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Chris Brodhead

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What Are You Working Towards?
What Are You Working Towards?#150 How to Build Your Dream Business Without Selling Your Soul w/ Chris Brewer, OMG CommerceWhat does it really take to build a thriving business that reflects your values — without burning out, selling out, or losing yourself in the process?In this refreshingly honest and deeply personal conversation, Chris Brewer, co-founder of OMG Commerce, shares his journey from radio ad salesman to co-running one of the most respected performance marketing agencies in e-commerce. But beyond the growth stats and client wins lies a story of real inner work: navigating identity, family sacrifice, and the realization that sometimes success needs redefinition.We talk about what it...
2025-10-0653 minWhat Are You Working Towards?
What Are You Working Towards?#161 Building the Blueprint for Global Open Banking w/ Chris Michael, Co-CEO of Ozone APITired of clunky, outdated banking systems? Chris Michael, Co-CEO of Ozone API, helped design the UK’s original open banking standards — now copied and adapted worldwide. Today, Ozone provides banks and regulators with the infrastructure to make open banking and open finance work seamlessly, securely, and at scale.In this episode, Chris shares the journey from engineering and digital marketing to shaping global financial standards, how Ozone grew from a proof of concept into a trusted partner for 100+ institutions, and his vision for the future of open finance.📌 Topics Covered:• How the UK’s open banking framework became a global blue...
2025-08-2117 minWhat Are You Working Towards?
What Are You Working Towards?#118 Building a Business, Not Just Selling Homes w/ Hilary Saunders, Co-Founder & Chief Broker Officer, SideDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Real estate rebel Hilary Saunders (https://www.side.com/) is a co-founder of Side and serves as its Chief Broker Officer. In this role, she’s on a mission to challenge industry norms and elevate standards for the Side Community and beyond. She brings 20 years of industry experience to the table. Before starting Side, she operated a boutique real estate brokerage and a law firm specializing in real estate transactions. She holds B.A. degrees in Communications, German, and Accounting from t...
2025-06-1635 minWhat Are You Working Towards?
What Are You Working Towards?#135 How Exceptional Service Is Disrupting Legacy ISPs w/ Jai Ramachandran, Founder & CEO, Wire 3Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Jai Ramachandran (https://www.linkedin.com/in/jai-r-392b08/) is the Founder & CEO of Wire 3, a fiber-to-the-home internet provider transforming customer expectations across Florida. With 20+ years in telecom, investment banking, and wealth management, Jai is building an ISP focused on one thing legacy providers forgot: service.In this episode, Chris and Jai discuss:1. Why cable companies are losing customers by the thousands2. How to build cheaper and scale fa...
2025-06-0433 minWhat Are You Working Towards?
What Are You Working Towards?#135 How Exceptional Service Is Disrupting Legacy ISPs w/ Jai Ramachandran, Founder & CEO, Wire 3 LLCDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/Jai Ramachandran (https://www.linkedin.com/in/jai-r-392b08/) is the Founder & CEO of Wire 3, a fiber-to-the-home internet provider transforming customer expectations across Florida. With 20+ years in telecom, investment banking, and wealth management, Jai is building an ISP focused on one thing legacy providers forgot: service.In this episode, Chris and Jai discuss:Why cable companies are losing customers by the thousandsHow to build cheaper and scale faster by going in...
2025-06-0433 minWhat Are You Working Towards?
What Are You Working Towards?#125 Why Educating Clients is the Most Powerful Sales Strategy w/ Kimberly Stewart, Financial Advisor, KRS Wealth Management - Ameriprise Financial Services, LLCDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Kimberly Stewart, CFP®, CLU®, CLTC® (https://www.ameripriseadvisors.com/kimberly.r.stewart/),  is a highly experienced financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with 32 years of expertise in investment management, insurance, and women’s financial strategies. As the founder of KRS Wealth Management, Kimberly is dedicated to empowering clients with the knowledge and tools to achieve their financial goals.In this episode, Chris and Kimberly discuss:1. Planting the Right Seeds: Why Authentic Relationships Matter2. Helping Clie...
2025-05-1330 minWhat Are You Working Towards?
What Are You Working Towards?#133 Sports Agent? No, Advisor Agent! w/ Louis Diamond, President, Diamond ConsultantsDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Louis Diamond is the go-to consultant for elite financial advisors navigating transitions, entrepreneurs with their sights set on launching an independent firm, and business owners contemplating M&A opportunities. Known for his sharp business acumen and analytical mindset, Louis brings clarity to complexity, helping advisors make confident decisions that shape their futures—serving as a trusted guide to those evaluating how best to serve clients while maximizing long-term enterprise value.In this episode, Chris and Louis discuss:1. W...
2025-05-1233 minWhat Are You Working Towards?
What Are You Working Towards?#129 Redefining 'Ideal Clients' and Letting Go of the Wrong Ones w/ Nicholas Ockenga, Financial Planner, Sentinel GroupDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Nicholas Ockenga (https://www.sentinelgroup.com/) is a Financial Planner at Sentinel Group based in Wakefield, Massachusetts. Previously, Nicholas was a Senior Financial Wellness Educator at Sentinel Group and also held positions at North Shore Clothing, Salem Five, Capography. Nicholas joined Sentinel Group in 2018 as a Financial Wellness Educator in the Wealth Management Group.  Nicholas works closely with retirement plan sponsors on employee education and one on ones in an effort to increase the knowledge of participants to help them get m...
2025-05-0741 minWhat Are You Working Towards?
What Are You Working Towards?#131 Serving Families with Special Needs Children w/ Jenny McCosley, Senior Wealth Advisor, Beacon Pointe AdvisorsImportant Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this discussion are subject to change at any time without notice. Beacon Pointe provides links for your convenience to other providers’ websites. Beacon Pointe is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve or endorse the information provided. Download Chris's FREE E-Book on “How To Fi...
2025-05-0536 minWhat Are You Working Towards?
