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Download 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...

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...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://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...

Download 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 op...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://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 h...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://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 plan...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://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...

Download Chris's FREE E-Book “How To Find Ultra High Net Worth Clients” https://UHNWC.com/ About This Episode Paul Stack ( https://www.linkedin.com/in/paul-stack-apma%E2%84%A2-70166525/ ), an Accredited Portfolio Management Advisor, is a Financial Advisor at Wisdom Rock Financial Advisory Group, a private wealth advisory practice of Ameriprise Financial Services. In this episode, Paul shares h...

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 me...

Download 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...

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 mu...

Download 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...

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 To...

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-C...

Download 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 clie...

Download 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...

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-ne...

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 f...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Based in Cedar Rapids, Iowa, Ashlea Jones ( https://www.linkedin.com/in/ashlea-jones-b67a94169/ ) serves a roster of curious, proactive, and dedicated clients looking to achieve the next level of financial success. Ashlea is a fiduciary and investment advisor representative holding a Series 65 reg...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠⁠https://UHNWC.com/⁠⁠⁠    Maggie Koosa is a Financial Planning Advisor and CEO of The Alchemists. Discover her inspiring journey from a high school math teacher to a leading financial advisor driven by her family's experiences. Maggie shares insights on the importance of client relationships, transitioning from wireh...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠⁠⁠https://UHNWC.com/⁠⁠⁠⁠    Cory Sims , AWMA®, CRPC®, CES, is the Founder, Managing Member, and Investment Advisory Representative for Sims Investment Management, LLC. Cory discusses his journey from a solo practitioner in 2013 to managing a firm with over $260 million in assets under management. Cory shares his earl...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Chris Miles ( https://www.linkedin.com/in/chriscmiles/ ), the “Cash Flow Expert,” is a leading authority on how to quickly create cash flow and lasting wealth for thousands of his clients, entrepreneurs, and others internationally! He has been featured in US News, CNN Money, Bankrate.com, and has...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Bryan Montemurro ( https://www.linkedin.com/in/bryanmontemurro/ ) is a Certified Financial Planner™ at Two West Advisors, which offers services to employer-sponsored retirement plans, financial wellness programs, and wealth management clients. Alongside his Two West family is his role as a Financi...

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 p...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠https://UHNWC.com/⁠⁠    Larry Sidney , a holistic wealth advisor with Palisade Investments shares his unique journey from health education and Olympic ambitions to specializing in financial advising for elite athletes. Learn about Larry's holistic approach to wealth management, the importance of trust in client relat...