Explorez tous les épisodes du podcast Ultra High Net Worth Clients with Chris Brodhead
| Titre | Date | Durée | |
|---|---|---|---|
| #95 From Banking to Boutique: Sam Kaplowitz's Financial Advising Story | VP & Investment Advisor | Breachway Investments | 02 Jan 2025 | 00:50:04 | |
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 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. | |||
| #94 Serving Clients Beyond Local Markets w/ Chad Hufford, Financial Planner/Owner, Veritas Wealth Management | 23 Dec 2024 | 00:45:24 | |
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 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. | |||
| #87 Mastering the Art of Advisory w/ Mark Scribner, MD, Partner & Wealth Advisor, Carson Wealth | 29 Nov 2024 | 00:43:44 | |
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 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. | |||
| #86 Turning Your Website into a Client-Generating Machine w/ Robb Fahrion, Partner & Co-Founder, Flying V Group | 26 Nov 2024 | 00:44:08 | |
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: 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. | |||
| #82 Challenges of Scaling as an Independent Financial Advisor w/ Alonso Rodriguez Segarra, CEO & Hourly Financial Planner, Advise-Financial | 25 Nov 2024 | 00:46:16 | |
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. | |||
| #81 Building a Top-Tier Financial Practice w/ Tim Henry, Private Wealth Advisor, The Henry Group | 19 Nov 2024 | 00:34:20 | |
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 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. | |||
| #74 Insights from a Billion-Dollar Advisor w/ Trey Smith, Senior MD & Financial Advisor, Truist | 14 Nov 2024 | 00:46:13 | |
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/ 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 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. | |||
| #64 Gamified Security: Protecting High Net Worth Families w/ Bill Roth, Co-Founder & CEO. HardTarget | 13 Nov 2024 | 00:54:06 | |
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. | |||
| #78 Strategic Client Segmentation w/ Gregory McLaughlin, Financial Planner, Centinel Financial Group, LLC | 11 Nov 2024 | 00:32:53 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Since 1999, clients have chosen to work with Greg McLaughlin (http://www.gregorymclaughlin.com) because he is a caring and dedicated professional who focuses on building significant relationships based on trust. Greg and his team have crafted a unique four step planning process to assist clients as they prepare for the psychological shift that occurs during retirement. The goal is for clients to look at their financial picture through a 360 degree lens while balancing two very important concepts; emotions and finance. In this episode, Chris and Greg discuss: 1. Expanding Your Network Through Sports, Schools, and More 2. The Power of Asking the Right Questions 3. Why Your Energy Level Matters in Client Communication 4. How Emotional Intelligence and Empathy Build Client Loyalty LinkedIn: linkedin.com/in/greg-mclaughlin-ms-cfp®-bfa-™-aif®-3386174 Website: https://www.livingwellteamcfg.com/ https://www.centinelfinancialgroup.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. | |||
| #80 Imagine The Client is Your Mom: A Guide to Compassionate Service w/ Michael E. Holden | 08 Nov 2024 | 00:51:15 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Michael E. Holden (https://www.linkedin.com/in/michael-holden-mba/) is a former Fortune 500 financial executive, and the author of Amazon's new release, 'The Authenticity Deficit.' Michael shares his journey, the critical issues of authenticity in wealth management, and how financial advisors and clients can benefit from his findings. Discover the real challenges and opportunities in providing genuine quality care in the financial industry. In this episode, Chris and Michael discuss: 1. The Authenticity Deficit in Wealth Management 2. The Concept of Authenticity Quotient (AQ) 3. Challenges in Maintaining Quality of Care 4. The Dangers of Inauthenticity LinkedIn: https://www.linkedin.com/in/michael-holden-mba/ Company LinkedIn: https://www.linkedin.com/company/wood-asset-management-llc/ Book: https://www.amazon.com/Authenticity-Deficit-Financial-Advisors-Relevant/dp/B0D9R9F9V4 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. | |||
| #77 Insights into Financial Advisory Success w/ Hunter Muse, Private Advisor, Ameriprise Financial | 05 Nov 2024 | 00:42:01 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Hunter Muse (https://www.linkedin.com/in/huntermuse/), a private wealth advisor in Raleigh, North Carolina with 22 years of experience, shares his journey from starting out in 2002 to managing $400M in assets. Learn the importance of being a fiduciary, the impact of an economics background, and strategies for business owners considering a sale. Hunter also shares the benefits of exercise, goal setting, and supporting clients in achieving their financial goals. In this episode, Chris and Hunter discuss: 1. The Grind: Building a Client Base 2. The Costco Strategy and Client Growth 3. The Impact of an Economics Master's Degree 4. Advice for Business Owners and Advisors LinkedIn: https://www.linkedin.com/in/huntermuse/ Website: https://www.ameripriseadvisors.com/edward.muse/ LinkedIn: 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/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast 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. | |||