What Are You Working Towards?#126 Maintaining Healthy Growth After Your First Billion In AUM w/ Kevin Kirchheimer, Private Wealth Advisor, Ameriprise Financial Services, LLCDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Kevin Kirchheimer (https://www.ameripriseadvisors.com/kevin.w.kirchheimer/) is a Private Wealth Advisor at Jon L Myers and Associates, a financial advisory practice of Ameriprise Financial Services, LLC. With 17 years of experience, he specializes in retirement planning strategies, investments, cash flow management, insurance, and estate planning. Recognized by Forbes as a Best-in-State Next-Generation Wealth Advisor (2019, 2022-2024), Kevin has also contributed to his firm's inclusion in the Forbes Best-in-State Wealth Management Teams list (2023-2025). He is a member of the Fina...
2025-04-0736 minWhat Are You Working Towards?
What Are You Working Towards?#127 The Hidden Housing Crisis That’s Killing Investment Opportunities w/ Nick Halaris, Investor, Civic Leader & Founder, Metros CapitalDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Nick Halaris (https://nickhalaris.com/) is an investor, real estate developer, and civic leader with nearly 20 years of experience exploring what it takes to be a great investor. Through successes and setbacks, Nick has gained valuable insights, which he now shares via Profit, a platform dedicated to presenting fresh ideas and strategies for investors. His work in real estate development and civic leadership gives him a unique perspective on the economy and society, allowing him to uncover opportunities and navigate chal...
2025-04-0341 minWhat Are You Working Towards?
What Are You Working Towards?#109 The Journey from Plastics to Portfolios w/ Michael N. Bernberg, Financial Advisor & Associate VP, Ameriprise Financial Services, LLC.Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: ⁠⁠⁠https://UHNWC.com/Michael Bernberg (https://www.linkedin.com/in/michaelbernberg/ ), a seasoned financial advisor with over 33 years of experience at Ameriprise Financial Services, LLC. Michael shares his journey from the plastics industry and management consulting to becoming a top financial advisor. Learn about his unique approach to utilizing options to manage risk, his transition from Merrill Lynch to Ameriprise, and his effective strategies for client referral and financial planning. Michael also discusses his love for golf, music, and science fiction, providing a well-rounded look a...
2025-03-2441 minWhat Are You Working Towards?
What Are You Working Towards?#124 How Latin Entrepreneurs Can Break Free from the ‘Work Harder’ Mentality w/ Esther Sangionvanni, Portfolio Manager, Main Street BankDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Esther Sangiovanni (http://www.msbanktx.com) is a Portfolio Manager at Main Street Bank. She is an experienced commercial loan administrator with a demonstrated history of working in the banking industry. Esther earned her MIBA in business at Nova Southeastern University.In this episode, Chris and Esther discuss:1. Helping Latino Entrepreneurs Separate Business and Personal Finances2. The Mindset Shift Every Entrepreneur Needs for Financial Success3. Stop Mixing Personal & Business Finances4. Why...
2025-03-2437 minWhat Are You Working Towards?
What Are You Working Towards?#116 How to Stand Out in a Crowded Wealth Management Industry w/ Matthew Mandell, Private Wealth Advisor & Managing Director, Siena Wealth Advisory GroupDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Matthew Mandell (https://www.linkedin.com/in/matthewlmandell/) is a Private Wealth Advisor and Managing Director of Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. With a Bachelor’s degree in Finance from Pennsylvania State University and prestigious designations including CFP®, CRPC™, and RICP®, Matthew provides expert financial planning and investment strategies for high-net-worth clients.In this episode, Chris and Matthew discuss:1. The 10X Mindset2. How to Turn Clients in...
2025-03-2035 minWhat Are You Working Towards?
What Are You Working Towards?#122 Making Finance Less Boring for Clients Through Pop Culture References w/ Matt Zeigler, Managing Director & Private Wealth Advisor, Sunpointe InvestmentsDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Matt Zeigler (https://sunpointeinvestments.com/) is a Managing Director and Wealth Advisor at Sunpointe Investments. He believes everyone deserves to be heard and communicated in terms they can understand. Over his 18+ year career in financial services, he’s gained a tremendous respect for complexity, and a healthy disdain for needless complications. Matt’s talent-turned-skill is engaging people empathetically around their unique situations.In this episode, Chris and Matt discuss:1. Helping Clients Feel Heard, Informed, and Inspired2...
2025-03-1844 minWhat Are You Working Towards?
What Are You Working Towards?#121 Automating the Perfect Gift w/ Braydan Young, Cofounder & Head of Growth, SendosoDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Braydan Young (https://www.sendoso.com/) is the Co-Founder and Growth Leader at Sendoso, the world’s first Sending Platform (SP) designed to help companies rise above the noise and foster meaningful relationships at scale. With over seven years of experience building and scaling Sendoso, Brayden is passionate about revolutionizing communication through personalized and memorable experiences for prospects and customers.In this episode, Chris and Braydan discuss:1. The Power of Partnerships: Why Selling Alone is a Losing...
2025-03-1740 minWhat Are You Working Towards?
What Are You Working Towards?#115 Turning Small Accounts Into Million-Dollar Clients w/ Marc Shaffer, Principal & CFO, Searcy Financial Services, Inc.Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Marc Shaffer (https://searcyfinancial.com/⁠ ) is a CERTIFIED FINANCIAL PLANNER professional and member of the Financial Planning Association. Serving clients as Principal and CFO at Searcy Financial Services, Inc. in Overland Park, KS, and the surrounding communities. Marc specializes in helping his clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and actively monitoring their financial plans.In this episode, Marc and Chris discuss...
2025-02-2430 minWhat Are You Working Towards?
