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

Joel Worsfold (https://www.carsonwealth.com/locations/west-des-moines-jordan-creek-parkway/⁠) guides clients through a systemized, highly personalized process of investment planning. Then he’ll work with you to develop and review your financial goals — and life goals — to set clear expectations for designing a portfolio. This personalized approach is critical in order to connect wealth to purpose. 

In this episode, Chris and Joel discuss:

1. How Focusing Inward Transformed My Clientele

2. How Analogies and Stories Drive Lasting Client Impact

3. Providing Emotional Support to Clients

4. Growing By Specializing

LinkedIn: https://www.linkedin.com/in/joel-worsfold-0066a010/

Website: https://www.carsonwealth.com/locations/west-des-moines-jordan-creek-parkway/

Youtube: https://www.youtube.com/channel/UCBy_UNu1IXEulvJUhpBkJhQ/featured

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/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.