| #73 Transitioning From The Military To Finance w/ Eric Van Ness, Financial Advisor, Waddell & Reed | 01 Nov 2024 | 00:32:23 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Eric Van Ness (https://evanness.wradvisors.com/) is a financial advisor at Waddell & Reed. In Today's episode, he discusses his fascinating journey from military service to financial advising. Eric shares insights on balancing college and military training, embarking on a financial advisory career, and cultivating client relationships through strategic networking. In this episode, Chris and Eric discuss: 1. Optimizing Your Solo Practice 2. Continuous Learning and Recommended Books 3. Maintaining a Work-Life Balance 4. Future Plans & Goals LinkedIn: https://www.linkedin.com/in/eric-van-ness-mba-cfp%C2%AE-5b756241/ Website: https://evanness.wradvisors.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. | |||
| #93 The Beauty of The Fiduciary w/ Ashlea Jones, Financial Advisor, Prime Capital Financial | 23 Dec 2024 | 00:34:30 | |
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 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. | |||
| #62 A Visual Approach to Financial Advice w/ H. Adam Holt, CEO & Founder, Asset-Map | 22 Oct 2024 | 00:37:00 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ H. Adam Holt, is the founder and CEO of Asset-Map. Adam discusses his innovative approach to financial advising, which uses visual tools to accelerate and enhance client conversations, leading to significant business growth. Discover Adam's journey from a life insurance agent to a tech company founder, his insights on effective client engagement, and the influential role of mentorship in his career. In this episode, Chris and Adam discuss: 1. The Birth of Asset-Map 2. Challenges and Successes in Building AssetMap 3. The Importance of Mentorship and Coaching 4. Balancing Fatherhood and Leadership LinkedIn: https://www.linkedin.com/in/hadamholt/ Website: https://www.asset-map.com/ Podcast: https://rethinkfinancialadvisorpodcast.blubrry.net/ 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. | |||
| #72 Crisis Management Lessons from High-Stakes Leadership w/ Ron Sachs, CEO & Founder, Sachs Media Group | 15 Oct 2024 | 00:45:42 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Ron Sachs (https://sachsmedia.com/) is the CEO and Founder of Sachs Media Group. Sachs Media is the go-to strategic communications partner for organizations with high-stakes challenges. Ron is a veteran communicator, message master, smartest strategist, and level headed in a crisis. In this episode, Chris and Ron discuss: 1. Why Financial Advisors Should Educate, Not Just Advise 2. Winning Client Trust 3. Using Service to Build Stronger Client Relationships 4. How Effective Communication Gives Financial Advisors a Competitive Edge LinkedIn: https://www.linkedin.com/in/ronsachs/ Company LinkedIn: https://www.linkedin.com/company/sachs-media-group/ Website: https://sachsmedia.com/ Twitter: https://x.com/ronsachsfla?lang=en Instagram: https://www.instagram.com/sachsmediagrp/ 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. | |||
| #71 Formulas For Attracting Top-Tier Talent w/ Robert Royer, Founder & President, Building Brands Marketing | 14 Oct 2024 | 00:35:13 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Robert Royer (https://buildingbrandsmarketing.com/) is the Founder/President of Building Brands Marketing, a local marketing consulting agency in downtown Victoria, TX. For over 15 years, Royer has worked in leadership positions for companies across South Texas, excelling in marketing and sales. Royer founded the firm in 2018, utilizing his industry knowledge and personal customer service values to create marketing strategies for small—to medium-sized businesses. In this episode, Chris and Robert discuss: 1. The Why Behind Sustainable Business Growth 2. Core Values and Client Retention 3. Expanding in Niche Markets 4. Using Personal Setbacks as Catalysts for Business Growth LinkedIn: https://www.linkedin.com/in/robertproyer/ Company LinkedIn: https://www.linkedin.com/company/building-brands-marketing/ Website: https://buildingbrandsmarketing.com/ Facebook: https://web.facebook.com/robert.royer.1000/?_rdc=1&_rdr Instagram: https://www.instagram.com/buildingbrandsmarketing/ Twitter: https://x.com/buildingbrands6?lang=en 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. | |||
| #70 Innovation in Modern Entrepreneurship w/ Vikas Khorana & Ryan Christiansen, Ntooitive Digital | 08 Oct 2024 | 00:49:47 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Ryan Christiansen and Vikas Khorana, co-founders of Intuitive Digital. The duo shares their journey from founding Intuitive, their approach to navigating the digital landscape, and how they leverage technology to serve their clients. They discuss the importance of partnership, family support, and evolving with the industry's rapid changes. Learn about their business philosophy, unique service offerings, and the role of AI in their operations, which aims to foster growth and innovation. In this episode, Chris, Ryan and Vikas discuss: 1. Building a Successful Partnership 2. Ideal Clients and Business Philosophy 3. Exciting Industry Developments 4. Future Goals and Vision Company LinkedIn: https://www.linkedin.com/company/ntooitive/ Website: https://www.ntooitive.com/ Vikas: https://www.linkedin.com/in/vikas-khorana-87799920/ Ryan: https://www.linkedin.com/in/ryan-christiansen-a794564 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. | |||
| #69 Building A New Era in Finance w/ Connor Emma, Founder, BOOP | 08 Oct 2024 | 00:40:40 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Connor Emma, is the CEO & Founder of BOOP. At 29, Connor has established himself in the tech and crypto space, discussing his career path from working at Coinbase to starting a tech venture and crypto investment fund. He shares insights on DeFi and its potential to democratize financial access, as well as his latest project, BOOP—a platform aimed at simplifying international money transfers using stablecoins. Tune in to explore Connor's thoughts on the future of finance and his vision for a more inclusive digital economy. In this episode, Chris and Connor discuss: 1. The Journey to Coinbase and Crypto 2. Leaving Coinbase and Starting Boop 3. The Future of Crypto and Financial Systems 4. Connor's Future Plans and Closing Remarks LinkedIn: https://www.linkedin.com/in/connoremma/ Website: https://www.tryboop.com/ https://rcsv.xyz/ Twitter: https://x.com/tryboop 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 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. | |||