What Are You Working Towards?#114 The Art of the Financial Seminar w/ Lauren Lindsay, Certified Financial Planner, Beacon Financial PlanningDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" fromhttps://UHNWC.com/  Lauren Gadkowski Lindsay (https://www.beaconfinancialplanning.com/team-member/lauren-gadkowski-lindsay) is a CERTIFIED FINANCIAL PLANNER® with 25 years of experience. She is passionate about comprehensive, fee-only financial planning and excited to bring the Beacon Financial Planning experience to Houston, Texas. Lauren works with clients in Houston and other parts of the United States and has been working virtually with clients since 2008. In this episode, Chris and Lauren discuss:1. From Teacher to Financial Planner2. The Role of Public Speaki...
2025-02-1937 minWhat Are You Working Towards?
What Are You Working Towards?#106 Helping Clients Transform Their Businesses into Sellable Assets w/ Corwin Davidson, Certified Exit Planner, Hill Country Business StrategiesDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Corwin Davidson (https://hillcountrywealth.com/) is a Certified Exit Planner at Hill Country Business Strategies and an Investment Advisor at Hill Country Wealth Strategies. Their exit planning practice aims to help owners launch better business transitions and educate owners about their exit options. Their ExitMap Express process empowers us to develop trust-based, collaborative relationships built around a structured coaching discovery process that helps business owner clients envision life after their business.In this episode, Chris and Corwin discuss:
2025-02-1837 minWhat Are You Working Towards?
What Are You Working Towards?#113 Financial Strategies for Pro Athletes w/ Christian Nana Tanke, Founder & Wealth Management Advisor, Nana Tanke Advisor, LLCDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" fromhttps://UHNWC.com/  With over 30 years of financial expertise in the U.S. and abroad, Christian Nana Tanke (https://www.nanatanke.com/) specializes in Private Placements Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA). His focus is on crafting personalized insurance and annuity solutions for high-net-worth individuals and families, providing them with a tax-efficient investment environment.In this episode, Chris and Christian discuss:1. Mastering Private Placement Life Insurance2. The Power of Networking3. Breaking Into the High...
2025-02-1735 minWhat Are You Working Towards?
What Are You Working Towards?#112 Tax-Optimized Financial Planning w/ Joanne Burke, Founder & Wealth Advisor, Birch Street Financial AdvisorsDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" fromhttps://UHNWC.com/  Joanne Burke (https://birchstreetadvisors.com/) is a founder and wealth advisor serving clients at Birch Street Financial Advisors in Vienna, VA, and the surrounding communities. She is also a member of the Financial Planning Association. Navigating taxes led her to a passion for financial planning, from KPMG to founding Joanne Ehreth Burke CPA PLLC and Birch Street Financial Advisors. Holding the CERTIFIED FINANCIAL PLANNER™ and CPA/PFS designations, Joanne specializes in strategies for pre-retirees and retirees. She is actively engaged...
2025-02-1340 minWhat Are You Working Towards?
What Are You Working Towards?#110 Using Care and Trust to Keep Clients Forever w/ Daniel J. Traub, Senior Financial Advisor, Montis Financial.Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from⁠https://UHNWC.com/⁠  Daniel J. Traub (https://www.linkedin.com/in/daniel-traub-2bb3659/), is a Senior Financial Advisor at Montis Financial. With over three decades of experience. Dan shares his journey in the financial industry, starting from a unique mom-and-pop shop in 1988 to founding his firm, Tempo Financial Advisors, in 2008. Dan discusses the pivotal decisions in his career, the importance of personalized financial planning and shares insights on working with high-net-worth clients.In this episode, Chris and Dan discuss: 1. The Evolution of Finan...
2025-02-1336 minWhat Are You Working Towards?
What Are You Working Towards?#104 Harnessing Hidden Potential: Growing with Junior Advisors w/ Ross Mannino, Financial Advisor & Managing Director, Ameriprise Financial Servicers, LLC.Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: ⁠⁠https://UHNWC.com/⁠⁠ Ross Mannino, CFP® (LinkedIn), is a Managing Director at Ameriprise Financial Services, LLC, with over 34 years of experience in the financial industry. In this episode, Ross shares his inspiring journey from starting as a 19-year-old cold caller to managing $800 million in assets. Learn how mentorship, innovation, and client trust have shaped his success. Ross also dives into the challenges and opportunities of succession planning, the role of AI in finance, and strategies for growing multi-generational wealth. In this e...
2025-02-0339 minWhat Are You Working Towards?
What Are You Working Towards?#108 Strategies for Tech-Enhanced Wealth Management w/ Krishna Velaga, Founder, Velaga AdvisorsDownload Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: ⁠⁠⁠https://UHNWC.com/⁠⁠⁠ Krishna Velaga, is the Founder and Chief Investment Officer of Velaga Advisors. Krishna shares his journey from a career in IT to becoming a successful financial advisor. He discusses his interest in finance, obtaining his MBA, pursuing CFA credentials (completed the first two levels), and eventually starting his advisory firm. The discussion also covers how Krishna leverages technology and plans to incorporate AI into his services. Tune in for insights on tax planning, alternative investments, and Krishna’s future vision for wealth managem...
2025-01-2834 minWhat Are You Working Towards?
What Are You Working Towards?#107 Unlocking the Next Big Developments in The ETF Space w/ Larry Kim, VP & Investment Consultant, Simplify Asset Management Inc.Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: ⁠⁠⁠https://UHNWC.com/⁠⁠⁠ Laurence Kim is an Investment Consultant and VP at Simplify Asset Management Inc. Larry shares his journey from starting with JP Morgan right out of college to becoming a senior consultant at Fidelity and playing a key role in launching multiple mutual funds. They discuss the shift from mutual funds to ETFs, the impact of fiduciary models, and how Simplify is democratizing finance for financial advisors. Learn about innovative financial products and the future of ETFs in this insightful conversation.
2025-01-2537 minWhat Are You Working Towards?
