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

Matthew Mandell (https://www.linkedin.com/in/matthewlmandell/) is a Private Wealth Advisor and Managing Director of Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. With a Bachelor’s degree in Finance from Pennsylvania State University and prestigious designations including CFP®, CRPC™, and RICP®, Matthew provides expert financial planning and investment strategies for high-net-worth clients.

In this episode, Chris and Matthew discuss:

1. The 10X Mindset

2. How to Turn Clients into Advocates

3. The Power of Networking

4. When to Hire, When to Partner, and When to Stay Solo

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

Website: https://www.ameripriseadvisors.com/matthew.l.mandell/ 

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/  

Matt Zeigler (https://sunpointeinvestments.com/) is a Managing Director and Wealth Advisor at Sunpointe Investments. He believes everyone deserves to be heard and communicated in terms they can understand. Over his 18+ year career in financial services, he’s gained a tremendous respect for complexity, and a healthy disdain for needless complications. Matt’s talent-turned-skill is engaging people empathetically around their unique situations.

In this episode, Chris and Matt discuss:

1. Helping Clients Feel Heard, Informed, and Inspired

2. How Financial Advisors Can Use Unexpected Analogies to Win Clients

3. How to Get High-Value Clients Without Cold Outreach

4. The Unexpected Networking Strategy That Builds Trust Instantly

LinkedIn: https://www.linkedin.com/in/matt-zeigler/ 

Website:(Personal) - https://cultishcreative.com/ (Company) - https://sunpointeinvestments.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. 

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

Braydan Young (https://www.sendoso.com/) is the Co-Founder and Growth Leader at Sendoso, the world’s first Sending Platform (SP) designed to help companies rise above the noise and foster meaningful relationships at scale. With over seven years of experience building and scaling Sendoso, Brayden is passionate about revolutionizing communication through personalized and memorable experiences for prospects and customers.

In this episode, Chris and Braydan discuss:

1. The Power of Partnerships: Why Selling Alone is a Losing Game

2. How to Personalize Gifts for Maximum Impact

3. The Hidden ROI of Corporate Gifting & How to Track It

4. The Science of Reciprocity

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

Website: https://app.pitchfire.com/@braydan-young 

               https://www.sendoso.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. 

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

Marc Shaffer (https://searcyfinancial.com/⁠ ) is a CERTIFIED FINANCIAL PLANNER professional and member of the Financial Planning Association. Serving clients as Principal and CFO at Searcy Financial Services, Inc. in Overland Park, KS, and the surrounding communities. Marc specializes in helping his clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and actively monitoring their financial plans.

In this episode, Marc and Chris discuss:

1. Helping Clients Define Their Financial Legacy

2. The Art of Connecting Clients with the Right Resources

3. How FinTech is Changing the Role of Financial Advisors

4. Breaking the Minimum Barrier

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

Website: https://searcyfinancial.com/ 

               https://www.allosadvisors.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. 

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

Lauren Gadkowski Lindsay (https://www.beaconfinancialplanning.com/team-member/lauren-gadkowski-lindsay) is a CERTIFIED FINANCIAL PLANNER® with 25 years of experience. She is passionate about comprehensive, fee-only financial planning and excited to bring the Beacon Financial Planning experience to Houston, Texas. Lauren works with clients in Houston and other parts of the United States and has been working virtually with clients since 2008. 

In this episode, Chris and Lauren discuss:

1. From Teacher to Financial Planner

2. The Role of Public Speaking in Growing Your Financial Practice

3. How Financial Advisors Can Build Trust Through Education

4. How to Guide Clients Through Tough Decisions

LinkedIn:https://www.linkedin.com/in/lauren-gadkowski-lindsay-cfp-r-3236484/ 

Website:https://www.beaconfinancialplanning.com/team-member/lauren-gadkowski-lindsay 

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/  

Corwin Davidson (https://hillcountrywealth.com/) is a Certified Exit Planner at Hill Country Business Strategies and an Investment Advisor at Hill Country Wealth Strategies. Their exit planning practice aims to help owners launch better business transitions and educate owners about their exit options. Their ExitMap Express process empowers us to develop trust-based, collaborative relationships built around a structured coaching discovery process that helps business owner clients envision life after their business.

