Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  

David Clayman (http://www.twelvepointswealth.com/) is the co-founder and CEO of Twelve Points. A passionate advocate for entrepreneurs and business owners, he is best known for helping them define their freedom from their day-to-day chaos by finding clarity regarding what they want most out of life.  

In this episode, Chris and Dave discuss:

1. How David Started His Own Practice

2. Reaching the $1 Billion Mark

3. What to Look For in a Partner

4. Having Honest Conversations With Clients

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

Website: http://www.twelvepointswealth.com/ 

Youtube: https://www.youtube.com/@TwelvePointsWealthManagement 

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Website: https://uhnwc.com 

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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 a thorough review with your investment advisor considering all factors including personal goals, needs, and risk tolerance.