What Are You Working Towards?#105 Is It Time to Niche Down? w/ Crystal Lee Butler, Founder & Marketing Strategist, Crystal Marketing Solutions, LLCDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Crystal Lee Butler, MBA (https://crystalmarketingsolutions.com/), is the founder and marketing strategist behind Crystal Marketing Solutions (CMS), a premier financial advisor marketing agency that delivers done-for-you marketing services dedicated specifically to independent financial advisors and small advisory firms. With two decades of experience, CMS excels in developing personalized, compliance-friendly marketing strategies that streamline and execute all aspects of their clients' marketing ecosystem. In this episode, Crystal and Chris discuss: 1. Growing Your Practice with Consistent Marketing
2025-01-2136 minWhat Are You Working Towards?
What Are You Working Towards?#100 Revolutionizing Client Care: The Hospitality-Driven Finance Model / Todd Pisarczyk, CEO & FA, Momentous Wealth Management, Inc.Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠UHNWC.com⁠. About This Episode:Todd Pisarczyk (LinkedIn) is the Founder and CEO of Momentous Wealth Management. Todd shares his journey from starting his practice right out of college to leading a firm with $400 million in assets under management. They discuss the importance of creating processes, how Todd is preparing his firm for the next generation, and the impact of personalized client service. Todd emphasizes the value of hospitality in financial services and offers practical tips on building a referable and lasting busine...
2025-01-2140 minWhat Are You Working Towards?
What Are You Working Towards?#102 Finding Value Others Overlook w/ Denver Smith, Managing Partner & Founder, Carlson Ridge Capital Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Denver Smith (carlsonridge.com) is the Chief Investment Officer, Managing Partner, and Co-founder at Carlson Ridge Capital, a value-driven hedge fund manager based in Denver, CO. In this episode, Chris and Denver discuss: 1. Managing a Private Hedge Fund 2. Unveiling the Secrets of Small-Cap Value Investing 3. Identifying Undervalued Companies 4. How to Spot Opportunities Across Sectors LinkedIn: https://www.linkedin.com/in/denver-smith-cfa-mba-7b092269/ Website: carlsonridge.com Instagram: @denverjaysmith X: @SmithDenve72037 Maximize your marketing, close more clients, and amplify your AU...
2025-01-2036 minWhat Are You Working Towards?
What Are You Working Towards?#101 Building Client Relationships in Bear Markets w/ Paul Ragone, President & Wealth Manager, Integrity Wealth ServicesDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Paul C. Ragone (https://www.iws.one/team/paul-ragone) is the founder and President of Integrity Wealth Services. Paul has over 20 years of experience as a financial advisor, an Accredited Wealth Management Advisor (AWMA), and an Accredited Asset Management Specialist (AAMS). Paul emphasizes client education and communication, which helps eliminate much of the distractions most investors face each day.  In this episode, Chris and Paul discuss: 1. From Orphan Clients to Million-Dollar Success 2. How to Build...
2025-01-1338 minWhat Are You Working Towards?
What Are You Working Towards?#96 Client Conversations That Matter w/ Brian Goodstadt, Managing Partner & Private Wealth Advisor, Paragon Capital ManagementDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Brian Goodstadt (https://www.linkedin.com/in/briangoodstadt/) is a wealth management professional at Paragon Capital, where he specializes in providing investment management, tax planning, retirement planning, and comprehensive wealth management services to high-net-worth individuals. Operating on a fee-only basis. With over 30 years of experience in the investment industry and more than 15 years of working directly with individual clients, Brian is passionate about helping his clients achieve their financial goals.  In this episode Chris and Brian discuss: 1...
2025-01-0635 minWhat Are You Working Towards?
What Are You Working Towards?#95 From Banking to Boutique: Sam Kaplowitz's Financial Advising Story | VP & Investment Advisor | Breachway InvestmentsDownload 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...
2025-01-0250 minWhat Are You Working Towards?
What Are You Working Towards?#94 Serving Clients Beyond Local Markets w/ Chad Hufford, Financial Planner/Owner, Veritas Wealth ManagementDownload 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...
2024-12-2345 minWhat Are You Working Towards?
What Are You Working Towards?#93 The Beauty of The Fiduciary w/ Ashlea Jones, Financial Advisor, Prime Capital FinancialDownload 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 Mana...
2024-12-2334 minWhat Are You Working Towards?
What Are You Working Towards?#90 When Education Meets Finance w/ Maggie Koosa, CEO & Financial Planning Advisor, The AlchemistsDownload 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...
2024-12-1753 minWhat Are You Working Towards?
What Are You Working Towards?#91 The 10-Year Blueprint to $260M AUM w/ Cory Sims, Founder & RIA, Sims Investment Management, LLCDownload 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 Learn...
2024-12-1243 minWhat Are You Working Towards?
What Are You Working Towards?#89 Avoid Outliving Your Money: A Revolutionary Approach w/ Chris Miles, Founder, Money RipplesDownload 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 Fina...
2024-12-1147 minWhat Are You Working Towards?
What Are You Working Towards?#88 Understanding The 'Worried Well' w/ Bryan Montemurro, Certified Financial Planner™, Two West Advisors │ GoalPath Solutions, LLCDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Bryan Montemurro (https://www.linkedin.com/in/bryanmontemurro/) is a Certified Financial Planner™ at Two West Advisors, which offers services to employer-sponsored retirement plans, financial wellness programs, and wealth management clients. Alongside his Two West family is his role as a Financial Coach at GoalPath Solutions, LLC., an independent RIA, and serves over $1.5B in retirement plan assets. Formed in 2018, GoalPath Solutions was recognized by the Financial Times as one of America’s Top 401 Retirement Plan Advisers and also received 401(k) Speci...
2024-12-1042 minWhat Are You Working Towards?
What Are You Working Towards?#83 Breaking Money Taboos: The Path to Financial Confidence w/ Amy Spandau, Founder, Ablaze Financial, Inc.Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Amy Spandau (https://www.ablazefinancial.com/) is the founder of Ablaze, a company dedicated to bringing big business accounting and finance expertise to smaller, growing businesses and founders. With over 25 years of experience in public accounting and as an executive for large, international public companies and start-ups, Amy recognized the challenges that start-ups and small business owners face. She realized that they are often expected to have extensive knowledge across multiple areas, despite lacking the necessary training and specialization. This insi...