| #68 The Importance of Emotional Intelligence in M&A w/ Dan Khabie, Co-founder & General Partner, CourtAvenue | 08 Oct 2024 | 00:53:45 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Dan Khabie (https://courtavenue.com/) is a Co-Founder and General Partner of CourtAvenue. He launched his career in business transformation in 1997 with the creation of Digitaria, an award-winning digital media agency with a roster of clients that included Dreamworks, ESPN, the NFL, and Qualcomm, among others. Dan’s oversight includes all of CourtAvenue’s client relationships, as well as identifying new business acquisitions. In this episode, Chris and Dan discuss: 1. Guiding Entrepreneurs Through the Exit 2. Evaluating Acquisitions Through People 3. Rebuilding After Corporate Leadership 4. When Saying 'No' Becomes a Skill LinkedIn: https://www.linkedin.com/in/khabie/ Company LinkedIn: https://www.linkedin.com/company/courtavenue/ Website: https://courtavenue.com/ Twitter: https://x.com/khabie Article: https://sandiegomagazine.com/everything-sd/courtavenue-digital-agency-san-diego/ 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. | |||
| #67 The Influential Power of Influencer Marketing w/ Ryan Davis, Co-founder & COO, People First | 07 Oct 2024 | 00:39:47 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Ryan Davis (https://peoplefirst.cc/) is the Chief Operating Officer and Co-Founder of People First, a precision creator marketing agency. He is a creative executive with over two decades of experience in advising and executing strategies for brands, agencies, startups, nonprofits, and political campaigns. He specializes in marketing, digital strategy, business development, partnerships, influencer marketing, and thought leadership. In this episode, Chris and Ryan discuss: 1. The Power of Client Stories 2. Shifting to Influencer Marketing 3. Maximizing Referral Marketing 4. The Ins and Outs of Political Marketing and Campaigns LinkedIn: https://www.linkedin.com/in/ryannewyork/ Website: https://peoplefirst.cc/ Linktr.ee: https://linktr.ee/ryannewyork Instagram: https://www.instagram.com/RyanNewYork/ Twitter: https://x.com/RyanNewYork?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Facebook: https://web.facebook.com/RyanJDavis/?_rdc=1&_rdr 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. | |||
| #66 Linking with Clients Using The Power of LinkedIn w/ Liudmila Kiseleva, Founder & CEO, Rampiq | 01 Oct 2024 | 00:32:55 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Liudmila Kiseleva (https://rampiq.agency/) is a dynamic online marketing professional with over 15 years of experience, renowned for her insatiable appetite for knowledge and challenge in the B2B SaaS and IT sectors. As the CEO and Founder of Rampiq, a leading digital marketing agency, Liudmila is a serial female entrepreneur and a relentless growth driver, leading a team of over 20 talented professionals. In this episode, Chris and Luidmila discuss: 1. How to Tap into High Net Worth Client Markets 2. Leveraging LinkedIn for Business Growth 3. The Role of Digital Marketing in Reaching High Net Worth Individuals 4. The Power of Client Referrals LinkedIn: https://www.linkedin.com/in/lkiseleva/ Website: https://rampiq.agency/ 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. | |||
| #65 The Power of Niche Marketing w/ Chris Dreyer, CEO & Founder, Rankings.io | 30 Sep 2024 | 00:31:43 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Chris Dreyer (https://www.linkedin.com/in/chrisdreyerco/) is the CEO and Founder of Rankings.io, a premier SEO agency dedicated to helping elite law firms and personal injury lawyers achieve top rankings on Google. With over a decade of experience, Chris has led his team to deliver exceptional results for hundreds of clients nationwide. Under his leadership, Rankings.io has garnered multiple awards, including the Inc. 5000 list, the UpCity Excellence Award, and the St. Louis Titan 100. In this episode, Chris Brodhead and Chris Dreyer discuss: 1. How Digital Marketing Can Attract High Net Worth Clients 2. Leveraging SEO to Serve High-End Clients 3. How to Thrive in Competitive Markets 4. Maximizing Client Relationships Through LinkedIn and Social Proof LinkedIn: https://www.linkedin.com/in/chrisdreyerco/ Company LinkedIn: https://www.linkedin.com/company/rankingsio/ Website: https://rankings.io/ Twitter: https://x.com/chrisdreyercoFacebook: https://web.facebook.com/chrisdreyerco/?_rdc=1&_rdr Instagram: https://www.instagram.com/chrisdreyerco/?hl=en Books: https://www.amazon.com/stores/author/B008AZZ4F8 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. | |||
