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Share #109 The Journey from Plastics to Portfolios w/ Michael N. Bernberg, Financial Advisor & Associate VP, Ameriprise Financial Services, LLC.
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#109 The Journey from Plastics to Portfolios w/ Michael N. Bernberg, Financial Advisor & Associate VP, Ameriprise Financial Services, LLC.
Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: https://UHNWC.com/
Michael Bernberg (https://www.linkedin.com/in/michaelbernberg/ ), a seasoned financial advisor with over 33 years of experience at Ameriprise Financial Services, LLC. Michael shares his journey from the plastics industry and management consulting to becoming a top financial advisor. Learn about his unique approach to utilizing options to manage risk, his transition from Merrill Lynch to Ameriprise, and his effective strategies for client referral and financial planning. Michael also discusses his love for golf, music, and science fiction, providing a well-rounded look at his professional and personal life.
In this episode, Chris and Michael discuss:1. Career Background, Plastics, and Management Consulting.
2. Transition Into Finance, Merrill Lynch and Ameriprise.
3. Strategies For Finding New Clients And Growing The Business.
4. Personal Interests, Golf, and Science Fiction.
Connect With Michael:
LinkedIn: https://www.linkedin.com/in/michaelbernberg/
Website: https://www.ameripriseadvisors.com/m.bernberg/
Follow us to maximize your marketing, close more clients, and amplify your AUM:
Instagram: https://instagram.com/ultrahighnetworthclients
TikTok: https://tiktok.com/ultrahighnetworthclients
YouTube: https://www.youtube.com/@uhnwc
Facebook: https://www.facebook.com/UHNWCPodcast
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 general informational purposes only. It is not considered an offer to buy or sell any securities or investments. Investing involves risks, including potential loss of principal. Investment decisions should be made after consulting with your advisor, considering your personal goals, needs, and risk tolerance.
View all episodes
By Chris Brodhead
5
6464 ratings
Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: https://UHNWC.com/
Michael Bernberg (https://www.linkedin.com/in/michaelbernberg/ ), a seasoned financial advisor with over 33 years of experience at Ameriprise Financial Services, LLC. Michael shares his journey from the plastics industry and management consulting to becoming a top financial advisor. Learn about his unique approach to utilizing options to manage risk, his transition from Merrill Lynch to Ameriprise, and his effective strategies for client referral and financial planning. Michael also discusses his love for golf, music, and science fiction, providing a well-rounded look at his professional and personal life.
In this episode, Chris and Michael discuss:1. Career Background, Plastics, and Management Consulting.
2. Transition Into Finance, Merrill Lynch and Ameriprise.
3. Strategies For Finding New Clients And Growing The Business.
4. Personal Interests, Golf, and Science Fiction.
Connect With Michael:
LinkedIn: https://www.linkedin.com/in/michaelbernberg/
Website: https://www.ameripriseadvisors.com/m.bernberg/
Follow us to maximize your marketing, close more clients, and amplify your AUM:
Instagram: https://instagram.com/ultrahighnetworthclients
TikTok: https://tiktok.com/ultrahighnetworthclients
YouTube: https://www.youtube.com/@uhnwc
Facebook: https://www.facebook.com/UHNWCPodcast
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 general informational purposes only. It is not considered an offer to buy or sell any securities or investments. Investing involves risks, including potential loss of principal. Investment decisions should be made after consulting with your advisor, considering your personal goals, needs, and risk tolerance.
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