Ultra High Net Worth Clients with Chris Brodhead

#41 From The Frontlines to Finance w/ Meredith Schneider, Founder, Schneider Wealth Management


Listen Later

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

Meredith Schneider (https://www.schneiderwealth.com/), is the founder of Schneider Wealth Management. Meredith has been in the financial industry for 26 years and discusses her unique path from serving in the army to becoming a prominent financial advisor. She highlights her transition to independent advising, the importance of digital marketing, and offers insights for women in the finance industry. The conversation also touches on Meredith's dedication to continuous personal and professional growth.
In this episode, Chris and Meredith discuss:
1. Gender Dynamics in the Army vs. Financial World
2. The Evolution of Work-Life Balance
3. The Unexpected Reach of Digital Footprints
4. Content Strategies for Advisors
LinkedIn: https://www.linkedin.com/in/meredith-schneider-cfp-wealth-management/

Website: https://www.schneiderwealth.com/

Twitter: https://twitter.com/mhschneider

Instagram: https://www.instagram.com/schneiderwealth

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

64 ratings


More shows like Ultra High Net Worth Clients with Chris Brodhead

View all
Exchanges by Goldman Sachs

Exchanges

978 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,200 Listeners

The Megyn Kelly Show by SiriusXM

The Megyn Kelly Show

38,577 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

121 Listeners

Moneywise by Hampton

Moneywise

645 Listeners