women in Finance 4. The Emotional Side of Financial Advising LinkedIn: https://www.linkedin.com/in/ann-austin-ab9566187/  Website: https://www.raymondjames.com/annaustin/  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/⁠⁠⁠   Mark Scribner (https://www.linkedin.com/in/scribnermark/ ) is the Managing Director, Partner & Wealth Advisor at Carson Wealth. Mark delves into his career journey, the transition from wirehouse firms to independent advisory, and the impact of AI and technology on financial services. Discover Mark's approach to client relationships, marketing strategies, and his passion for helping entrepreneurs. In this episode, Chris and Mark discuss: 1. Transitioning from Wire House to Independent Advisor 2. Building Relationships and Finding Your Niche 3. Leveraging Social Media and Technology 4. The Future of Financial Advising: AI and Innovation LinkedIn: https://www.linkedin.com/in/scribnermark/ Website: https://www.carsonwealth.com/team-members/mark-scribner/ X: https://x.com/markscribnerBos Instagram: https://www.instagram.com/mfpho/ 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/   Robb Fahrion (https://www.flyingvgroup.com/) is the architect of Digital Dreams and Co-Founder of Flying V Group. In the bustling heart of the digital realm, where innovation meets execution, Robb Fahrion stands as a beacon of visionary leadership and unparalleled expertise in holistic marketing strategy and SEO. As a founding partner of Flying V Group, Robb, alongside his brother Tyler and Brennan Smith, embarked on a journey in 2016 to not just create another digital marketing agency, but to forge a legacy of excellence and transformation for businesses across the spectrum. In this episode, Chris and Robb discuss: 1. How to Turn Stranger Connections into Lifelong Clients 2. Webinars That Convert 3. How to Use LinkedIn to Attract High-Value Clients 4. Mastering Email Drip Campaigns LinkedIn: https://www.linkedin.com/in/robbfahrion/  Twitter: https://x.com/robbfahrion  Instagram: https://www.instagram.com/robbfahrion Websites:Flying V Group:  https://www.flyingvgroup.com/ Fahrion Group Investments, Inc.:    https://www.fahriongroup.com/ Fee Free Pros: https://feefreepros.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/   Alonso Rodriguez Segarra (https://advise-financial.com/) is a CERTIFIED  FINANCIAL PLANNER™ who provides hourly, fee-only, and fiduciary financial planning services. He has over 20 years of experience in the financial world and has been named among the Top 100 Financial Advisors in the US by Investopedia. I'm not a really good golfer, but my two daughters are on their way to becoming fantastic golfers. He is presently the CEO of Advise-Financial. In this episode, Chris and Alonso discuss: 1. The Value of Tax Planning for Your Clients 2. Turning Hourly Services into Recurring Revenue Streams 3. The Rise of Bilingual Financial Education 4. The Pros and Pitfalls of Lead Generation Services for Financial Advisors LinkedIn: linkedin.com/in/alonso-rodriguez-segarra-cfp®-81901686  Website: https://advise-financial.com/  Instagram: https://www.instagram.com/alonsofinanzas/ YouTube: https://www.youtube.com/@AdviseFinancial Spanish YouTube: https://www.youtube.com/@advisefinancial1515  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/⁠   Tim Henry, a private wealth advisor with Ameriprise and CEO of the Henry Group shares his journey from being an accounting major to a top financial advisor, discussing pivotal moments in his career, the importance of community involvement, and insights for navigating major market events. Learn about, the significance of comprehensive financial planning, and the value of strong client relationships. In this episode Chris and Tim discuss: 1- Evolution of the Industry 2- Building Momentum and Client Relationships 3- Community Involvement and Client Acquisition 4- Team Building and Succession Planning LinkedIn: https://www.linkedin.com/in/timothymhenry/ Website: https://www.ameripriseadvisors.com/team/the-henry-group/ Twitter: https://x.com/timothymhenry1 Facebook: https://web.facebook.com/timhenryameriprise/ 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/⁠ Trey Smith, CFP®, ChFC®, CIMA®, CPWA®, CRPC®, is a Financial Advisor and the Senior Managing Director at Truist Wealth with 25 years of experience and $1.1 billion in assets under management. Trey shares his journey in wealth management, highlighting pivotal career moments and his client-first philosophy. He emphasizes the importance of trust, financial coaching, and uncovering blind spots for clients. In this episode, Chris and Trey discuss: 1. Succession Planning 2. Building a Legacy 3. Handling Client Relationships 4. Forward-thinking Financial Strategies LinkedIn: https://www.linkedin.com/in/treysmithcfp Website: https://www.truist.com/ https://www.truist.com/finder/wealth/the-smith-group-of-truist-investment-services-inc-nashville-tn-37203 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/ Bill Roth, is the Co-Founder and CEO of HardTarget, a company specializing in cyber preparedness for ultra-high-net-worth families using gamification. Bill shares his journey from a serial entrepreneur to developing unique cybersecurity solutions for high-value clients. Learn about common threats, the importance of cyber literacy, and practical tips for enhancing your digital security. In this episode, Chris and Bill discuss: 1. The Genesis of HardTarget 2. Threats to High Net Worth Families 3. Gamification and Cyber Preparedness 4. Practical Cybersecurity Tips for Families LinkedIn: https://www.linkedin.com/in/bill-roth/ Website: https://www.hardtarget.ai/ 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.