Anxious Filmmaker with Chris Brodhead

Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/Adrian Newman is the Founder and President of Numero Uno Web Solutions, one of Canada's leading SEO and digital marketing agencies. With over 25 years in performance marketing, Adrian has helped hundreds of small and mid-sized businesses grow through SEO, AI-driven content, and multi-channel strategies that actually drive revenue.In this interview, we talk about: • How search is changing with AI and AEO • What still works right now in digital marketing • Lessons learned from 25 years of running successful campaigns • How he finds and closes high-value clients • What he's working towards next in life and businessFollow Adrian:https://www.numerounoweb.com/LinkedIn: https://www.linkedin.com/in/adriannewman/YouTube: https://www.youtube.com/@numerounoweb

Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/Dr. Jay Luis Aguilar is the Global VP of Business Development at Chance Rides (https://www.chancerides.com/) — the legendary U.S. manufacturer behind rollercoasters, carousels, observation wheels, trains and immersive rides found in Six Flags, Universal, SeaWorld, Area15 Las Vegas and more.In this episode, Jay shares: • How he turned his childhood dream of designing amusement rides into reality • The surprising way theme parks, zoos & cities actually BUY rides • The creative process behind post-apocalyptic carousels & live Minion rides • The future of ride design • His personal obsession with Ironman triathlons & intentional livingIf you've ever wondered how the rides you love are actually created, funded, sold, and brought to life — this is an INSANE behind-the-scenes look you won't find anywhere else.LinkedIn: https://www.linkedin.com/in/jayluisaguilar/Website: https://www.chancerides.com/

Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/What do tacos, sustainability, and the future of food all have in common? For Conner Tidd, it started with a single bunch of cilantro and became a mission to reshape how the world grows and accesses fresh produce.Conner shares the origin story of Just Vertical, a company building scalable vertical farms from condos to campuses and beyond. We explore how a university prototype led to a $30K check, why post-COVID supply chains opened doors for commercial expansion, and how Just Vertical is deploying farms as far as Moldova and Alaska to improve food security.We also dive into: • Why vertical farming isn't a silver bullet—but is a powerful tool • How growing food closer to home reduces waste and boosts resilience • The surprising impact of clean-room farming on pesticides and fertilizers • How Conner and his team are telling powerful stories on a shoestring budgetWhether you're a tech-driven sustainability advocate or just someone tired of wilted herbs in your fridge, this episode will inspire you to think differently about where your food comes from—and what's possible when mission meets innovation.

Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/What if emotional support was as accessible as Amazon Prime?Irad Eichler, founder and CEO of Circles — a revolutionary mental health platform offering 24/7 live group support for just $40/month.Irad shares the deeply personal story behind Circles, how watching his mother battle cancer inspired him to rethink emotional care, and why audio-only peer groups led by trained facilitators are outperforming traditional therapy in many situations.Topics covered: • The loneliness epidemic & the limits of 1:1 therapy • Why men struggle to join support groups (and how that's changing) • How Circles uses performance marketing to scale • Real stories of users leaving abusive relationships with live support • Future partnerships with hospitals, nonprofits, and employersWhether you're a founder, therapist, or someone going through a tough time — this episode will move you.

Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/What if customer support could become one of your most powerful growth engines? Pierre Latscha, Co-founder and CCO of Onepilot, a tech-forward customer care outsourcing platform combining AI automation with real human agents — 24/7 and multilingual.We unpack how Pierre and his four co-founders launched Onepilot during the pandemic, scaled to $30M+ in ARR, and are now transforming customer service into a revenue-driving profit center.

Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/What does Tiger Woods' true legacy look like beyond golf?In this powerful episode, Dan Scali, Vice President of Marketing & Communications at TGR Foundation, shares how Tiger's nonprofit has quietly changed the lives of tens of thousands of students across the U.S.From opening cutting-edge STEAM Learning Labs to mentoring first-generation college students and launching a 30-year legacy of education, the TGR Foundation is reshaping how youth discover their passions and build meaningful futures.

What does it take to accidentally invent a solar cooker and go on to power EVs, fridges, and entire lives with nothing but sunshine? Patrick Sherwin, the “mad solar scientist” behind GoSun, joins me to share how a single hot dog, a vacuum tube, and a passion for clean energy led to a revolutionary product line—and a whole new way of thinking about how we live, move, and cook.From launching GoSun through crowdfunding to building solar-powered appliances that work in your backyard or during blackouts, Patrick's story is a masterclass in purpose-driven innovation, scrappy product development, and building community around big, audacious ideas.

Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/What happens when your startup's ownership structure gets messy — right before a big investment round?Amit Jethani, Co-Founder at Mantle (https://withmantle.com/), breaks down the world of cap tables, capital calls, and equity management in plain language, while sharing the hard-earned lessons that led him to start Mantle after 15+ years in the startup ecosystem. We dive into how messy spreadsheets cost founders ownership, why one-star reviews can fuel product strategy, and the surprising ways AI is transforming equity management.

What happens when an ex-investment banker builds one of the most disruptive products in the beauty industry?Lewis Farsedakis, Founder & CEO of Blinc Inc., joins me to share the extraordinary journey of how he invented tubing mascara — a smudge-proof, flake-proof formula that changed the game for millions. But this story goes way beyond cosmetics. From privatizing telecoms in post-Soviet Eastern Europe to launching a clean skincare brand and shaping the future of ethical beauty, Lewis's path is full of lessons in vision, grit, and timeless innovation.In this episode, we explore how radical thinking, mentorship, and obsession with solving problems led Lewis to build one of Sephora's top-selling products — and how he's gearing up for an even bigger innovation.

What does it take to walk away from job security, face rejection, and build a thriving 30+ lawyer law firm from scratch?Eric Gros-Dubois, founder of EPGD Business Law, joins me to share his remarkable story — from graduating into two recessions to growing a Miami-based practice with 65 employees and 30 lawyers. Eric reveals how he turned early doubts into entrepreneurial drive, why he doubled down on marketing long before it paid off, and why he believes AI isn't a threat but a tool for the future of law.From handwritten thank-you notes to 3,000 blog posts that accidentally built a Google powerhouse, Eric's story is equal parts grit, strategy, and luck. If you've ever thought about starting a business (or scaling one), this episode is packed with insights you can use.

Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/What if we could eliminate plastic water bottles and produce safe, clean drinking water right where it's needed? Ulf Stenerhag, Founder and Chairman of Wayout, joins me to share his mission to revolutionize the future of water through decentralized, plug-and-play microfactories.With a background in life sciences and two decades leading industrial companies, Ulf turned his attention to one of humanity's most urgent challenges: access to safe, sustainable drinking water. In this episode, he shares Wayout's journey — from building cutting-edge water systems to piloting projects with global beverage brands, hospitality leaders, and even crisis zones.

What does it take to build one of the fastest-growing marketing consultancies in the U.S.? Erik Huberman, Founder & CEO of Hawke Media, joins me to share his journey from launching and selling two e-commerce startups by age 26 to scaling a $150M+ marketing empire that's helped over 5,000 brands grow.From his early experiments sending 1,000 outfits to bloggers (turning $20K into $1.2M in sales) to creating Hawke Media's outsourced CMO model, Erik reveals the principles, strategies, and mindset that continue to drive his success.We also dive into AI's role in the future of marketing, building trust in noisy markets, and how Hawke Ventures and Hawke.AI are shaping the next era of business growth.

What does it take to go from Fortune 1000 executive to commercial astronaut and CEO of a multibillion-dollar space company?Dylan Taylor, Chairman & CEO of Voyager Technologies (https://voyagertechnologies.com/), joins me to share his incredible journey—from leading global companies to becoming one of the world's most active space investors, to flying aboard Blue Origin's New Shepard as the 606th human in space.In this conversation, Dylan opens up about his passion for space since childhood, how Voyager Technologies went from founding to IPO in just six years, and why the future of humanity in space is closer than most realize.

What if your best marketing asset isn't your funnel or ad spend — but your values?Darren Magarro, founder and president of The DSM Group (https://thedsmgroup.com), joins me to unpack how he built one of New Jersey's top marketing agencies from scratch — starting with just his gut instincts, a deep belief in community, and zero cold calls.Darren's story is raw, real, and refreshingly grounded. From walking away from Wall Street to scaling a multi-million-dollar agency in an industry obsessed with flash, Darren shares the mindset shifts, hiring mistakes, and personal breakthroughs that helped him build something sustainable, profitable, and purpose-driven.

