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

Jai Ramachandran (https://www.linkedin.com/in/jai-r-392b08/) is the Founder & CEO of Wire 3, a fiber-to-the-home internet provider transforming customer expectations across Florida. With 20+ years in telecom, investment banking, and wealth management, Jai is building an ISP focused on one thing legacy providers forgot: service.

In this episode, Chris and Jai discuss:

1. Why cable companies are losing customers by the thousands

2. How to build cheaper and scale faster by going in-house

3. The 10-minute customer response policy that drives loyalty

4. Automating everything from sign-up to install with Zapier

LinkedIn: https://www.linkedin.com/in/jai-r-392b08/

Website: https://wire3.com/

Facebook: https://www.facebook.com/Wire3LLC

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/4Guqegm2CVqkcEfMSLPEDrWebsite: 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.

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

Jai Ramachandran (https://www.linkedin.com/in/jai-r-392b08/) is the Founder & CEO of Wire 3, a fiber-to-the-home internet provider transforming customer expectations across Florida. With 20+ years in telecom, investment banking, and wealth management, Jai is building an ISP focused on one thing legacy providers forgot: service.

In this episode, Chris and Jai discuss:

1. Why cable companies are losing customers by the thousands

2. How to build cheaper and scale faster by going in-house

3. The 10-minute customer response policy that drives loyalty

4. Automating everything from sign-up to install with Zapier

LinkedIn: https://www.linkedin.com/in/jai-r-392b08/Website: https://wire3.com/Facebook: https://www.facebook.com/Wire3LLC

Maximize your marketing, close more clients, and amplify your AUM by following us on

Instagram: https://instagram.com/ultrahighnetworthclientsTikTok: https://tiktok.com/ultrahighnetworthclientsYouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastiTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400
Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.comWork 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.

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

Kimberly Stewart, CFP®, CLU®, CLTC® (https://www.ameripriseadvisors.com/kimberly.r.stewart/),  is a highly experienced financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with 32 years of expertise in investment management, insurance, and women’s financial strategies. As the founder of KRS Wealth Management, Kimberly is dedicated to empowering clients with the knowledge and tools to achieve their financial goals.

In this episode, Chris and Kimberly discuss:

1. Planting the Right Seeds: Why Authentic Relationships Matter

2. Helping Clients Make Smarter Financial Decisions Through Knowledge

3. Client-Centered Growth: How to Build a Business That Runs on Referrals

4. Thriving as a Minority in a White-Male-Dominated Industry

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

Website: https://www.ameripriseadvisors.com/kimberly.r.stewart/ 

Facebook: https://www.facebook.com/KRSWM/ 

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. 

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

Louis Diamond is the go-to consultant for elite financial advisors navigating transitions, entrepreneurs with their sights set on launching an independent firm, and business owners contemplating M&A opportunities. Known for his sharp business acumen and analytical mindset, Louis brings clarity to complexity, helping advisors make confident decisions that shape their futures—serving as a trusted guide to those evaluating how best to serve clients while maximizing long-term enterprise value.

In this episode, Chris and Louis discuss:

1. What Advisors Really Go Through Before Making a Move

2. The Big Firm Advantage Is Fading—Here’s Proof

3. Making the Move: What Smart Advisors Consider First

4. What Clients Say When Advisors Leave Big Firms

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

Website: https://www.diamond-consultants.com/ X (formerly Twitter): https://x.com/LouisDiamondDC Podcast: (iTunes) https://podcasts.apple.com/us/podcast/the-diamond-podcast-for-financial-advisors/id1305878240Spotify: https://open.spotify.com/show/4v7mreLUwSSU0PaqqL7hHD 

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. 

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

Nicholas Ockenga (https://www.sentinelgroup.com/) is a Financial Planner at Sentinel Group based in Wakefield, Massachusetts. Previously, Nicholas was a Senior Financial Wellness Educator at Sentinel Group and also held positions at North Shore Clothing, Salem Five, Capography. Nicholas joined Sentinel Group in 2018 as a Financial Wellness Educator in the Wealth Management Group.  Nicholas works closely with retirement plan sponsors on employee education and one on ones in an effort to increase the knowledge of participants to help them get more financially fit for retirement.

In this episode, Chris and Nicholas discussed:

1. Building a Business by Default vs. Design

2. The Plateau Between $250K–$300K

3. Redefining 'Ideal Clients' and Letting Go of the Wrong Ones

4. Selling the Right Result (Not Just Deliverables)

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

Website: https://go.oncehub.com/Nicholas-Ockenga 

               https://www.sentinelgroup.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. 

Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this discussion are subject to change at any time without notice. Beacon Pointe provides links for your convenience to other providers’ websites. Beacon Pointe is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve or endorse the information provided. Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  

Jenny McCosley (https://www.linkedin.com/in/jennifer-mccosley/) is a Senior Wealth Advisor based in Beacon Pointe’s North Carolina office and is responsible for partnering with the Beacon Pointe investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Jenny began her financial planning and investment management career in 2008 and has gained valuable experience working in community banking, private trust, and registered investment advisory firms. Jenny finds the people she works with as fascinating as finance, and she enjoys helping individuals and couples bring to life their retirement goals.