2024-12-0947 minWhat Are You Working Towards?
What Are You Working Towards?#84 From Elite Athlete to Financial Advisor w/ Larry Sidney, Holistic Wealth Advisor, Palisade Investments, LLCDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠https://UHNWC.com/⁠⁠   Larry Sidney, a holistic wealth advisor with Palisade Investments shares his unique journey from health education and Olympic ambitions to specializing in financial advising for elite athletes. Learn about Larry's holistic approach to wealth management, the importance of trust in client relationships, and valuable tips for financial advisors and elite athletes alike. In this episode, Chris and Larry discuss: 1- Larry's Background and Holistic Wealth Approach 2- Focusing on Elite Athletes and Professional Athletes 3- Financial Advice for E...
2024-12-0450 minWhat Are You Working Towards?
What Are You Working Towards?#85 The Rise of Relational Advising w/ Ann Austin, Financial Advisor, Raymond JamesDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Ann Austin (https://www.raymondjames.com/annaustin/) is a Financial Advisor at Raymond James. She professionally serves her community in Retirement, College, and Estate Planning. She holds designation as Accredited Investment Fiduciary, AIF® and Accredited Asset Management Specialist, AAMS® Ann Austin began her career with Regions Investments in 1998, which later merged with Morgan Keegan and then Raymond James. In this episode, Chris and Ann discuss: 1. Unlocking Niche Markets 2. The Power of Referrals 3. Women...
2024-12-0229 minWhat Are You Working Towards?
What Are You Working Towards?#87 Mastering the Art of Advisory w/ Mark Scribner, MD, Partner & Wealth Advisor, Carson WealthDownload 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. Th...
2024-11-2943 minWhat Are You Working Towards?
What Are You Working Towards?#86 Turning Your Website into a Client-Generating Machine w/ Robb Fahrion, Partner & Co-Founder, Flying V GroupDownload 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 le...
2024-11-2644 minWhat Are You Working Towards?
What Are You Working Towards?#82 Challenges of Scaling as an Independent Financial Advisor w/ Alonso Rodriguez Segarra, CEO & Hourly Financial Planner, Advise-FinancialDownload 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 Val...
2024-11-2546 minWhat Are You Working Towards?
What Are You Working Towards?#81 Building a Top-Tier Financial Practice w/ Tim Henry, Private Wealth Advisor, The Henry GroupDownload 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...
2024-11-1934 minWhat Are You Working Towards?
What Are You Working Towards?#74 Insights from a Billion-Dollar Advisor w/ Trey Smith, Senior MD & Financial Advisor, TruistDownload 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
2024-11-1446 minWhat Are You Working Towards?
What Are You Working Towards?#64 Gamified Security: Protecting High Net Worth Families w/ Bill Roth, Co-Founder & CEO. HardTargetDownload 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 Wo...
2024-11-1354 minWhat Are You Working Towards?
What Are You Working Towards?#78 Strategic Client Segmentation w/ Gregory McLaughlin, Financial Planner, Centinel Financial Group, LLCDownload 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. 
2024-11-1132 minWhat Are You Working Towards?
What Are You Working Towards?#80 Imagine The Client is Your Mom: A Guide to Compassionate Service w/ Michael E. HoldenDownload 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 Mai...
2024-11-0851 minWhat Are You Working Towards?
What Are You Working Towards?#77 Insights into Financial Advisory Success w/ Hunter Muse, Private Advisor, Ameriprise FinancialDownload 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...
2024-11-0542 minWhat Are You Working Towards?
What Are You Working Towards?#73 Transitioning From The Military To Finance w/ Eric Van Ness, Financial Advisor, Waddell & ReedDownload 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. Ma...
2024-11-0132 minWhat Are You Working Towards?
What Are You Working Towards?#62 A Visual Approach to Financial Advice w/ H. Adam Holt, CEO & Founder, Asset-MapDownload 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 AssetM...
2024-10-2237 minWhat Are You Working Towards?
What Are You Working Towards?#72 Crisis Management Lessons from High-Stakes Leadership w/ Ron Sachs, CEO & Founder, Sachs Media GroupDownload 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 Give...
2024-10-1545 minWhat Are You Working Towards?
What Are You Working Towards?#71 Formulas For Attracting Top-Tier Talent w/ Robert Royer, Founder & President, Building Brands MarketingDownload 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...
2024-10-1435 minWhat Are You Working Towards?
What Are You Working Towards?#70 Innovation in Modern Entrepreneurship w/ Vikas Khorana & Ryan Christiansen, Ntooitive DigitalDownload 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 th...
2024-10-0849 minWhat Are You Working Towards?
What Are You Working Towards?#69 Building A New Era in Finance w/ Connor Emma, Founder, BOOPDownload 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 visio...
2024-10-0840 minWhat Are You Working Towards?
What Are You Working Towards?#68 The Importance of Emotional Intelligence in M&A w/ Dan Khabie, Co-founder & General Partner, CourtAvenueDownload 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. Eva...
2024-10-0853 minWhat Are You Working Towards?
What Are You Working Towards?#67 The Influential Power of Influencer Marketing w/ Ryan Davis, Co-founder & COO, People FirstDownload 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
2024-10-0739 minWhat Are You Working Towards?
What Are You Working Towards?#66 Linking with Clients Using The Power of LinkedIn w/ Liudmila Kiseleva, Founder & CEO, RampiqDownload 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 Wort...
2024-10-0132 minWhat Are You Working Towards?
What Are You Working Towards?#65 The Power of Niche Marketing w/ Chris Dreyer, CEO & Founder, Rankings.ioDownload 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...
2024-09-3031 minWhat Are You Working Towards?
