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Download 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 h...

Download 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 narrat...

Download 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,...

Download 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...

Download 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 import...

Download 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 messagi...

Download 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 v...

Download 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 expl...

Download 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...

Download 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. Chr...

Download 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 goal...

Download 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 tru...

Download 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 st...

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...

Download 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 imp...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠https://UHNWC.com/⁠⁠ Damon King ( https://www.linkedin.com/in/millionaireadvisor/ ), is a certified financial planner and wealth manager at Chappelwood Financial Services. King shares his journey from struggling with credit card debt in his early twenties to becoming a successful financial advisor dedicated...

Download 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...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠⁠https://UHNWC.com/⁠⁠⁠ Meredith Schneider ( https://www.schneiderwealth.com/ ), is the founder of Schneider Wealth Management. Meredith has been in the financial industry for 26 years and discusses her unique path from serving in the army to becoming a prominent financial advisor. She highlights her transiti...

Download 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 an...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Paul Carroll ( https://www.avionwealth.com/ ) is the CEO of Avion Wealth, LLC, and a highly successful financial advisor managing over $750 million in assets. He shares insights from his early days, his time in the Air Force, his education, his disillusion with traditional finance roles, a...

Download 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 c...

Download 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...

Download 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 unders...

Download 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...

Download 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 expe...