In this episode, Chris and Corwin discuss:

1. The Role of Exit Planning in Financial Advisory Services

2. Understanding the Exit Map

3. How to Coach Business Owners Toward Seamless Succession Planning

4. The Importance of Personal Vision in Exit Planning

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

Website: https://hillcountrywealth.com/https://www.hillcobiz.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. 

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

With over 30 years of financial expertise in the U.S. and abroad, Christian Nana Tanke (https://www.nanatanke.com/) specializes in Private Placements Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA). His focus is on crafting personalized insurance and annuity solutions for high-net-worth individuals and families, providing them with a tax-efficient investment environment.

In this episode, Chris and Christian discuss:

1. Mastering Private Placement Life Insurance

2. The Power of Networking

3. Breaking Into the High-Net-Worth Market

4. The Hidden Wealth Strategies of High-Net-Worth Individuals

LinkedIn:https://www.linkedin.com/in/christian-nana-cfa-0a85932/ 

Website:https://www.nanatanke.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. 

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

Joanne Burke (https://birchstreetadvisors.com/) is a founder and wealth advisor serving clients at Birch Street Financial Advisors in Vienna, VA, and the surrounding communities. She is also a member of the Financial Planning Association. 

Navigating taxes led her to a passion for financial planning, from KPMG to founding Joanne Ehreth Burke CPA PLLC and Birch Street Financial Advisors. Holding the CERTIFIED FINANCIAL PLANNER™ and CPA/PFS designations, Joanne specializes in strategies for pre-retirees and retirees. She is actively engaged in professional organizations and brings a holistic approach to financial guidance. 

In this episode, Joanne and Chris discuss:

1. Why Financial Advisors Should Master Tax Planning

2. More to Family, Less to Uncle Sam

3. How to Leverage CPA Referrals to Grow Your Financial Advisory Business

4. The Key to Building Long-Term Client Relationships in Finance

LinkedIn:https://www.linkedin.com/in/joanne-burke-cfp%C2%AE-cpa-pfs-mtax-15a8a85/ 

Website:https://birchstreetadvisors.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. 

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

Daniel J. Traub (https://www.linkedin.com/in/daniel-traub-2bb3659/), is a Senior Financial Advisor at Montis Financial. With over three decades of experience. Dan shares his journey in the financial industry, starting from a unique mom-and-pop shop in 1988 to founding his firm, Tempo Financial Advisors, in 2008. Dan discusses the pivotal decisions in his career, the importance of personalized financial planning and shares insights on working with high-net-worth clients.

In this episode, Chris and Dan discuss: 1. The Evolution of Financial Advisory Practices 2. Forming Tempo Financial Advisors 3. Transitioning and Merging Firms 4. Focusing on Client Needs and Education

Connect With Daniel Traub:

LinkedIn:https://www.linkedin.com/in/daniel-traub-2bb3659/

Website:https://montisfinancial.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. 

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

About This Episode
Paul Stack (https://www.linkedin.com/in/paul-stack-apma%E2%84%A2-70166525/), an Accredited Portfolio Management Advisor, is a Financial Advisor at Wisdom Rock Financial Advisory Group, a private wealth advisory practice of Ameriprise Financial Services.

In this episode, Paul shares his inspiring journey of transitioning from a 30-year career as a Social Studies teacher to becoming a financial advisor. Leveraging his background in education, Paul provides unique insights into client service and communication.

Key Topics Discussed

1. Paul’s Career Transition: From Teaching to Financial Advising
2. The Value of Tax Expertise in Wealth Management
3. Client Engagement and Effective Communication Strategies
4. How Community Involvement Supports Advisory Practice Growth

Connect With Paul Stack

LinkedIn: https://www.linkedin.com/in/paul-stack-apma%E2%84%A2-70166525/ 

Website: https://www.ameripriseadvisors.com/team/wisdom-rock-financial-advisory-group/ Maximize Your Marketing and Amplify Your AUM
Follow Ultra High Net Worth Clients on social media:

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 and does not constitute an offer to buy or sell securities or investments. Investing involves risk, including potential loss of principal. Please consult your investment advisor to evaluate your personal goals, risk tolerance, and needs before making investment decisions.