Sign up to save your podcasts
Or
Share #100 Revolutionizing Client Care: The Hospitality-Driven Finance Model / Todd Pisarczyk, CEO & FA, Momentous Wealth Management, Inc.
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
#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 business.
In this episode, Chris and Todd discuss:
Connect with Todd Pisarczyk:
LinkedIn: https://www.linkedin.com/in/toddpisarczyk/
Website: https://www.momentouswealth.com/
X (Twitter): https://x.com/tpisarczyk
Podcast: The Momentous Wealth Podcast
Books Mentioned:
Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect
Maximize your marketing, close more clients, and amplify your AUM by following us on:
Instagram: https://instagram.com/ultrahighnetworthclients
TikTok: https://tiktok.com/ultrahighnetworthclients
YouTube: https://www.youtube.com/@uhnwc
Facebook: https://www.facebook.com/UHNWCPodcast
X (Twitter): https://twitter.com/uhnwcpodcast
iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400
Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr
Website: https://uhnwc.com
Work with us: https://famousfounder.com/fa
DISCLAIMER:
This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss, and an investor should be prepared to bear potential losses. Investments should only be made after thorough review with your investment advisor, considering all factors, including personal goals, needs, and risk tolerance.
View all episodes
By Chris Brodhead
5
6363 ratings
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 business.
In this episode, Chris and Todd discuss:
Connect with Todd Pisarczyk:
LinkedIn: https://www.linkedin.com/in/toddpisarczyk/
Website: https://www.momentouswealth.com/
X (Twitter): https://x.com/tpisarczyk
Podcast: The Momentous Wealth Podcast
Books Mentioned:
Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect
Maximize your marketing, close more clients, and amplify your AUM by following us on:
Instagram: https://instagram.com/ultrahighnetworthclients
TikTok: https://tiktok.com/ultrahighnetworthclients
YouTube: https://www.youtube.com/@uhnwc
Facebook: https://www.facebook.com/UHNWCPodcast
X (Twitter): https://twitter.com/uhnwcpodcast
iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400
Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr
Website: https://uhnwc.com
Work with us: https://famousfounder.com/fa
DISCLAIMER:
This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss, and an investor should be prepared to bear potential losses. Investments should only be made after thorough review with your investment advisor, considering all factors, including personal goals, needs, and risk tolerance.