| #63 The Road to Million Dollar Agencies w/ Karen Hite, CEO & Co-founder, Committed Mastermind │ Hite Digital │ Digital Agency Hacker | 23 Sep 2024 | 00:35:15 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Karen Hite (https://thehites.com/) and his husband, JC, are passionate about helping agency owners scale their businesses and lead them to success. She is the CEO of the Committed Mastermind and co-founded Hite Digital with her husband, JC. Hite Digital is a Digital Marketing Agency focused on serving both their teammates and clients. They believe in empowering businesses by delivering effective digital marketing solutions through PPC, SEO, Web Services, and FB Ads, all while creating one of the best places to work in America. In this episode, Chris and Karen discuss: 1. The Secret to White Label Success 2. Finding Your Business's 'Number Two 3. Scaling Without Sacrificing Quality 4. Creating Repeatable Processes to Sustain Agency Growth LinkedIn: https://www.linkedin.com/in/karen-hite-43909336/ Website: https://thehites.com/ https://mastermind.digitalagencyhacker.com/ https://committedmastermind.com/ Facebook: https://web.facebook.com/thekarenhite/?_rdc=1&_rdr Instagram: https://www.instagram.com/thekarenhite/ YouTube: https://www.youtube.com/@KarenHite_ Book: https://www.amazon.com/Digital-Agency-Hacker-Forget-Tactical/dp/B0BR9CB2J6 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. | |||
| #90 When Education Meets Finance w/ Maggie Koosa, CEO & Financial Planning Advisor, The Alchemists | 17 Dec 2024 | 00:53:36 | |
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 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/ 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 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. | |||
| #59 Achieving Financial Excellence w/ Arthur Meconi, Wealth Advisor, Ameriprise Financial Services | 19 Sep 2024 | 00:48:30 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Arthur J. Meconi III is a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, bringing over 20 years of experience to the table. Art delves into his unexpected journey into financial advisory, the role his wife plays in their successful practice, and the importance of building strong client relationships. Learn about his strategies for acquiring other firms, creating a concierge service model, and setting long-term business goals. In this episode, Chris and Art discuss: 1. The Role of Family in Business 2. Building and Growing the Practice 3. Acquiring Other Practices 4. Future Goals and Client Experience LinkedIn: https://www.linkedin.com/in/artmeconi/ Website: https://www.ameripriseadvisors.com/arthur.j.meconi-iii/ Facebook: https://www.facebook.com/ArthurJMeconi 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. | |||
| #61 How to Build a Sellable Business from Scratch w/ Tommy Joiner, Coach & Consultant, Service Business Ballers | 17 Sep 2024 | 00:41:44 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Tommy Joiner (https://www.linkedin.com/in/joinertommy/) is the Founder, coach, and consultant at Service Business Ballers, a no-BS, A-Z, hands-on consultancy that helps digital service homies work less and earn more. Tommy is a seasoned entrepreneur with over 7 years of experience and more than a decade in sales and marketing. In April 2019, he successfully sold his first business, a content writing service, and is currently an investor and advisor to two other online service-based businesses. In this episode, Chris and Tommy discuss: 1. Pricing Strategies that Unlock Exponential Growth 2. From $2K to $50K Monthly 3. The Path from Freelancing to a Sellable Business Asset 4. Productizing Your Service LinkedIn: https://www.linkedin.com/in/joinertommy/ Website: https://www.servicebusinessballers.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. | |||
| #60 Breaking the Hustle Myth w/ Ophir Gadot, Co-Founder, Furlough | 16 Sep 2024 | 00:40:27 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Ophir Gadot (https://furlough.com/) a 40-year-old father of two, is a seasoned entrepreneur with a diverse portfolio of achievements and is the Co-Founder of Furlough. He has founded four startups and two marketing agencies, one in Israel and one in the US. With 14 years of experience, Ophir has been actively involved in advising and collaborating with both his startups and third-party ventures, as well as e-commerce businesses. His expertise spans entrepreneurship, marketing, business development, and strategic relationships. In this episode, Chris and Ophir discuss: 1. Bootstrapping vs. Raising Capital 2. How to Avoid Becoming a Slave to Your Business 3. How to Turn Your Idea Into a Profitable Business 4. The Art of Partnering LinkedIn: https://www.linkedin.com/in/ophir-gadot/ Website: https://furlough.com/ Twitter: https://x.com/ophirga 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. | |||
| #58 The Marketing Playbook for Success w/ Courtney Kehl, CEO & Founder, Expert Marketing Advisors | 10 Sep 2024 | 00:40:16 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Courtney Kehl (https://www.expertmarketingadvisors.com/) is a passionate marketing leader with over 15 years of experience in demand generation. With a background that spans high-growth startups, public enterprises, and mature companies, Courtney has played a pivotal role in transforming seed round startups into thriving businesses. Now, as an agency owner, she continues to leverage her expertise to build successful companies that scale profitably and, in some cases, through acquisition. In this episode, Chris and Courtney discuss: 1. Scaling the Marketing Mountain: How Wearing Multiple Hats Prepares You 2. Mastering Client Retention 3. Surviving Mergers & Acquisitions 4. Retainer vs. Project-Based Work LinkedIn: https://www.linkedin.com/in/courtneykehl/ LinkedIn Company: https://www.linkedin.com/company/expert-marketing-advisors/ Website: https://www.expertmarketingadvisors.com/ Twitter: https://x.com/courtneykehl1?lang=en 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. | |||