What does it really take to build a thriving business that reflects your values — without burning out, selling out, or losing yourself in the process?In this refreshingly honest and deeply personal conversation, Chris Brewer, co-founder of OMG Commerce, shares his journey from radio ad salesman to co-running one of the most respected performance marketing agencies in e-commerce. But beyond the growth stats and client wins lies a story of real inner work: navigating identity, family sacrifice, and the realization that sometimes success needs redefinition.We talk about what it means to scale with integrity, the invisible costs of entrepreneurship, and how Chris is now exploring a different kind of ROI — one based on legacy, peace of mind, and presence.If you're building something big and want to do it without losing your soul, this episode is for you.⸻

What do ESPN mobile games, NHL jumbotrons, and pharma cleanrooms all have in common? Ben Davis.In this episode, Ben Davis — serial entrepreneur and CEO of Phizzle — shares how he went from selling CAD software in Silicon Valley to pioneering the future of drug manufacturing automation. From building ESPN's first branded mobile games pre-iPhone, to engineering a cleanroom-compliant hardware device (when his company was supposed to be software only), Ben reveals what it takes to stay ahead of tech revolutions.We talk startups, pivots, and solving billion-dollar problems no one else wants to touch — all with Phizzle's signature grit.

Can you dress better, boost confidence, and reduce waste — without shopping or doing laundry?Anya Cheng, Founder & CEO of Taelor, joins Chris to share how her AI-powered menswear rental startup is making life easier for busy professionals while transforming the future of fashion.A former product leader at Meta, eBay, and McDonald's, Anya reveals how she turned a simple Shopify MVP into a $2.3M venture-backed company by solving a surprisingly universal pain point: helping men look great without effort — or waste.

How do you grow a digital agency from a scrappy startup to powerhouse — while staying lean, global, and ahead of the AI curve?Ivan Vislavskiy, co-founder and CEO of Comrade Digital Marketing, joins me to share his journey from Ukraine to the U.S., from architect to entrepreneur, and how he's built one of the most quietly successful and innovative agencies in the country.In this wide-ranging conversation, Ivan opens up about: • The “unsexy” operational secrets behind scaling profitably • Why most agencies cap at 5–10 people • The myth of niching down — and what to do instead • How Comrade is embedding AI into every part of their operation (without sacrificing creativity or quality)Whether you're an agency owner, entrepreneur, or creative pro looking to future-proof your business, this episode is loaded with practical wisdom and inspiration.

What does it take to transform a painful injury into a nationwide movement redefining physical therapy? Dr. Josh Funk — former D1 lacrosse player, physical therapist, and founder & CEO of Rehab 2 Perform (https://rehab2perform.com/) — joins me to share his journey from avoiding surgery to building one of the fastest-growing healthcare companies in the U.S.With 12 locations and 100+ staff, Dr. Funk's company combines the best of athletic training, fitness, and sports performance into a holistic approach that's changing how people view rehab. From rethinking surgery recommendations to leveraging AI in healthcare, Dr. Funk reveals how to build resilience in both the body and in business.

What does it take to go from CIA and FBI operations to protecting the world's most influential executives, families, and enterprises?Kris Coleman, Founder & CEO of Red5 Security (https://red5security.com), joins me to share his extraordinary journey from national security service to building one of the most trusted names in executive protection and risk intelligence.From early days protecting U.S. assets abroad to scaling Red5 alongside global innovators like Facebook, Uber, and Nvidia, Kris reveals the hidden realities of corporate security, the evolution of executive protection, and why building trust is at the core of his business.

What would it take to build a smarter, more human alternative to Airbnb?Eric Goldreyer, a serial entrepreneur and the founder of BedandBreakfast.com, returns to the short-term rental space with Savvy (https://www.staysavvy.com) —a new platform designed to prioritize guests, hosts, and local communities alike. In this episode, Eric joins me to break down what's broken in the current vacation rental industry and how Savvy is aiming to fix it.From battling VC-backed giants to designing a more trustworthy system with no hidden fees, Eric shares the story behind Savvy's rapid growth—and why he believes the future of travel depends on bringing humanity back to hospitality.

What if your company could literally save lives—and you built it from scratch with no outside funding?Jeff Patterson, Founder & CEO of Gaggle, joins me to share the extraordinary 26-year journey of turning a simple idea—safe email for students—into a national force in student safety and suicide prevention.In this episode, Jeff reveals: • How a conversation with a teacher sparked the creation of Gaggle • The emotional story of how Gaggle helped stop a student from hurting themselves in real time • Why he never took outside capital and runs the company as a sole owner • His “evergreen business” mindset and why his exit strategy is a coffin • His vision for a more complete solution to youth mental healthWe also dive into the entrepreneurial philosophies that guide him, the power of story in creating culture, and how Gaggle is tackling some of the toughest issues in America's schools—anxiety, abuse, bullying, and more.