What Are You Working Towards?#63 The Road to Million Dollar Agencies w/ Karen Hite, CEO & Co-founder, Committed Mastermind │ Hite Digital │ Digital Agency HackerDownload 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 plac...
2024-09-2335 minWhat Are You Working Towards?
What Are You Working Towards?#59 Achieving Financial Excellence w/ Arthur Meconi, Wealth Advisor, Ameriprise Financial ServicesDownload 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. Bu...
2024-09-1948 minWhat Are You Working Towards?
What Are You Working Towards?#61 How to Build a Sellable Business from Scratch w/ Tommy Joiner, Coach & Consultant, Service Business BallersDownload 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...
2024-09-1741 minWhat Are You Working Towards?
What Are You Working Towards?#60 Breaking the Hustle Myth w/ Ophir Gadot, Co-Founder, FurloughDownload 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 t...
2024-09-1640 minWhat Are You Working Towards?
What Are You Working Towards?#58 The Marketing Playbook for Success w/ Courtney Kehl, CEO & Founder, Expert Marketing AdvisorsDownload 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. Scal...
2024-09-1040 minWhat Are You Working Towards?
What Are You Working Towards?#57 Adapting to Industry Shifts: Surviving Disruption w/ Bill Rice, Chief Revenue Officer, KaleidicoDownload 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 t...
2024-09-0951 minWhat Are You Working Towards?
What Are You Working Towards?#56 Creating a Culture of Innovation w/ Scott Carlson, Founder & CCO, Van's General StoreDownload 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:
2024-09-0547 minWhat Are You Working Towards?
What Are You Working Towards?#55 Finding the Opportunities in Chaos w/ Max Levy, Founder, RenteRDownload 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...
2024-09-0443 minWhat Are You Working Towards?
What Are You Working Towards?#54 Innovate, Automate, and Outsource: Growing Your Financial Advisory Business w/ Donald Morgan, Financial Consultant, Independent Wealth ConnectionsDownload 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 adviso...
2024-09-0234 minWhat Are You Working Towards?
What Are You Working Towards?#52 Reshaping Finances With Heart and Determination w/ Guy Leman, Owner & CFP, Compass FinancialDownload 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 a...
2024-08-2647 minWhat Are You Working Towards?
What Are You Working Towards?#53 Deep Diving into Deep Tech Content Marketing w/ Meg Scarborough, Founder & CEO, MegawattDownload 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 De...
2024-08-1947 minWhat Are You Working Towards?
What Are You Working Towards?#50 Navigating the $2 Trillion Supply Chain Market w/ Kara Brown, CEO & Founder, LeadCoverageDownload 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 of...
2024-08-0743 minWhat Are You Working Towards?
What Are You Working Towards?#51 You're Going To Be Okay w/ Matt Miller, Principal & Wealth Advisor, UpleftDownload 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 Im...
2024-08-0549 minWhat Are You Working Towards?
What Are You Working Towards?#49 Navigating the Financial Seas w/ Prince Dykes, RIA, Host & Author, Royal Financial Investment GroupDownload 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...
2024-07-2531 minWhat Are You Working Towards?
What Are You Working Towards?#47 Inside the World of Mergers and Acquisitions w/ Willem Westra, Founder & CEO, WW Capital GroupDownload 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- Valu...
2024-07-0847 minWhat Are You Working Towards?
What Are You Working Towards?#46 Building A Billion Dollar Portfolio w/ Rose Price, Partner, VLP Financial AdvisorsDownload 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.co...
2024-07-0141 minWhat Are You Working Towards?
What Are You Working Towards?#45 The Role of Emotional Intelligence in Financial Success w/ Amy Mullen, President, Money QuotientDownload 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.li...
2024-06-0440 minWhat Are You Working Towards?
What Are You Working Towards?#44 Referral Mastery and Relationship Marketing w/ Bill Cates, Coach/Author, Referral Coach AcademyDownload 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 Re...
2024-05-2053 minWhat Are You Working Towards?
What Are You Working Towards?#38 The Evolution of a Financial Titan w/ Ron Gross, President and CEO, MGO Inc.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 an...
2024-05-1359 minWhat Are You Working Towards?
What Are You Working Towards?#43 Wealth Management Essentials w/ David McClellan, Partner, Forum Financial Management, LPDownload 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://ww...
2024-05-0753 minWhat Are You Working Towards?
What Are You Working Towards?#42 The Wealth Management Playbook w/ Mathew Filik, Certified Financial Planner, Clear Focus, LLCDownload 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 rela...
2024-04-2247 minWhat Are You Working Towards?
What Are You Working Towards?#39 Translating Military Discipline into Financial Success w/ Chris Manske, President, Manske Wealth ManagementDownload 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...
2024-04-0153 minWhat Are You Working Towards?
What Are You Working Towards?#36 The Evolution of Personalized Financial Planning w/ Franklin Parker, Founder, Directional AdvisorsDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Franklin J. Parker (https://directional-advisors.com/⁠) is a financial advisor with a unique background. Franklin shares his journey from growing up on a cattle ranch and pursuing a music degree to accidentally becoming a financial advisor during the 2008 financial crisis. Despite facing challenges, Franklin stuck with finance and developed a passion for providing hyper-customized investment management and financial planning. He discusses the transition from traditional financial advising towards a goals-based approach that caters to individual client needs. Fran...
2024-03-1354 minWhat Are You Working Towards?
What Are You Working Towards?#35 Disrupting the 401K Industry w/ Daniel Beck, Co-Founder, 401GODownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Daniel Beck (https://401go.com/), CEO and co-founder of 401GO shares the creation of his company, and the complex and time-consuming process of setting up a 401k for businesses. How it serves as a marketing tool for financial advisors. Dan shares his journey, from his entrepreneurial start to the creation of a business, explaining the need to realign the incentives in the industry and bring financial wellness to the masses. Further, Dan emphasizes the importance of having a solid support network, such as...
2024-03-0455 minWhat Are You Working Towards?