| #57 Adapting to Industry Shifts: Surviving Disruption w/ Bill Rice, Chief Revenue Officer, Kaleidico | 09 Sep 2024 | 00:51:34 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Bill Rice (https://kaleidico.com/) is a seasoned entrepreneur, executive, and investor with over 20 years of experience in the online lead generation and consumer experience industry. With a proven track record of creating, growing, and selling innovative companies and platforms, Bill has established himself as a leader in his field. Currently, he is the Founder and Chief Revenue Officer of Kaleidico, a digital marketing agency that specializes in helping mortgage lenders and law firms develop effective lead-generation strategies. In this episode, Chris and Bill discuss: 1. Why Your Startup Name Doesn't Need to Be Perfect 2. Why Agencies Need to Focus on Results, Not Just Pretty Pictures 3. Lessons Learned from the Mortgage Meltdown 4. Leveraging Crises for Growth LinkedIn: https://www.linkedin.com/in/billrice/ Website: https://billricestrategy.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. | |||
| #56 Creating a Culture of Innovation w/ Scott Carlson, Founder & CCO, Van's General Store | 05 Sep 2024 | 00:47:49 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Scott Carlson (https://vgsny.com/) is the Founder and Chief Creative Officer at Van's General Store, a creative collective and modern agency that brings together best-in-class creatives and strategists to produce exceptional advertising, brand content, films, and high-quality narratives for brands. At Van's General Store, Scott and his team specialize in crafting master narratives through giant story arcs, developed meticulously over time to generate significant impact and momentum for their clients. In this episode, Chris and Scott discuss: 1. Reinventing Brand Solutions: Embracing a Maker's Culture 2. The Role of Storytelling in Branding 3. Why Creative Freedom Leads to Business Success 4. How to Keep Your Brand Relevant in a Shifting Market LinkedIn: https://www.linkedin.com/in/scott-carlson-70994918/ Company LinkedIn: https://www.linkedin.com/company/van's-general-store/ Website: https://vgsny.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. | |||
| #55 Finding the Opportunities in Chaos w/ Max Levy, Founder, RenteR | 04 Sep 2024 | 00:43:44 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Maxwell J. Levy is the innovative founder behind RenteR, a cutting-edge, automated consumer-facing application designed to offer a white-glove customer service experience for those seeking luxury apartments. Max discusses his early career, the inspiration behind leaving the corporate world, and the creation of his consulting business. He also introduced 'RenteR,' a service that helps renters find apartments and work towards homeownership. In this episode, Chris and Max discuss: 1. Leaving Corporate Life 2. Building a Consulting Business 3. The Birth of Apartment Hacking 4. Future Goals and Personal Philosophy LinkedIn: https://www.linkedin.com/in/maxwell-j-levy-5b88784a/ Website: https://renter.digital/ Instagram: https://www.instagram.com/maxlevy_vii/ 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. | |||
| #54 Innovate, Automate, and Outsource: Growing Your Financial Advisory Business w/ Donald Morgan, Financial Consultant, Independent Wealth Connections | 02 Sep 2024 | 00:34:13 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Join host Chris Brodhead, MBA, on the "Ultra High Net Worth Clients Podcast" as he sits down with financial advisor Don Morgan. In this episode, Morgan shares his journey from corporate finance to founding Independent Wealth Connections. He offers valuable insights on strategic planning, innovation, and the importance of client fit in building a successful financial advisory practice. Tune in to learn how Morgan navigated challenges, embraced automation, and prepared for crises—all while maintaining a client-first approach. Perfect for advisors looking to elevate their practice. In this episode, Chris and Donald discuss: 1. From Free to Fee: Maximizing Client Interaction 2. From Wirehouse to Independence 3. The Importance of a Crisis Management Plan 4. Manage a Financial Planning Practice Like a Business LinkedIn: https://www.linkedin.com/in/donaldmorgan/ Company LinkedIn: https://www.linkedin.com/company/independent-wealth-connections/ Website: https://www.independentwealthconnections.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. | |||
| #52 Reshaping Finances With Heart and Determination w/ Guy Leman, Owner & CFP, Compass Financial | 26 Aug 2024 | 00:47:46 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Guy Leman is a founder and CFP at Compass Financial Services. Guy shares his journey from a corporate ladder climber to a trusted financial advisor, influenced by personal family experiences. He discusses the core values and unique approach of Compass Financial, emphasizing the importance of independent advice, team ownership, and building a culture based on valuing personhood and excellence in listening. In this episode, Chris and Guy discuss: 1- Client Success Stories 2- Importance of Planning and Succession in Business 3- How Genuine Care and Integrity Drive Growth 4- Growing a Practice While Staying True to Foundational Values. LinkedIn: https://www.linkedin.com/in/guyleman/ Website: https://www.compassiowa.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 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. | |||
| #53 Deep Diving into Deep Tech Content Marketing w/ Meg Scarborough, Founder & CEO, Megawatt | 19 Aug 2024 | 00:47:11 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ After working as an in-house and agency marketer, Meg Scarborough (https://megawattcontent.com/) founded Megawatt Content Marketing in 2015. She has over 9 years of experience in marketing. Meg specializes in content strategy and execution and particularly enjoys developing brand messaging and helping clients tell their stories through case studies and long-form content. In this episode, Chris and Meg discuss: 1. How Generative AI is Reshaping SEO Strategies 2. Navigating Niche Markets 3. Balancing Innovation and Marketing in Deep Tech 4. The Intersection of Tech and Content LinkedIn: https://www.linkedin.com/in/meganscarborough/ Website: https://megawattcontent.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. | |||