What does it take to turn hand-drawn dog toy sketches into a globally beloved pet brand? Jen Glaser, co-founder of ZippyPaws, joins me to share her journey from college graduate with a dream to leading one of the world's most design-forward pet toy companies — alongside her dad and their growing team.From creating the now-iconic Donutz toy (which has sold over 10 million units!) to navigating a rapidly changing retail landscape, Jen reveals how combining creativity, quality, and a deep love for dogs has helped ZippyPaws stand out in a crowded market — all while staying family-owned and proudly independent.

What does it take to turn a family tea startup into a global brand, beloved by customers worldwide? Mike Harney, Vice President and Master Tea Buyer of Harney & Sons, joins me to share the extraordinary journey of growing one of the world's most respected tea companies — without ever taking outside investment.From tasting trips in Kenya and Mozambique to supplying major retailers like Barnes & Noble, Amazon, and Target, Mike reveals how passion, persistence, and quality turned Harney & Sons into a household name. Along the way, he shares the challenges of navigating tariffs, the art of tea tasting, and why staying family-owned has been central to their success.

Dillon Widdows (https://www.linkedin.com/in/dillon-widdows-75a30884/) is a Senior Wealth Advisor at Accelerated Wealth who steers $85 million in client assets with a fiduciary mindset shaped by Fisher Investments and hard-won lessons from the 2008 crash. He now helps “millionaire-next-door” retirees turn disciplined saving into durable income and true financial contentment.In this episode, Chris and Dillon discussCoaching retirees to stay calm during 15% market drawdownsCrafting income + growth portfolios for military and federal pensionsWhy true fiduciaries never “sell” and how referrals power organic growthUltra-marathon habits that translate to client discipline and successConnect with DillonWebsite: https://acceleratedwealth.com/LinkedIn: https://www.linkedin.com/in/dillon-widdows-75a30884/Instagram: https://www.instagram.com/dwiddows7/Follow Ultra High Net Worth Clients & Host Chris BrodheadWebsite: https://www.ultrahighnetworthclients.comSpotify: 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/@uhnwcInstagram: https://www.instagram.com/ultrahighnetworthclientsTikTok: https://www.tiktok.com/@ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastDisclaimerThe views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.

Tired of clunky, outdated banking systems? Chris Michael, Co-CEO of Ozone API, helped design the UK's original open banking standards — now copied and adapted worldwide. Today, Ozone provides banks and regulators with the infrastructure to make open banking and open finance work seamlessly, securely, and at scale.In this episode, Chris shares the journey from engineering and digital marketing to shaping global financial standards, how Ozone grew from a proof of concept into a trusted partner for 100+ institutions, and his vision for the future of open finance.

Most women are told to “just wait” when struggling with fertility, miscarriages, or perimenopause. Dr. Amy Beckley — scientist, survivor, and Co-Founder of PROOV — is changing that narrative. After facing her own infertility and recurrent miscarriages, Amy uncovered how little the medical world understood about hormones. Today, her company PROOV empowers women to track their hormone health at home, from first period to last, giving them clarity, solutions, and ownership over their bodies.In this episode, Amy shares her powerful personal journey, why progesterone and hormone balance are essential, and how hormone testing can transform fertility, productivity, and quality of life. Whether you're planning for a family, navigating perimenopause, or simply want to understand the “fifth vital sign” of women's health, this conversation will open your eyes.

Tired of slow, outdated background checks? Andrew McLeod, Co-Founder & CEO of Certn, is on a mission to reimagine trust in hiring, identity verification, and global mobility. Under his leadership, Certn has grown into one of Canada's fastest-scaling tech companies — backed by Deloitte's Fast 50, LinkedIn Top Startups, and KPMG's Canadian Tech Innovator awards.Andrew shares how Certn is transforming a broken system, why speed and candidate experience matter more than cost, and his vision of building the “Shopify of Trust” to make background checks fast, seamless, and reusable worldwide.

Tired of TurboTax and outdated accounting software? David Kang, Founder & CEO of Keeper — a tech-enabled tax preparation service pairing clients with top accountants while using AI to automate the busywork.David shares how Keeper has grown to serve 40,000+ clients a year, why 75% of accountants retiring soon is a massive opportunity, and how their platform helps high-earners and small business owners save time, money, and headaches.