In this episode, Chris and Jenny discussed:

1. The Power of Curiosity in Client Conversations

2. Working with Families Who Have Children with Special Needs

3. The Role of Vulnerability in Trust-Building

4. Helping Advisors Get Comfortable with “The Messy Middle”

LinkedIn: https://www.linkedin.com/in/jennifer-mccosley/

Website: https://beaconpointe.com/contact-us/north-carolina-greensboro/jennifer-mccosley/

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.

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

Kevin Kirchheimer (https://www.ameripriseadvisors.com/kevin.w.kirchheimer/) is a Private Wealth Advisor at Jon L Myers and Associates, a financial advisory practice of Ameriprise Financial Services, LLC. With 17 years of experience, he specializes in retirement planning strategies, investments, cash flow management, insurance, and estate planning. Recognized by Forbes as a Best-in-State Next-Generation Wealth Advisor (2019, 2022-2024), Kevin has also contributed to his firm's inclusion in the Forbes Best-in-State Wealth Management Teams list (2023-2025). He is a member of the Financial Advisor IQ Leadership Council.

In this episode, Chris and Kevin discuss:

1. Surviving the Feast and Famine Cycle of Mergers & Acquisitions

2. Developing An Interest In Finance Early In Life

3. Building Referral Networks

4. How Financial Advisors Can Keep Their M&A Pipeline Full

LinkedIn: https://www.linkedin.com/in/kevin-kirchheimer-crpc%E2%84%A2-a0a2ab3b/ 

Website: https://www.ameripriseadvisors.com/kevin.w.kirchheimer/

Book: https://www.amazon.com/Millionaires-Confidence-Cure-Process-Financial/dp/B0DR61RGMQ 

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. 

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

Nick Halaris (https://nickhalaris.com/) is an investor, real estate developer, and civic leader with nearly 20 years of experience exploring what it takes to be a great investor. Through successes and setbacks, Nick has gained valuable insights, which he now shares via Profit, a platform dedicated to presenting fresh ideas and strategies for investors. His work in real estate development and civic leadership gives him a unique perspective on the economy and society, allowing him to uncover opportunities and navigate challenges. 

In this episode, Nick and Chris discuss:

1. The Surprising Psychology Behind Housing Opposition

2. How Government Inaction Keeps Housing Prices High

3. How Policy Shifts Could Open the Floodgates for Real Estate Investors

4. Will the Next Generation Unlock Real Estate Growth?

LinkedIn: https://www.linkedin.com/in/nick-halaris-4a25b93/ 

Website: https://nickhalaris.com/ 

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

X: https://x.com/NickHalaris 

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

Be part of Nick's community and sign up for his newsletter: https://nickhalaris.com/newsletter

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. 

Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: ⁠⁠⁠https://UHNWC.com/

Michael Bernberg (https://www.linkedin.com/in/michaelbernberg/ ), a seasoned financial advisor with over 33 years of experience at Ameriprise Financial Services, LLC. Michael shares his journey from the plastics industry and management consulting to becoming a top financial advisor. Learn about his unique approach to utilizing options to manage risk, his transition from Merrill Lynch to Ameriprise, and his effective strategies for client referral and financial planning. Michael also discusses his love for golf, music, and science fiction, providing a well-rounded look at his professional and personal life.

In this episode, Chris and Michael discuss:1. Career Background, Plastics, and Management Consulting.

2. Transition Into Finance, Merrill Lynch and Ameriprise.

3. Strategies For Finding New Clients And Growing The Business.

4. Personal Interests, Golf, and Science Fiction.

Connect With Michael:

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

Website: https://www.ameripriseadvisors.com/m.bernberg/

Follow us to maximize your marketing, close more clients, and amplify your AUM:

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 informational purposes only. It is not considered an offer to buy or sell any securities or investments. Investing involves risks, including potential loss of principal. Investment decisions should be made after consulting with your advisor, considering your personal goals, needs, and risk tolerance.

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

Esther Sangiovanni (http://www.msbanktx.com) is a Portfolio Manager at Main Street Bank. She is an experienced commercial loan administrator with a demonstrated history of working in the banking industry. Esther earned her MIBA in business at Nova Southeastern University.

In this episode, Chris and Esther discuss:

1. Helping Latino Entrepreneurs Separate Business and Personal Finances

2. The Mindset Shift Every Entrepreneur Needs for Financial Success

3. Stop Mixing Personal & Business Finances

4. Why Latino Entrepreneurs Must Plan for Retirement—Before It’s Too Late

LinkedIn: https://www.linkedin.com/in/esther-sangiovanni-b923ba21/ 

Website: http://www.msbanktx.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.