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#46 Building A Billion Dollar Portfolio w/ Rose Price, Partner, VLP Financial Advisors
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Rose M. Price (https://www.vlpfa.com/), is a 24-year financial advisor veteran. She discusses her path into finance, the role of empathy in client relationships, and VLP Financial Advisors' team-oriented culture. Rose also shares strategies for networking and her firm's growth goals.
In this episode, Chris and Rose discuss:
1. The Importance of Client Relationships
2. Networking and Strategic Partnerships
3. Specialized CPA Strategies
4. Diverse Client Niches
LinkedIn: https://www.linkedin.com/in/rose-price-cfp%C2%AE-aif%C2%AE-12b50b8/
Website: https://www.vlpfa.com/
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.
View all episodes
By Chris Brodhead
5
6363 ratings
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Rose M. Price (https://www.vlpfa.com/), is a 24-year financial advisor veteran. She discusses her path into finance, the role of empathy in client relationships, and VLP Financial Advisors' team-oriented culture. Rose also shares strategies for networking and her firm's growth goals.
In this episode, Chris and Rose discuss:
1. The Importance of Client Relationships
2. Networking and Strategic Partnerships
3. Specialized CPA Strategies
4. Diverse Client Niches
LinkedIn: https://www.linkedin.com/in/rose-price-cfp%C2%AE-aif%C2%AE-12b50b8/
Website: https://www.vlpfa.com/
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.