What Are You Working Towards?#30 Empowering Boomer Women With Financial Planning w/ Haleh Moddasser, Partner, Stearns Financial GroupDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Haleh Moddasser (https://stearnsfinancial.com/), is a managing partner and senior wealth advisor at Stearns Financial Group. Haleh shares the unique financial needs of boomer women, particularly those going through a 'gray divorce'. She shares her passion for empowering this underserved demographic, addressing the unique concerns these women may have, and the importance of helping them recognize the power of their wealth. In this episode, Chris and Haleh discuss: 1. Understanding the Financial Needs of Boomer Women 2. The Impact of Gray Divorce on Bo...
2024-02-2527 minWhat Are You Working Towards?
What Are You Working Towards?#33 Decoding the Dynamics of Financial Marketing w/ Marsha Posset, Director of Marketing, Fragasso Financial AdvisorsDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Marsha Posset (https://www.linkedin.com/in/marshaposset), Director of Marketing at Fragasso Financial Advisors shares the importance of developing effective financial advisor practice growth strategies and the role of marketing in this process. Marsha shares insights about the evolution of marketing in the financial industry, the value of identifying target clients, and the power of content creation in building relationships with clients. She also gives valuable tips on choosing marketing tactics that align with clients' interests and behaviors while emphasizing the si...
2024-02-1851 minWhat Are You Working Towards?
What Are You Working Towards?#24 Connecting Wealth with Purpose w/ Joel Worsfold, Managing Director, Partner, & Wealth Advisor, Carson Wealth Management GroupDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Joel Worsfold (https://www.carsonwealth.com/locations/west-des-moines-jordan-creek-parkway/⁠) guides clients through a systemized, highly personalized process of investment planning. Then he’ll work with you to develop and review your financial goals — and life goals — to set clear expectations for designing a portfolio. This personalized approach is critical in order to connect wealth to purpose.  In this episode, Chris and Joel discuss: 1. How Focusing Inward Transformed My Clientele 2. How Analogies and Stories Drive Lasting Client Impact...
2024-01-2636 minWhat Are You Working Towards?
What Are You Working Towards?#31 The Journey to a Secure Retirement w/ Dana Anspach, CEO & Founder, Sensible Money, LLCDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠https://UHNWC.com/⁠⁠   Dana Anspach (https://www.sensiblemoney.com/), a seasoned financial advisor and founder of Sensible Money, discusses the importance of strategic financial planning for those in the decumulation phase of wealth. Dana shares her approach to financial advising, the unique process Sensible Money uses requiring clients to go through an initial planning phase, and her passion for providing value to her clients and the broader financial industry through educational content. She also talks about her business's evolution and her goal of creating a s...
2024-01-2449 minWhat Are You Working Towards?
What Are You Working Towards?#29 Key Strategies for Acquisitions and Recruitment w/ Marc Horner, Founder, Fairhaven Wealth ManagementDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Marc Horner (https://www.fairhavenwealth.com/), is a successful financial advisor and founder of Fairhaven Wealth Management. Marc shares his journey from the banking sector to becoming a financial advisor, the process of acquiring financial advisory practices, and how he successfully transitions new clients. He also discusses the firm's unique tactic of using humor and fun in client education, as well as his work philosophy guided by stoicism. In this episode, Chris and Marc discuss: 1. Acquiring Practices and Growing the Bu...
2024-01-1745 minWhat Are You Working Towards?
What Are You Working Towards?#28 Strategies For Success In High Net Worth Advising w/ Todd Bryant, Founding Partner, Signature Wealth PartnersDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠⁠⁠⁠https://UHNWC.com/⁠⁠ ⁠⁠⁠ Todd Bryant (⁠https://www.yoursignaturewealth.com/⁠) is a Founding Partner and a Certified Financial Planner practitioner with Signature Wealth Partners in Orlando, FL. He is a Florida native, getting his undergrad from the University of Central Florida with extensive post-graduate studies through the American College of Financial Services. He specializes in working with business owners, pre-retirees, and retirees in planning financially for life’s milestones. In this episode, Todd and Chris talk about: 1- Strategies to grow a business 2...
2024-01-0840 minWhat Are You Working Towards?
What Are You Working Towards?#27 Maximizing Marketing and Asset Management w/ Ray Ferrara, Founder, ProVise Management Group, LLCDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Ray Ferrara (https://www.provise.com/), is the founder of ProVise Management Group and an experienced financial advisor with 52 years in the industry. Ferrara shares his journey from selling computers to becoming a certified financial planner, leading to his role in the development of the ProVise Management Group. ProVise stands out due to its unique work structure, where all team members are on a salary basis, removing any conflict of interest with clients. Ferrara emphasizes the importance of providing reliable financial advice to...
2024-01-0327 minWhat Are You Working Towards?
What Are You Working Towards?#26 The Shift from Traditional to Hybrid Financial Tools w/ Jim Barnash, President, JA Barnash & AssociatesDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠   Jim Barnash (https://www.jabarnashassociates.com/) is the President of JA Barnash & Associates. Jim shares his journey from the insurance industry to financial planning, his teaching experience at DePaul University, his stint at Ameriprise and Edelman Financial, and his eventual decision to set up an individual practice. He explains his unique client selection process, the effective tax reduction strategies he uses, and how he effectively collaborates with his wife in their financial planning business. In this epi...
2023-12-2239 minWhat Are You Working Towards?
What Are You Working Towards?#25 Pioneering New Paths and Practices w/ Brian Carney, CEO, RiversEdge Advisors, LLCDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Brian Carney (https://www.riversedgeadvisors.com/), CEO of River's Edge Advisors shares his incredible journey of transitioning from a would-be physical therapist to a financial advisor. He touches on the importance of focusing on actual financial planning over selling products and the deep impact advisors can have on a client's life, drawing from personal experiences. In this episode, Chris and Brian discuss: 1. The Importance of Open Communication 2. The Power of Regular Check-ins 3. The Value of Complementary Skill Sets in Partnerships 4. Building Relationships an...
