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#54 Innovate, Automate, and Outsource: Growing Your Financial Advisory Business w/ Donald Morgan, Financial Consultant, Independent Wealth Connections
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Join host Chris Brodhead, MBA, on the "Ultra High Net Worth Clients Podcast" as he sits down with financial advisor Don Morgan. In this episode, Morgan shares his journey from corporate finance to founding Independent Wealth Connections. He offers valuable insights on strategic planning, innovation, and the importance of client fit in building a successful financial advisory practice. Tune in to learn how Morgan navigated challenges, embraced automation, and prepared for crises—all while maintaining a client-first approach. Perfect for advisors looking to elevate their practice.
In this episode, Chris and Donald discuss:
1. From Free to Fee: Maximizing Client Interaction
2. From Wirehouse to Independence
3. The Importance of a Crisis Management Plan
4. Manage a Financial Planning Practice Like a Business
LinkedIn: https://www.linkedin.com/in/donaldmorgan/
Company LinkedIn: https://www.linkedin.com/company/independent-wealth-connections/
Website: https://www.independentwealthconnections.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/
Join host Chris Brodhead, MBA, on the "Ultra High Net Worth Clients Podcast" as he sits down with financial advisor Don Morgan. In this episode, Morgan shares his journey from corporate finance to founding Independent Wealth Connections. He offers valuable insights on strategic planning, innovation, and the importance of client fit in building a successful financial advisory practice. Tune in to learn how Morgan navigated challenges, embraced automation, and prepared for crises—all while maintaining a client-first approach. Perfect for advisors looking to elevate their practice.
In this episode, Chris and Donald discuss:
1. From Free to Fee: Maximizing Client Interaction
2. From Wirehouse to Independence
3. The Importance of a Crisis Management Plan
4. Manage a Financial Planning Practice Like a Business
LinkedIn: https://www.linkedin.com/in/donaldmorgan/
Company LinkedIn: https://www.linkedin.com/company/independent-wealth-connections/
Website: https://www.independentwealthconnections.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.