Stephen Nelson (https://www.linkedin.com/in/stephen-nelson-cfp/) is Partner & Senior Wealth Manager at Mills Wealth Advisors, guiding business owners through complex financial decisions with a $450 million AUM perspective. His fiduciary mindset, deep investment discipline, and process-driven approach turn entrepreneurial success into generational security.

In this episode, Chris and Stephen discuss:

1. Why a unanimous three-person investment committee beats knee-jerk trades

2. The move from broker-dealer sales culture to true fiduciary service

3. A simple referral prompt that fuels high-quality client growth

4. Building 75 percent standardized, 25 percent personalized client experiences

Connect with Stephen
Website: https://www.millswealthadvisors.com/stephen-nelson/
LinkedIn: https://www.linkedin.com/in/stephen-nelson-cfp/
Instagram: https://www.instagram.com/smartmoneystephen
Twitter: https://x.com/smartmoneysn
YouTube: https://www.youtube.com/@SmartMoneyStephen
TikTok: https://www.tiktok.com/@smartmoneystephen
Facebook: https://www.facebook.com/StephenCFP

Follow Ultra High Net Worth Clients & Host Chris Brodhead
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DISCLAIMER
The views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.

Nev Kraguljevic, MBA, CSLP® (https://www.linkedin.com/in/nevkraguljevic/) is a Serbian-born financial planner at Elephant Corner Financial who spent 25 years inside higher-ed before pivoting to personal finance. Today Nev combines deep knowledge of student-loan rules, small-business cash flow, and inclusive planning to help medical-practice owners, immigrants, and LGBTQ+ families convert six-figure debt into long-term wealth.

In this episode, Chris and Nev explore:

• 1-From higher-ed career to fee-only planning pivot

  2- Student-loan strategies for medical small-biz owners

  3-“Value-first” sales method that makes prospects ask to sign

  4-Serving LGBTQ+, immigrants & first-gen wealth builders

Connect with Nev:
Website: https://www.elephantcornerfinancial.com/

https://guidingwealth.com/nev-kraguljevic/
LinkedIn: https://www.linkedin.com/in/nevkraguljevic/

Maximize your marketing, close more clients, and amplify your AUM by following us on:
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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 and Ultra High Net Worth Clients podcast (“UHNWC”) for general informational and educational purposes only. Nothing contained herein is, or should be construed as, individualized investment, legal, tax, accounting, or other professional advice, and it is not an offer to buy or sell—or a solicitation of an offer to buy or sell—any securities, financial instruments, or other investments. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results; historical returns, expected returns, or projections may not reflect actual future performance. Before making any financial decisions, you should conduct your own due diligence and consult a qualified professional who understands your specific situation, objectives, and risk tolerance. UHNWC, its hosts, guests, and associated entities expressly disclaim all liability for any direct or indirect loss or damage incurred by any person who relies on the information presented.

Shawn Ballinger (https://www.linkedin.com/in/shawn-ballinger-cfp%C2%AE-30834513/) is the Founder of Columbus Street Financial Planning, an Ohio-based, fee-only RIA overseeing $100 M in assets. After two decades advising high-net-worth families, Shawn launched his own firm in 2019 to prove that comprehensive wealth management shouldn’t cost 1 % of a client’s portfolio.

A U.S. Army National Guard veteran and past President of the FPA of Central Ohio, Shawn now serves 75+ households on a complexity-based flat fee—delivering full-spectrum planning without the sticker shock.

In this episode, Chris and Shawn discuss:

1. Scaling from zero clients to $100 M AUM in five years on a flat-fee model

2. Pricing tiers by complexity—and knowing when to raise fees

3. Organic growth through COIs, Kiwanis service, and community outreach

4. Why 50 % of great advising is client education

5. When a solo advisor should hire an intern, paraplanner, or full-time staff

Connect with Shawn:
LinkedIn: https://www.linkedin.com/in/shawn-ballinger-cfp%C2%AE-30834513/
Website: https://columbusstreetfin.com/
Email: [email protected]

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 general information purposes only. It is not an offer to buy or sell any securities or investments. Investing involves risk of loss. Discuss all decisions with a qualified advisor, considering your goals, needs, and risk tolerance.

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

Brian Moran (https://www.brianmoran.com/) is the CEO and co-founder of SamCart, a company that provides training products and tools to business owners looking to use facebook to grow their business or brand. Prior to founding SamCart, Moran was the CEO and founder of Get 10,000 Fans, a company that provided training products and tools to business owners looking to use facebook to grow their business or brand. Before Get 10,000 Fans, Moran was the CEO and founder of Train Baseball, a company that trained baseball players and coaches how to play the game of baseball better.

In this episode, Chris and Brian discuss:

1. Bringing Fortune 500 Power to Everyday Entrepreneurs

2. Ditching Annual Goals for Weekly Wins

3. What Entrepreneurs Get Wrong About Productivity

4. Why Vision Matters More Than Strategy

LinkedIn: https://www.linkedin.com/in/brian-moran-13836115/ 

Website (company): https://www.samcart.com/ 

              (personal): https://www.brianmoran.com/ Facebook: https://www.facebook.com/followbrian/ 

Instagram: https://www.instagram.com/brianmoran13/ 

X: https://x.com/realbrianmoran 

TikTok: https://www.tiktok.com/@samcartfounder 

YouTube: https://www.youtube.com/@BrianMoranSC 

Podcast: https://open.spotify.com/show/2sYCLoGePAGp0etV2OtI8F

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.

