Welcome to the Ultra High Net Worth Clients Podcast where Chris Brodhead interviews the most successful financial advisors and business owners in the world to hear exactly how they maximized their marketing, amplified their Assets Under Management, and CLOSED their ultra high net worth clients!
I've been helping financial advisors and business owners to find more clients using cutting edge and wildly effective marketing strategies since 2012!
If you are a financial advisor or business owner looking to grow your business this is the podcast for you!
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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.
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.
#94 Serving Clients Beyond Local Markets w/ Chad Hufford, Financial Planner/Owner, Veritas Wealth Management
Épisode 94
lundi 23 décembre 2024 • Durée 45:24
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
#93 The Beauty of The Fiduciary w/ Ashlea Jones, Financial Advisor, Prime Capital Financial
Épisode 93
lundi 23 décembre 2024 • Durée 34:30
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
#90 When Education Meets Finance w/ Maggie Koosa, CEO & Financial Planning Advisor, The Alchemists
Épisode 90
mardi 17 décembre 2024 • Durée 53:36
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
#91 The 10-Year Blueprint to $260M AUM w/ Cory Sims, Founder & RIA, Sims Investment Management, LLC
Épisode 91
jeudi 12 décembre 2024 • Durée 43:56
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
#89 Avoid Outliving Your Money: A Revolutionary Approach w/ Chris Miles, Founder, Money Ripples
Épisode 89
mercredi 11 décembre 2024 • Durée 47:54
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?
#88 Understanding The 'Worried Well' w/ Bryan Montemurro, Certified Financial Planner™, Two West Advisors │ GoalPath Solutions, LLC
Épisode 88
mardi 10 décembre 2024 • Durée 42:30
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
#83 Breaking Money Taboos: The Path to Financial Confidence w/ Amy Spandau, Founder, Ablaze Financial, Inc.
Épisode 83
lundi 9 décembre 2024 • Durée 47:05
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
Maximize your marketing, close more clients, and amplify your AUM by following us on:
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#84 From Elite Athlete to Financial Advisor w/ Larry Sidney, Holistic Wealth Advisor, Palisade Investments, LLC
Épisode 84
mercredi 4 décembre 2024 • Durée 50:41
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
#85 The Rise of Relational Advising w/ Ann Austin, Financial Advisor, Raymond James
Épisode 85
lundi 2 décembre 2024 • Durée 29:36
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.
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.
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.
Maximize your marketing, close more clients, and amplify your AUM by following us on:
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.
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.
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.
Maximize your marketing, close more clients, and amplify your AUM by following us on:
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.
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.
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.
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.
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