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Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Franklin J. Parker (https://directional-advisors.com/) is a financial advisor with a unique background. Franklin shares his journey from growing up on a cattle ranch and pursuing a music degree to accidentally becoming a financial advisor during the 2008 financial crisis. Despite facing challenges, Franklin stuck with finance and developed a passion for providing hyper-customized investment management and financial planning. He discusses the transition from traditional financial advising towards a goals-based approach that caters to individual client needs. Franklin also talks about his experiences working in a family office, the importance of meaningful conversations with clients, and how entrepreneurship is a powerful force.
In this episode, Chris and Franklin discuss:
1. Challenges in Financial Planning and Scalability
2. The Power of Hiring Experts
3. Navigating the Complexity of Business Ownership
4. The Art of Networking: Beyond Who You Know
Books Mentioned:
1- The Sun Also Rises by Ernest Hemingway (https://www.amazon.com/Sun-Also-Rises-Ernest-Hemingway/dp/0743297334)
2- For Whom The Bell Tolls (https://www.amazon.com/Whom-Bell-Tolls-Ernest-Hemingway/dp/0684803356)
LinkedIn: https://www.linkedin.com/in/franklinparker/
Website: https://directional-advisors.com/
Twitter: https://twitter.com/FranklinParker1
Twitter (company): https://twitter.com/DirectionalAdv
Research: https://franklinparker.com/research/
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.
5
6464 ratings
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Franklin J. Parker (https://directional-advisors.com/) is a financial advisor with a unique background. Franklin shares his journey from growing up on a cattle ranch and pursuing a music degree to accidentally becoming a financial advisor during the 2008 financial crisis. Despite facing challenges, Franklin stuck with finance and developed a passion for providing hyper-customized investment management and financial planning. He discusses the transition from traditional financial advising towards a goals-based approach that caters to individual client needs. Franklin also talks about his experiences working in a family office, the importance of meaningful conversations with clients, and how entrepreneurship is a powerful force.
In this episode, Chris and Franklin discuss:
1. Challenges in Financial Planning and Scalability
2. The Power of Hiring Experts
3. Navigating the Complexity of Business Ownership
4. The Art of Networking: Beyond Who You Know
Books Mentioned:
1- The Sun Also Rises by Ernest Hemingway (https://www.amazon.com/Sun-Also-Rises-Ernest-Hemingway/dp/0743297334)
2- For Whom The Bell Tolls (https://www.amazon.com/Whom-Bell-Tolls-Ernest-Hemingway/dp/0684803356)
LinkedIn: https://www.linkedin.com/in/franklinparker/
Website: https://directional-advisors.com/
Twitter: https://twitter.com/FranklinParker1
Twitter (company): https://twitter.com/DirectionalAdv
Research: https://franklinparker.com/research/
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.
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