| #91 The 10-Year Blueprint to $260M AUM w/ Cory Sims, Founder & RIA, Sims Investment Management, LLC | 12 Dec 2024 | 00:43:56 | |
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 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 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. | |||
| #50 Navigating the $2 Trillion Supply Chain Market w/ Kara Brown, CEO & Founder, LeadCoverage | 07 Aug 2024 | 00:43:58 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Kara Smith Brown, CEO and Founder of Lead Coverage shares her journey from working at Echo Global Logistics to founding her own go-to-market consultancy specializing in supply chain and logistics. She discusses the significance of niche marketing, the importance of having a clear point of view, and the strategies that have led to her company's rapid growth to nearly $10 million in revenue. Kara also touches on her goals of achieving total freedom, both financially and personally, and offers insights on how to scale a business effectively. In this episode, Chris and Kara discuss: 1- Overcoming Challenges and Achieving Success 2- Marketing Strategies and the Path to $10 Million 3- The Power of Niches 4- Building a Comprehensive Go-To-Market Strategy LinkedIn: https://www.linkedin.com/in/karasmithbrown/ Company LinkedIn: https://www.linkedin.com/company/lead-coverage/ Website: https://leadcoverage.com/ Instagram: https://www.instagram.com/karasmithbrown/ Twitter: https://x.com/_leadcoverage 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. | |||
| #51 You're Going To Be Okay w/ Matt Miller, Principal & Wealth Advisor, Upleft | 05 Aug 2024 | 00:49:13 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Matthew Miller, is an experienced financial advisor and founder of Upleft. Matt shares his journey into the financial advisory world, the heartfelt story of helping his mother after his father's passing, and the invaluable lessons he's learned along the way. Matt and Chris explore the importance of personal connections with clients, strategies for balancing emotional and financial needs, and the benefits of the RIA business model. In this episode, Chris and Matt discuss: 1- The Emotional Impact of Financial Advising 2- The Importance of Understanding Clients' Passions 3- Balancing Financial Security and Enjoyment 4- Building a Client-Centric Practice LinkedIn: https://www.linkedin.com/in/mattmillerinvest/ Company LinkedIn: https://www.linkedin.com/company/upleftllc/ Website: https://www.upleftfinancial.com/ Facebook: https://web.facebook.com/UpleftLLC/ 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. | |||
| #49 Navigating the Financial Seas w/ Prince Dykes, RIA, Host & Author, Royal Financial Investment Group | 25 Jul 2024 | 00:31:02 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Prince Dykes (https://www.linkedin.com/in/princedykes/), is a retired Navy Chief, Registered Investment Advisor, Host, and Author. Prince shares his unique journey into financial advising, starting from his early career on a nuclear-powered submarine to launching his own independent advisory service. He discusses how he grew his client base through word-of-mouth and social media, particularly leveraging platforms like YouTube and Instagram. Prince also delves into building a loyal client base and using digital platforms to educate and influence. In this episode, Chris and Prince discuss: 1- The Power of Social Media in Financial Advising 2- Content Creation Strategies for Financial Advisors 3- Engaging with Clients and Building Trust 4- Focusing on a Niche Market: Military Clients Youtube: https://www.youtube.com/@Theinvestorshow/ Podcast: https://podcasts.apple.com/us/podcast/the-investor-show/ LinkedIn: https://www.linkedin.com/in/princedykes/ Website: https://www.gcflf.org/ http://www.royalfinancials.com/ Facebook: https://www.facebook.com/princedykes1/ Books: https://www.lulu.com/spotlight/wesleylearnstoinvest 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 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. | |||
| #47 Inside the World of Mergers and Acquisitions w/ Willem Westra, Founder & CEO, WW Capital Group | 08 Jul 2024 | 00:47:51 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Willem Westra (https://wwcapitalgroup.com/), a successful entrepreneur in the mergers and acquisitions (M&A) space. Willem shares his journey from the marketing industry to facilitating off-market deals for top private equity firms, and eventually launching his own investment firm. Chris and Willem delve into the value of M&A and roll-up strategies, the advantages of off-market deals, and key considerations for successful acquisitions. In this episode, Chris and Willem discuss: 1- Understanding Mergers and Acquisitions 2- Valuation Multiples and Roll-Up Strategies 3- Personal Insights and Financial Advisors 4- Marketing Strategies and Innovations LinkedIn: https://www.linkedin.com/in/willem-westra-6461ab172/ Website: https://wwcapitalgroup.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. | |||
| #46 Building A Billion Dollar Portfolio w/ Rose Price, Partner, VLP Financial Advisors | 01 Jul 2024 | 00:41:08 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Rose M. Price (https://www.vlpfa.com/), is a 24-year financial advisor veteran. She discusses her path into finance, the role of empathy in client relationships, and VLP Financial Advisors' team-oriented culture. Rose also shares strategies for networking and her firm's growth goals. In this episode, Chris and Rose discuss: 1. The Importance of Client Relationships 2. Networking and Strategic Partnerships 3. Specialized CPA Strategies 4. Diverse Client Niches LinkedIn: https://www.linkedin.com/in/rose-price-cfp%C2%AE-aif%C2%AE-12b50b8/ Website: https://www.vlpfa.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. | |||
