Ultra High Net Worth Clients with Chris Brodhead

#75 Overcoming the Challenges of Starting Out w/ Andrew Betts, Partner, Bickling Financial Services


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

Andrew Betts (https://bickling.com/) is a Certified Financial Planner and is a Partner and a Financial Advisor at Bickling Financial Services. Bickling Financial Services, located in Lexington, Massachusetts, was founded in 1984 to provide financial advisory and asset management services to individuals and families.  Andy keeps business owners and managers on track by researching and evaluating investment choices to help management maintain the optimum investment menu in each plan.

In this episode, Chris and Andrew discuss:

1. Planting Seeds for Long-Term Growth: The Power of Patience

2. How Financial Advisors Can Learn from ‘The Big Short’ and 2008

3. Women Pioneers in Finance

4. Bringing Psychology into Financial Planning

LinkedIn: https://www.linkedin.com/in/andrewhbetts/ 

Company LinkedIn: https://www.linkedin.com/company/bickling-financial-services/people/ 

Website: https://bickling.com/ 

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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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Ultra High Net Worth Clients with Chris BrodheadBy Chris Brodhead

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