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Download 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...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠⁠https://UHNWC.com/⁠⁠⁠    Mark Scribner ( https://www.linkedin.com/in/scribnermark/ ) is the Managing Director, Partner & Wealth Advisor at Carson Wealth. Mark delves into his career journey, the transition from wirehouse firms to independent advisory, and the impact of AI and technology on financial services. Di...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Robb Fahrion ( https://www.flyingvgroup.com/ ) is the architect of Digital Dreams and Co-Founder of Flying V Group. In the bustling heart of the digital realm, where innovation meets execution, Robb Fahrion stands as a beacon of visionary leadership and unparalleled expertise in holistic marketing...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Alonso Rodriguez Segarra ( https://advise-financial.com/ ) is a CERTIFIED  FINANCIAL PLANNER™ who provides hourly, fee-only, and fiduciary financial planning services. He has over 20 years of experience in the financial world and has been named among the Top 100 Financial Advisors in the US by Inv...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠    Tim Henry , a private wealth advisor with Ameriprise and CEO of the Henry Group shares his journey from being an accounting major to a top financial advisor, discussing pivotal moments in his career, the importance of community involvement, and insights for navigating major market events. Learn...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Trey Smith , CFP®, ChFC®, CIMA®, CPWA®, CRPC®, is a Financial Advisor and the Senior Managing Director at Truist Wealth with 25 years of experience and $1.1 billion in assets under management. Trey shares his journey in wealth management, highlighting pivotal career moments and his client-first phi...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Bill Roth , is the Co-Founder and CEO of HardTarget, a company specializing in cyber preparedness for ultra-high-net-worth families using gamification. Bill shares his journey from a serial entrepreneur to developing unique cybersecurity solutions for high-value clients. Learn about common threats, t...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Since 1999, clients have chosen to work with Greg McLaughlin ( http://www.gregorymclaughlin.com ) because he is a caring and dedicated professional who focuses on building significant relationships based on trust. Greg and his team have crafted a unique four step planning process to assist clients...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠ ⁠⁠https://UHNWC.com/⁠⁠    ⁠⁠     Michael E. Holden ( https://www.linkedin.com/in/michael-holden-mba/ ) is a former Fortune 500 financial executive, and the author of Amazon's new release, 'The Authenticity Deficit.' Michael shares his journey, the critical issues of authenticity in wealth management, and how financi...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠    Hunter Muse ( https://www.linkedin.com/in/huntermuse/ ), a private wealth advisor in Raleigh, North Carolina with 22 years of experience, shares his journey from starting out in 2002 to managing $400M in assets. Learn the importance of being a fiduciary, the impact of an economics background, an...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Eric Van Ness ( https://evanness.wradvisors.com/ ) is a financial advisor at Waddell & Reed. In Today's episode, he discusses his fascinating journey from military service to financial advising. Eric shares insights on balancing college and military training, embarking on a financial advisory car...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/ ⁠ H. Adam Holt , is the founder and CEO of Asset-Map. Adam discusses his innovative approach to financial advising, which uses visual tools to accelerate and enhance client conversations, leading to significant business growth. Discover Adam's journey from a life insurance agent to a tech company fo...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Ron Sachs ( https://sachsmedia.com/ ) is the CEO and Founder of Sachs Media Group. Sachs Media is the go-to strategic communications partner for organizations with high-stakes challenges. Ron is a veteran communicator, message master, smartest strategist, and level headed in a crisis. In this epis...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Robert Royer ( https://buildingbrandsmarketing.com/ ) is the Founder/President of Building Brands Marketing, a local marketing consulting agency in downtown Victoria, TX. For over 15 years, Royer has worked in leadership positions for companies across South Texas, excelling in marketing and sales....

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Ryan Christiansen and Vikas Khorana , co-founders of Intuitive Digital. The duo shares their journey from founding Intuitive, their approach to navigating the digital landscape, and how they leverage technology to serve their clients. They discuss the importance of partnership, family support, and ev...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠   Connor Emma , is the CEO & Founder of BOOP. At 29, Connor has established himself in the tech and crypto space, discussing his career path from working at Coinbase to starting a tech venture and crypto investment fund. He shares insights on DeFi and its potential to democratize financial acce...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Dan Khabie ( https://courtavenue.com/ ) is a Co-Founder and General Partner of CourtAvenue. He launched his career in business transformation in 1997 with the creation of Digitaria, an award-winning digital media agency with a roster of clients that included Dreamworks, ESPN, the NFL, and Qualcomm...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Ryan Davis ( https://peoplefirst.cc/ ) is the Chief Operating Officer and Co-Founder of People First, a precision creator marketing agency. He is a creative executive with over two decades of experience in advising and executing strategies for brands, agencies, startups, nonprofits, and political...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Liudmila Kiseleva ( https://rampiq.agency/ ) is a dynamic online marketing professional with over 15 years of experience, renowned for her insatiable appetite for knowledge and challenge in the B2B SaaS and IT sectors. As the CEO and Founder of Rampiq, a leading digital marketing agency, Liudmila...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Chris Dreyer ( https://www.linkedin.com/in/chrisdreyerco/ ) is the CEO and Founder of Rankings.io, a premier SEO agency dedicated to helping elite law firms and personal injury lawyers achieve top rankings on Google. With over a decade of experience, Chris has led his team to deliver exceptional r...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Karen Hite ( https://thehites.com/ ) and his husband, JC, are passionate about helping agency owners scale their businesses and lead them to success. She is the CEO of the Committed Mastermind and co-founded Hite Digital with her husband, JC. Hite Digital is a Digital Marketing Agency foc...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Arthur J. Meconi III is a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, bringing over 20 years of experience to the table. Art delves into his unexpected journey into financial advisory, the role his wife plays in their successful practice, and the importance of buil...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Tommy Joiner ( https://www.linkedin.com/in/joinertommy/ ) is the Founder, coach, and consultant at Service Business Ballers, a no-BS, A-Z, hands-on consultancy that helps digital service homies work less and earn more. Tommy is a seasoned entrepreneur with over 7 years of experience and m...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Ophir Gadot ( https://furlough.com/ ) a 40-year-old father of two, is a seasoned entrepreneur with a diverse portfolio of achievements and is the Co-Founder of Furlough. He has founded four startups and two marketing agencies, one in Israel and one in the US. With 14 years of experience,...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Courtney Kehl ( https://www.expertmarketingadvisors.com/ ) is a passionate marketing leader with over 15 years of experience in demand generation. With a background that spans high-growth startups, public enterprises, and mature companies, Courtney has played a pivotal role in transformin...