2023-12-2038 minWhat Are You Working Towards?
What Are You Working Towards?#23 Wisdom through Ups and Downs: Lessons in Economic Turmoil w/ Darryl Lyons, CEO, Pax Financial GroupDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Darryl Lyons (https://www.linkedin.com/in/darrylwlyons/), CEO of Pax Financial Group shares his experience in the financial investment sector. He shares his journey of running Pax Financial Group, the challenges he faced during the 2007 market crash, and his impactful strategies for client acquisition, particularly targeting pre-ultra high net worth clients. In today's episode, Chris and Darryl talk about: 1- Establishing Pax Financial Group 2- Targeting Pre-Ultra High Net Worth Clients 3- Influence of Biblical Principles on Financial Decisions 4- Strategies for St...
2023-12-1827 minWhat Are You Working Towards?
What Are You Working Towards?#22 Seizing Opportunities in Market Declines w/ Lowell Pratt, President and Chairman, Burney Advisor ServicesDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Lowell Pratt (https://www.linkedin.com/in/lowell-pratt-cfa-53b89310/) joined the Burney Company in 1986, became a Portfolio Manager in 1992, was promoted to Director of Analysis in 1996 and became President in 2003. Lowell’s passion is implementing improvements to Burney’s quantitative analytical methods.  In this episode, Chris and Lowell discussed: 1. Creating Legacies 2. Seeing Opportunities in Market Downturns 3. Inflation and The Road to Recovery 4. Assessing Risk and Rewards of Alternatives LinkedIn...
2023-12-1542 minWhat Are You Working Towards?
What Are You Working Towards?#21 Building Futures Beyond Finance w/ Bruce Weininger, Principal, Kovitz Investment GroupDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠⁠⁠⁠⁠https://UHNWC.com/⁠⁠ ⁠⁠⁠⁠ Bruce Weininger (https://www.kovitz.com/), a principal at Kovitz Investment Group, discusses his journey into financial advising, from initially combining accounting and finance to working with Fortune 500 companies and climbing up to $7 Billion in assets under management. In this episode, Bruce and Chris talk about: 1- How to navigate relationships with UHNW clients 2- Perspectives on current economic trends 3- Current Concerns of Ultra High Net Worth Clients 4- Working with Fortune 500 CEOs and CFOs 5- Advice...
2023-12-1448 minWhat Are You Working Towards?
What Are You Working Towards?#19 From a 2-Person Company To Managing $20 Billion w/ Brent Brodeski, Founder, Savant Wealth ManagementDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Brent Brodeski (http://www.savantwealth.com/), founder of Savant Wealth Management, discusses his journey of building a comprehensive financial planning firm. Brent shares insights into the company's growth from being a two-person company to one with 500 employees, managing $20 billion in assets for over 13,000 clients. The strategy behind this success is their focus on delivering holistic financial advice while looking beyond just investments and prioritizing the client's future goals. In this episode, Chris and Brent discuss: 1. The Importance of Investments in Building Ideal Fu...
2023-12-141h 00What Are You Working Towards?
What Are You Working Towards?#18 Navigating Sustainable Investing and ESG w/Jeff Gitterman, CEO, Gitterman Wealth ManagementDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠⁠https://UHNWC.com/⁠⁠ ⁠ Jeff Gitterman (⁠https://www.gittermanwealth.com/⁠) is a co-founding partner of Gitterman Wealth Management, LLC, and a true visionary in the field of Sustainable, Impact, and ESG Investing. With his expertise in creating SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, Jeff offers investment opportunities and research services for both individual clients and financial professionals in the Sustainable, ESG, and Impact arenas. In today's episode, Jeff and Chris talk about 1- The world of sustainable investing 2- The focus on working with high-net-worth...
2023-12-0730 minWhat Are You Working Towards?
What Are You Working Towards?#17 Client-Centric Success: Always Put Your Clients First w/ Elie Nour, Founder and CEO, Nour Private WealthDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Elie Nour (https://www.npw.ca/) is the founder and CEO of Nour Private Wealth and leads a team of qualified, experienced professionals providing exclusive financial services solutions for high-net-worth families and individuals. His philosophy is to care for the financial well-being of his clients through a structured approach to all their financial requirements. In this episode, Chris and Elie discuss: 1. Navigating Market Excitement When Investing 2. Identifying and Addr...
2023-12-0648 minWhat Are You Working Towards?
What Are You Working Towards?#16 Building the World’s Best Team to Serve UHNW Clients w/ Scott Tobe, CEO, Signature Financial PlanningDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠⁠⁠https://UHNWC.com/⁠⁠ ⁠⁠ Scott Tobe (https://signaturefp.com/) is the Chief Executive Officer of Signature Financial Planning. As a licensed financial advisor and a Chartered Advisor in Philanthropy®, Scott utilizes his experience, knowledge, and education to provide comprehensive wealth management solutions and design charitable giving strategies for high-net-worth individuals. In this episode, Scott and Chris discuss: 1- The evolution and focus of signature financial planning, 2- Scott's client service philosophy 3- The importance of team-based financial advising 4- Finding and retaining high-net-worth clients LinkedIn: https://www.linkedin.com/in...
2023-12-0636 minWhat Are You Working Towards?
What Are You Working Towards?#13 Nurturing Honest Client-Advisor Relationships w/ David Clayman, CEO and Co-Founder, Twelve Points Wealth ManagementDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   David Clayman (http://www.twelvepointswealth.com/) is the co-founder and CEO of Twelve Points. A passionate advocate for entrepreneurs and business owners, he is best known for helping them define their freedom from their day-to-day chaos by finding clarity regarding what they want most out of life.   In this episode, Chris and Dave discuss: 1. How David Started His Own Practice 2. Reaching the $1 Billion Mark 3. What to Look F...
2023-11-0928 min