Bastian Bergmann ( https://www.linkedin.com/in/bergmannbastian/⁠ ) fuses psychological science with AI to help global brands truly understand their customers. As Cofounder and COO of Solsten, he turns deep audience insights into healthier, high‑performing experiences.In this episode, Chris and Bastian discuss:Slashing user‑acquisition costs by 25% with psychology‑led adsThe new moderation trend and what it means for product designBuilding data‑rich personas in minutes instead of monthsLessons from spinning out five venture‑funded startups in three yearsConnect with BastianWebsite: https://solsten.io/LinkedIn: https://www.linkedin.com/in/bergmannbastian/Follow Ultra High Net Worth Clients & Host Chris BrodheadWebsite: https://www.ultrahighnetworthclients.comSpotify: 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/@uhnwcInstagram: https://www.instagram.com/ultrahighnetworthclientsTikTok: https://www.tiktok.com/@ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastDISCLAIMERThe views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.

Jim Dubensky (https://www.linkedin.com/in/jimdubensky/) is the creative force behind Get Real Content, where he turns Fortune‑500 storytelling into scroll‑stopping video. With two decades on shows for Apple+, Discovery, MTV/VH1, and YouTube Red, Jim now helps brands capture that same binge‑worthy magic—on any budget.In this episode, Chris and Jim discuss:TV “act‑break” tricks that hook viewers in the first 10 secondsStretching a $50K budget to look like $500K on screenWhy authentic people beat polished actors in today's feedsNavigating AI, TikTok, and the future of branded contentConnect with JimWebsite: https://getrealcontent.com/LinkedIn: https://www.linkedin.com/in/jimdubensky/Follow Ultra High Net Worth Clients & Host Chris BrodheadWebsite: https://www.ultrahighnetworthclients.comSpotify: 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/@uhnwcInstagram: https://www.instagram.com/ultrahighnetworthclientsTikTok: https://www.tiktok.com/@ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastDISCLAIMERThe views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Andrew Betts (https://bickling.com/) is a Certified Financial Planner and is a Partner and a Financial Advisor at Bickling Financial Services. Bickling Financial Services, located in Lexington, Massachusetts, was founded in 1984 to provide financial advisory and asset management services to individuals and families.  Andy keeps business owners and managers on track by researching and evaluating investment choices to help management maintain the optimum investment menu in each plan.In this episode, Chris and Andrew discuss:1. Planting Seeds for Long-Term Growth: The Power of Patience2. How Financial Advisors Can Learn from ‘The Big Short' and 20083. Women Pioneers in Finance4. Bringing Psychology into Financial PlanningLinkedIn: https://www.linkedin.com/in/andrewhbetts/ Company LinkedIn: https://www.linkedin.com/company/bickling-financial-services/people/ Website: https://bickling.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. 

Stephen Nelson (https://www.linkedin.com/in/stephen-nelson-cfp/) is Partner & Senior Wealth Manager at Mills Wealth Advisors, guiding business owners through complex financial decisions with a $450 million AUM perspective. His fiduciary mindset, deep investment discipline, and process-driven approach turn entrepreneurial success into generational security.In this episode, Chris and Stephen discuss:Why a unanimous three-person investment committee beats knee-jerk tradesThe move from broker-dealer sales culture to true fiduciary serviceA simple referral prompt that fuels high-quality client growthBuilding 75 percent standardized, 25 percent personalized client experiencesConnect with StephenWebsite: https://www.millswealthadvisors.com/stephen-nelson/LinkedIn: https://www.linkedin.com/in/stephen-nelson-cfp/Instagram: https://www.instagram.com/smartmoneystephenTwitter: https://x.com/smartmoneysnYouTube: https://www.youtube.com/@SmartMoneyStephenTikTok: https://www.tiktok.com/@smartmoneystephenFacebook: https://www.facebook.com/StephenCFPFollow Ultra High Net Worth Clients & Host Chris BrodheadWebsite: https://www.ultrahighnetworthclients.comSpotify: 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/@uhnwcInstagram: https://www.instagram.com/ultrahighnetworthclientsTikTok: https://www.tiktok.com/@ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastDISCLAIMERThe views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.

