Ultra High Net Worth Clients with Chris Brodhead

#15 The Art Of Serving Ultra High Net Worth Clients w/ Chad Willardson, President, Pacific Capital

Listen Later

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


Chad Willardson (https://www.chadwillardson.com/) is the founder and president of Pacific Capital. Before founding Pacific Capital, Chad dedicated nine years to Merrill Lynch Wealth Management, where he not only climbed the ranks to Senior Vice President but also found himself recognized in the top 2% nationally. Chad is a graduate of Harvard Business School of Executive Education, Brigham Young University, and the author of three best-selling books.

In today's episode, Chris and Chad talk about:

  1. How he got his start in the financial industry
  2. The art of landing high net-worth clients
  3. Financial skills we should be teaching our children
  4. Being authentic as an advisor

    5. Websites:

    1. https://pacificcapital.com/
    2. https://www.chadwillardson.com/

      3. LinkedIn: https://www.linkedin.com/in/chadwillardson/

      Instagram: https://www.instagram.com/chad.willardson/

      Podcast: https://podcasts.apple.com/us/podcast/smart-money-parenting-audio-edition/id1661833356

      Chad's Books:

      1. Smart Not Spoiled: https://www.amazon.com/Smart-Not-Spoiled-Skills-Leaving-ebook/dp/B09DRLLZYM
      2. Stress-Free Money: https://www.amazon.com/gp/product/B08J3MS95R/ref=dbs_a_def_rwt_bibl_vppi_i1
      3. Beyond the Money: https://www.amazon.com/gp/product/B0BH9K82NV/ref=dbs_a_def_rwt_bibl_vppi_i0

        4. -----------------------------------------------------------------------------------------------------------------------

        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

        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/


        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.

        ...more
        View all episodesView all episodes
        Download on the App Store
        Ultra High Net Worth Clients with Chris BrodheadBy Chris Brodhead
        • 5
        • 5
        • 5
        • 5
        • 5

        5

        63 ratings