| #45 The Role of Emotional Intelligence in Financial Success w/ Amy Mullen, President, Money Quotient | 04 Jun 2024 | 00:40:44 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Amy N. Mullen (https://www.linkedin.com/in/amynmullen/) is a CFP and the President of Money Quotient, Inc. Amy shares the importance of integrating the emotional and psychological aspects of money into financial planning. She shares insights on how financial advisors can enhance client trust, satisfaction, and motivation by adopting a holistic, values-based approach. In this episode, Chris and Amy discuss: 1. Pioneering Research in Financial Behavior 2. Improving Financial Literacy 3. Growing Your Practice 4. Why Legacy Matters LinkedIn: https://www.linkedin.com/in/amynmullen/ Website: https://www.moneyquotient.com/ Twitter: https://twitter.com/amynmullen?lang=en Facebook: https://web.facebook.com/moneyquotient 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. | |||
| #44 Referral Mastery and Relationship Marketing w/ Bill Cates, Coach/Author, Referral Coach Academy | 20 May 2024 | 00:53:00 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Bill Cates, CSP, CPAE (https://referralcoach.com/ ) is the president of Referral Coach International and founder of The Cates Academy for Relationship Marketing. Bill discusses the importance of referrals, niching down, and creating a strong personal connection with clients. He emphasizes staying adaptable and the future role of AI in financial advising, sharing insights from his 30-year experience and upcoming projects. In this episode, Chris and Bill discuss: 1. Growing Financial Practices Through Relationship Marketing 2. The Importance of Niching Down 3. Leveraging Referrals 4. Adapting to Digital Advancements LinkedIn: https://www.linkedin.com/in/billcates/ Website: https://referralcoach.com/ Coaching: https://referralcoach.com/advisor-coaching/ Twitter: https://twitter.com/bill_cates?lang=en Facebook: https://www.facebook.com/ReferralCoach YouTube: https://www.youtube.com/user/ReferralCoach Blog: https://referralcoach.com/blog/ Podcast: https://podcasts.apple.com/us/podcast/top-advisor-podcast/id1565150284 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. | |||
| #38 The Evolution of a Financial Titan w/ Ron Gross, President and CEO, MGO Inc. | 13 May 2024 | 00:59:20 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Ron Gross (https://mgo-inc.com/) shares his journey from accountant to a leading figure in retirement and 401k planning. Ron discusses the evolution of his firm, OneSeven, and how he has helped clients grow their wealth over time, often from modest beginnings. He emphasizes the importance of giving back through his work and philanthropy. Ron reflects on the challenges of growing a financial advising firm, the power of networking, and his approach to client relationships. He also touches on his future plans and the importance of finding purpose beyond work. In this episode, Chris and Ron discuss: 1. Navigating Business Success with EOS 2. Leaky Tires and Growth Mindsets 3. The Impact of Giving Back 4. The Untapped Opportunity in Retirement Planning LinkedIn: https://www.linkedin.com/in/mgorongross/ Website: https://mgo-inc.com/ , https://onesevenadvisor.com/ Facebook: https://www.facebook.com/ron.gross.315/ 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 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. | |||
| #43 Wealth Management Essentials w/ David McClellan, Partner, Forum Financial Management, LP | 07 May 2024 | 00:53:33 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ David McClellan (https://www.forumfinancial.com/profile/david-mcclellan/), shares his journey from a technology and consulting background to establishing a successful financial advisory practice with Forum Financial. McClellan highlights his approach to adding value as a fiduciary, the importance of relationships, leveraging personal passions for business growth, and the shift towards virtual client engagements. In this episode, Chris and David discuss: 1. Authenticity in Advisor-Client Relationships 2. Using A Client-Centric Approach 3. Overcoming Retirement Fear 4. The Importance of Building Virtual Relationships LinkedIn: https://www.linkedin.com/in/davidmcclellan/ Website: https://www.forumfinancial.com/ Twitter: https://twitter.com/wethorn Articles: https://www.kiplinger.com/author/david-mcclellan 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. | |||
| #40 Finding Wealth in Personal Stories w/ Damon King, CFP, ChappelWood Financial Services | 26 Apr 2024 | 00:48:30 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Damon King (https://www.linkedin.com/in/millionaireadvisor/), is a certified financial planner and wealth manager at Chappelwood Financial Services. King shares his journey from struggling with credit card debt in his early twenties to becoming a successful financial advisor dedicated to helping people achieve financial security. He emphasizes the value of providing genuine help to clients and the impactful role of passion in achieving personal and professional success. The episode also touches on King's background in entertainment and its influence on his financial advising career. In this episode, Chris and Damon discuss: 1. The Journey from Passion to Success 2. Tips for New Advisors 3. The Power of Storytelling in Finance 4. Providing Value Before Seeking Returns LinkedIn: https://www.linkedin.com/in/millionaireadvisor/ Website: https://www.chappelwood.com/ Twitter: https://twitter.com/damonmking1 Facebook: https://www.facebook.com/damon.king.5439/ Radio Show: https://www.financialdiva.com/radio-show Podcast: https://hubhopper.com/podcast/its-all-about-the-money-honey/46539 https://podcasts.apple.com/us/podcast/its-all-about-the-%24money-honey/id1128500472 DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. | |||
