Ultra High Net Worth Clients with Chris Brodhead – Details, episodes & analysis
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Ultra High Net Worth Clients with Chris Brodhead
Chris Brodhead
Frequency: 1 episode/6d. Total Eps: 87
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#95 From Banking to Boutique: Sam Kaplowitz's Financial Advising Story | VP & Investment Advisor | Breachway Investments
jeudi 2 janvier 2025 • Duration 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
Episode 94
lundi 23 décembre 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
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
Episode 87
vendredi 29 novembre 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/
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
Episode 86
mardi 26 novembre 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
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
Episode 82
lundi 25 novembre 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
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
Episode 81
mardi 19 novembre 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
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
Episode 74
jeudi 14 novembre 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.
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
Episode 64
mercredi 13 novembre 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.
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
Episode 78
lundi 11 novembre 2024 • Duration 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
vendredi 8 novembre 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:
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.
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