Ultra High Net Worth Clients with Chris Brodhead

#9 Attracting Your Ideal Clients w/ Shannon McLay, Founder & CEO, The Financial Gym, Inc


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Shannon McLay (https://financialgym.com/) is the CEO and founder of The Financial Gym, a revolutionary financial services company focused on financial wellness for all. After a 13-year career in finance, ultimately working for Bank of America Merrill Lynch, assisting high net worth individuals, Shannon recognized the need to create a financial services company that would provide clients of all financial shapes and sizes the financial partner they needed to achieve their goals.
The Financial Gym is a national, personal financial services company that takes a fitness-inspired approach to its clients’ finances. Certified Financial Trainers or your B.F.F. (Best Financial Friend) work one-on-one with clients on a regular basis to teach them financial literacy, how to be accountable for their money, how to make smarter, more strategic decisions about their finances; and most importantly how to have a healthy relationship with money.
LinkedIn: https://www.linkedin.com/in/shannon-mclay-8b24539/
Website: https://financialgym.com/
Twitter: https://twitter.com/blonde_finance
Instagram: https://www.instagram.com/thefinancialgym/
TikTok: https://www.tiktok.com/@thefinancialgym
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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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