| #89 Avoid Outliving Your Money: A Revolutionary Approach w/ Chris Miles, Founder, Money Ripples | 11 Dec 2024 | 00:47:54 | |
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? 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. | |||
| #42 The Wealth Management Playbook w/ Mathew Filik, Certified Financial Planner, Clear Focus, LLC | 22 Apr 2024 | 00:47:53 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Mattew Filik (https://www.clearfocusfinancial.com/), is a certified financial planner from Clear Focus LLC. Matt shares his journey in the financial advisory field, starting in 2009, building a team, and managing $300 million in assets. The discussion covers the importance of celebrating milestones, offering a diversified service model, and maintaining a team approach to manage client relationships and expectations. In this episode, Chris and Matt discuss: 1. Strategies for calming clients 2. Significance of the advisor-client relationship 3. Adapting to clients' evolving interest 4. The Future Shift in Wealth Management Preferences LinkedIn: https://www.linkedin.com/in/matthewfilik/ Website: https://www.clearfocusfinancial.com/ Books Mentioned: https://www.amazon.com/Unreasonable-Hospitality-Remarkable-Giving-People/dp/0593418573 Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast 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. | |||
| #41 From The Frontlines to Finance w/ Meredith Schneider, Founder, Schneider Wealth Management | 08 Apr 2024 | 00:38:59 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Meredith Schneider (https://www.schneiderwealth.com/), is the founder of Schneider Wealth Management. Meredith has been in the financial industry for 26 years and discusses her unique path from serving in the army to becoming a prominent financial advisor. She highlights her transition to independent advising, the importance of digital marketing, and offers insights for women in the finance industry. The conversation also touches on Meredith's dedication to continuous personal and professional growth. In this episode, Chris and Meredith discuss: 1. Gender Dynamics in the Army vs. Financial World 2. The Evolution of Work-Life Balance 3. The Unexpected Reach of Digital Footprints 4. Content Strategies for Advisors LinkedIn: https://www.linkedin.com/in/meredith-schneider-cfp-wealth-management/ Website: https://www.schneiderwealth.com/ Twitter: https://twitter.com/mhschneider Instagram: https://www.instagram.com/schneiderwealth DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. | |||
| #39 Translating Military Discipline into Financial Success w/ Chris Manske, President, Manske Wealth Management | 01 Apr 2024 | 00:53:28 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Chris Manske (https://manskewealth.com/), shares his journey from a military background to establishing his own successful RIA. Manske shares his experiences, emphasizing discipline learned from the military, targeting niche markets, the importance of mentorship, and strategic client and partner relationship building. Manske also shares his strategies for practice growth, highlighting a focus on distinct client demographics like consultants and athletes, along with a discussion on the trials of transitioning from a wirehouse to an independent firm and the essential philosophy of hard work and perspective. In this episode, Chris Brodhead and Chris Manske discuss: 1. Maximizing Your Networking Potential 2. The Baker's Dozen Approach To Networking 3. Choosing Your Advisory Path: Mentorship or Independence? 4. A Veteran's Perspective on Hard Work LinkedIn: https://www.linkedin.com/in/crmanske/ Website: https://manskewealth.com/ Facebook: https://www.facebook.com/ThePreparedInvestor/ Twitter: https://twitter.com/ManskeWealth Chris’s Book: https://manskewealth.com/prepared-investor-book/ Article: https://ceoworld.biz/author/christopher-manske/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast 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. | |||
| #37 From Flight to Finance: Mastering Wealth Management w/ Paul Carroll, CEO, Avion Wealth, LLC | 25 Mar 2024 | 00:44:08 | |
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Paul Carroll (https://www.avionwealth.com/) is the CEO of Avion Wealth, LLC, and a highly successful financial advisor managing over $750 million in assets. He shares insights from his early days, his time in the Air Force, his education, his disillusion with traditional finance roles, and how he eventually found his calling in creating a consultative financial advisory firm. He discusses the importance of mentorship, his firm's pivot during the 2008 recession, and how targeting C-suite executives and successful business owners with a growth mindset became the key to his success. Carroll also covers the significance of content marketing, establishing credibility, the role of professional networks like EO in business growth, and his commitment to providing value beyond traditional financial advising. In this episode, Chris and Paul discuss: 1. Understanding Multiple Markets in Wealth Management 2. Attracting C-Suite Clients 3. Facts On Entrepreneurship 4. Building Trust and Relationships with Business Owners LinkedIn: https://www.linkedin.com/in/pauljcarroll/ Website: https://www.avionwealth.com/ Twitter: https://twitter.com/AvionWealth/status/1565376475662090241 Instagram: https://www.instagram.com/avionwealth Paul Carroll’s Books: https://www.amazon.com/stores/author/B01DOLTGPG/allbooks?ingress=0&visitId=b6c4f7fb-b329-484b-b52b-05cbcbeaff74 DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. | |||