Nev Kraguljevic, MBA, CSLP® (https://www.linkedin.com/in/nevkraguljevic/) is a Serbian-born financial planner at Elephant Corner Financial who spent 25 years inside higher-ed before pivoting to personal finance. Today Nev combines deep knowledge of student-loan rules, small-business cash flow, and inclusive planning to help medical-practice owners, immigrants, and LGBTQ+ families convert six-figure debt into long-term wealth.In this episode, Chris and Nev explore:1-From higher-ed career to fee-only planning pivot2- Student-loan strategies for medical small-biz owners3-“Value-first” sales method that makes prospects ask to sign4-Serving LGBTQ+, immigrants & first-gen wealth buildersConnect with Nev:Website: https://www.elephantcornerfinancial.com/https://guidingwealth.com/nev-kraguljevic/LinkedIn: https://www.linkedin.com/in/nevkraguljevic/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/faDISCLAIMERThis content is provided by Chris Brodhead and Ultra High Net Worth Clients podcast (“UHNWC”) for general informational and educational purposes only. Nothing contained herein is, or should be construed as, individualized investment, legal, tax, accounting, or other professional advice, and it is not an offer to buy or sell—or a solicitation of an offer to buy or sell—any securities, financial instruments, or other investments. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results; historical returns, expected returns, or projections may not reflect actual future performance. Before making any financial decisions, you should conduct your own due diligence and consult a qualified professional who understands your specific situation, objectives, and risk tolerance. UHNWC, its hosts, guests, and associated entities expressly disclaim all liability for any direct or indirect loss or damage incurred by any person who relies on the information presented.

Shawn Ballinger (https://www.linkedin.com/in/shawn-ballinger-cfp%C2%AE-30834513/) is the Founder of Columbus Street Financial Planning, an Ohio-based, fee-only RIA overseeing $100 M in assets. After two decades advising high-net-worth families, Shawn launched his own firm in 2019 to prove that comprehensive wealth management shouldn't cost 1 % of a client's portfolio.A U.S. Army National Guard veteran and past President of the FPA of Central Ohio, Shawn now serves 75+ households on a complexity-based flat fee—delivering full-spectrum planning without the sticker shock.In this episode, Chris and Shawn discuss:Scaling from zero clients to $100 M AUM in five years on a flat-fee modelPricing tiers by complexity—and knowing when to raise feesOrganic growth through COIs, Kiwanis service, and community outreachWhy 50 % of great advising is client educationWhen a solo advisor should hire an intern, paraplanner, or full-time staffConnect with Shawn:LinkedIn: https://www.linkedin.com/in/shawn-ballinger-cfp%C2%AE-30834513/Website: https://columbusstreetfin.com/Email: shawn@columbusstreetfin.comMaximize 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 general information purposes only. It is not an offer to buy or sell any securities or investments. Investing involves risk of loss. Discuss all decisions with a qualified advisor, considering your 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 Moran (https://www.brianmoran.com/) is the CEO and co-founder of SamCart, a company that provides training products and tools to business owners looking to use facebook to grow their business or brand. Prior to founding SamCart, Moran was the CEO and founder of Get 10,000 Fans, a company that provided training products and tools to business owners looking to use facebook to grow their business or brand. Before Get 10,000 Fans, Moran was the CEO and founder of Train Baseball, a company that trained baseball players and coaches how to play the game of baseball better.In this episode, Chris and Brian discuss:1. Bringing Fortune 500 Power to Everyday Entrepreneurs2. Ditching Annual Goals for Weekly Wins3. What Entrepreneurs Get Wrong About Productivity4. Why Vision Matters More Than StrategyLinkedIn: https://www.linkedin.com/in/brian-moran-13836115/ Website (company): https://www.samcart.com/               (personal): https://www.brianmoran.com/ Facebook: https://www.facebook.com/followbrian/ Instagram: https://www.instagram.com/brianmoran13/ X: https://x.com/realbrianmoran TikTok: https://www.tiktok.com/@samcartfounder YouTube: https://www.youtube.com/@BrianMoranSC Podcast: https://open.spotify.com/show/2sYCLoGePAGp0etV2OtI8FMaximize 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.

