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 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 Client Trust When Starting from Scratch

3. Why Physicians and Engineers Make Great Clients—And How to Serve Them

4. Handling Regulation Challenges 

LinkedIn: https://www.linkedin.com/in/integritywealthservices/ 

Website: https://www.iws.one/team/paul-ragone 

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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. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.