Scott Franklin (https://www.linkedin.com/in/scott-franklin-7a653b19/) is the Founder & CEO of Lumos Solar, a Colorado firm turning carports, canopies, and facades into high-performance solar generators. A former professional rock climber, Scott now applies the same grit to building architectural solar that looks as good as it performs—powering brands like Porsche while keeping cars and people shaded.

In this episode, Chris and Scott cover:

1. How overhead solar carports can meet 100 % of U.S. power demand

2. Why aesthetics—not tech—are the real barrier to solar adoption

3. The business math that makes shade, energy, and EV charging a triple win

4. Modular “solar-as-building-material” solutions for architects and owners

Connect with Scott & Lumos Solar:
Website: https://lumossolar.com
LinkedIn: https://www.linkedin.com/in/scott-franklin-7a653b19/
X: https://x.com/scottfranklin

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 general information only. It is not an offer to buy or sell securities. Investing involves risk of loss. Always consult a qualified advisor before making financial decisions.

David Snider (https://www.linkedin.com/in/sniderdavida/) is the Founder & CEO of Harness Wealth, a platform that pairs modern tax software with a curated marketplace of elite CPAs, financial advisors, and trust-and-estate professionals. After stints at Bain Capital and Compass—where he helped raise $300 M and reach a $1.8 B valuation—David set out to fix the fragmented tax experience for equity owners and growing businesses.

In this episode, Chris and David cover:

1. Why most founders miss huge tax-planning opportunities—and how Harness closes the gap

2. The tech stack that lets CPAs spend less time chasing documents and more time advising

3. Harness’s marketplace model: matching clients to vetted specialists without big-firm markups

4. Lessons from Bain & Compass on scaling trust-based advisory businesses

Connect with David & Harness Wealth:
Website: https://www.harness.co
LinkedIn: https://www.linkedin.com/in/sniderdavida/
X: https://x.com/davidsniderhw

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 for general information purposes only. This content is not intended to be and should not be construed as an offer to buy or sell any securities or other investments. Investing involves risk, including the possible loss of principal. Investors should be prepared to bear potential losses and should carefully consider their own investment objectives, risk tolerance, financial situation, and needs before making any investment decision. Past performance is not indicative of future results. Always consult with a qualified financial, legal, or tax professional before implementing any strategy discussed herein.

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

Adrian G. Davies (https://www.linkedin.com/in/adriandavies1/) is the President and Portfolio Manager at Woodstock Corporation—In addition to providing portfolio management and financial consulting services for individual clients, Adrian G. Davies is the firm’s Chief Investment Officer and Chief Operations Officer. He also has analytical responsibilities for covering technology and business services stocks and directs the firm’s information technology strategy.

In this episode, Chris and Adrian discuss:

1. Why Most People Ignore Portfolio Managers—Until They Don’t

2. Building Lasting Client Relationships in Wealth Management

3. Navigating Market Cycles

4. Word-of-Mouth Growth

LinkedIn: https://www.linkedin.com/in/adriandavies1/

Website: https://www.woodstockcorp.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. 

Jerry Luftman, Ph.D. (https://www.linkedin.com/in/luftman/) is Founder & Managing Director of the Global Institute for IT Management. After 22 years at IBM—culminating as CIO—he built one of the world’s largest Information Systems programs at Stevens Institute of Technology, then launched GIIM to close the leadership gap between fast-moving tech and slower-moving organizations. His Strategic Alignment Maturity Model is used by one-third of Global 1000 firms, and his annual IT-trends study is an industry benchmark.

In this episode, Chris and Jerry cover:

1. Why AI & blockchain projects stall—and the fixes that work

2. The four leadership skills every technologist needs in 2025

3. Co-branding executive programs with universities and enterprises

4. Using the Strategic Alignment Maturity Model to measure digital readiness

Connect with Jerry:
LinkedIn: https://www.linkedin.com/in/luftman/
Website: https://www.globaliim.com
Books: https://www.amazon.com/Competing-Information-Age-Align-Sand-ebook/dp/B0054WBO3G?ref_=ast_author_mpb

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 general information only. It is not an offer to buy or sell securities. Investing involves risk of loss. Consult a qualified advisor before making decisions.

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

For over 20 years, Robert Schultz (https://www.robschultzwealth.com/) has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician’s unique and growing practice. He is a Certified Financial Planner currently connected with Artisan Capital Partners, formerly NWF Advisory.

In this episode, Chris and Robert discuss:

1. Helping Clients Manage Saving vs. Spending Conflicts

2. Growing Your Practice Through Educational Seminars

3. Working with Negative Net Worth Clients

4. How to Help Your Clients Transition from Debt to Wealth

LinkedIn: https://www.linkedin.com/in/rob-schultz-cfp%C2%AE-cdfa%C2%AE-9315513a/ 

Website: https://www.robschultzwealth.com/        https://www.artisancap.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. 

David W. Anderson is the CEO & Founder of Off Madison Ave, a strategic marketing agency generating $2M+ in monthly revenue. With over 25 years of experience and four successful acquisitions under his belt, David helps companies thrive through innovation, team leadership, and high-impact decision-making. He also serves as Advisory Board Chair at LighthousePE and is the former Global Chair of the Entrepreneurs’ Organization (EO).

In this episode, Chris and David discuss:

1. Why visionary leaders must think five steps ahead

2. How AI and global talent are reshaping business operations

3. What separates A-players from support players in modern teams

4. Why most companies are failing to adopt fast enough

5. How to future-proof your business with the right tools and people

   
   

Connect with David:
LinkedIn
Website

Maximize your marketing, close more clients, and amplify your AUM by following us on:
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TikTok
YouTube
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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.