Welcome to the Ultra High Net Worth Clients Podcast where Chris Brodhead interviews the most successful financial advisors and business owners in the world to hear exactly how they maximized their marketing, amplified their Assets Under Management, and CLOSED their ultra high net worth clients!
I've been helping financial advisors and business owners to find more clients using cutting edge and wildly effective marketing strategies since 2012!
If you are a financial advisor or business owner looking to grow your business this is the podcast for you!
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Sam Kaplowitz ( https://www.linkedin.com/in/skaplowitz/ ), is the Vice President and an Investment Advisor at Breachway Investments. Sam discusses his journey from working at Wells Fargo and Merrill Lynch to founding his own independent firm. He shares valuable insights on serving high-net-worth clients, building strong client relationships, and specializing in niches like veterinarians and business owners.
In this episode, Chris and Sam discuss:
1- From Banking to Financial Advisory
2- The Impact of Going Independent
3- Finding New Clients as an Independent Advisor
4- The Importance of Personalized Service in Financial Advising.
DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
#94 Serving Clients Beyond Local Markets w/ Chad Hufford, Financial Planner/Owner, Veritas Wealth Management
Episode 94
Monday, December 23, 2024 • Duration 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
#87 Mastering the Art of Advisory w/ Mark Scribner, MD, Partner & Wealth Advisor, Carson Wealth
Episode 87
Friday, November 29, 2024 • Duration 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/
#86 Turning Your Website into a Client-Generating Machine w/ Robb Fahrion, Partner & Co-Founder, Flying V Group
Episode 86
Tuesday, November 26, 2024 • Duration 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
#82 Challenges of Scaling as an Independent Financial Advisor w/ Alonso Rodriguez Segarra, CEO & Hourly Financial Planner, Advise-Financial
Episode 82
Monday, November 25, 2024 • Duration 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
Maximize your marketing, close more clients, and amplify your AUM by following us on:
#81 Building a Top-Tier Financial Practice w/ Tim Henry, Private Wealth Advisor, The Henry Group
Episode 81
Tuesday, November 19, 2024 • Duration 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
#74 Insights from a Billion-Dollar Advisor w/ Trey Smith, Senior MD & Financial Advisor, Truist
Episode 74
Thursday, November 14, 2024 • Duration 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.
#64 Gamified Security: Protecting High Net Worth Families w/ Bill Roth, Co-Founder & CEO. HardTarget
Episode 64
Wednesday, November 13, 2024 • Duration 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.
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
Maximize your marketing, close more clients, and amplify your AUM by following us on:
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#80 Imagine The Client is Your Mom: A Guide to Compassionate Service w/ Michael E. Holden
Friday, November 8, 2024 • Duration 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:
DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
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