Scott Franklin (https://www.linkedin.com/in/scott-franklin-7a653b19/) is the Founder & CEO of Lumos Solar, a Colorado firm turning carports, canopies, and facades into high-performance solar generators. A former professional rock climber, Scott now applies the same grit to building architectural solar that looks as good as it performs—powering brands like Porsche while keeping cars and people shaded.In this episode, Chris and Scott cover:How overhead solar carports can meet 100 % of U.S. power demandWhy aesthetics—not tech—are the real barrier to solar adoptionThe business math that makes shade, energy, and EV charging a triple winModular “solar-as-building-material” solutions for architects and ownersConnect with Scott & Lumos Solar:Website: https://lumossolar.comLinkedIn: https://www.linkedin.com/in/scott-franklin-7a653b19/X: https://x.com/scottfranklinMaximize 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 general information only. It is not an offer to buy or sell securities. Investing involves risk of loss. Always consult a qualified advisor before making financial decisions.

David Snider (https://www.linkedin.com/in/sniderdavida/) is the Founder & CEO of Harness Wealth, a platform that pairs modern tax software with a curated marketplace of elite CPAs, financial advisors, and trust-and-estate professionals. After stints at Bain Capital and Compass—where he helped raise $300 M and reach a $1.8 B valuation—David set out to fix the fragmented tax experience for equity owners and growing businesses.In this episode, Chris and David cover:Why most founders miss huge tax-planning opportunities—and how Harness closes the gapThe tech stack that lets CPAs spend less time chasing documents and more time advisingHarness's marketplace model: matching clients to vetted specialists without big-firm markupsLessons from Bain & Compass on scaling trust-based advisory businessesConnect with David & Harness Wealth:Website: https://www.harness.coLinkedIn: https://www.linkedin.com/in/sniderdavida/X: https://x.com/davidsniderhwMaximize 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 for general information purposes only. This content is not intended to be and should not be construed as an offer to buy or sell any securities or other investments. Investing involves risk, including the possible loss of principal. Investors should be prepared to bear potential losses and should carefully consider their own investment objectives, risk tolerance, financial situation, and needs before making any investment decision. Past performance is not indicative of future results. Always consult with a qualified financial, legal, or tax professional before implementing any strategy discussed herein.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Adrian G. Davies (https://www.linkedin.com/in/adriandavies1/) is the President and Portfolio Manager at Woodstock Corporation—In addition to providing portfolio management and financial consulting services for individual clients, Adrian G. Davies is the firm's Chief Investment Officer and Chief Operations Officer. He also has analytical responsibilities for covering technology and business services stocks and directs the firm's information technology strategy.In this episode, Chris and Adrian discuss:1. Why Most People Ignore Portfolio Managers—Until They Don't2. Building Lasting Client Relationships in Wealth Management3. Navigating Market Cycles4. Word-of-Mouth GrowthLinkedIn: https://www.linkedin.com/in/adriandavies1/Website: https://www.woodstockcorp.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. 

Jerry Luftman, Ph.D. (https://www.linkedin.com/in/luftman/) is Founder & Managing Director of the Global Institute for IT Management. After 22 years at IBM—culminating as CIO—he built one of the world's largest Information Systems programs at Stevens Institute of Technology, then launched GIIM to close the leadership gap between fast-moving tech and slower-moving organizations. His Strategic Alignment Maturity Model is used by one-third of Global 1000 firms, and his annual IT-trends study is an industry benchmark.In this episode, Chris and Jerry cover:Why AI & blockchain projects stall—and the fixes that workThe four leadership skills every technologist needs in 2025Co-branding executive programs with universities and enterprisesUsing the Strategic Alignment Maturity Model to measure digital readinessConnect with Jerry:LinkedIn: https://www.linkedin.com/in/luftman/Website: https://www.globaliim.comBooks: https://www.amazon.com/Competing-Information-Age-Align-Sand-ebook/dp/B0054WBO3G?ref_=ast_author_mpbMaximize 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 general information only. It is not an offer to buy or sell securities. Investing involves risk of loss. Consult a qualified advisor before making decisions.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  For over 20 years, Robert Schultz (https://www.robschultzwealth.com/) has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician's unique and growing practice. He is a Certified Financial Planner currently connected with Artisan Capital Partners, formerly NWF Advisory.In this episode, Chris and Robert discuss:1. Helping Clients Manage Saving vs. Spending Conflicts2. Growing Your Practice Through Educational Seminars3. Working with Negative Net Worth Clients4. How to Help Your Clients Transition from Debt to WealthLinkedIn: https://www.linkedin.com/in/rob-schultz-cfp%C2%AE-cdfa%C2%AE-9315513a/ Website: https://www.robschultzwealth.com/        https://www.artisancap.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. 

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.