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

Ross Mannino, CFP® (LinkedIn), is a Managing Director at Ameriprise Financial Services, LLC, with over 34 years of experience in the financial industry. In this episode, Ross shares his inspiring journey from starting as a 19-year-old cold caller to managing $800 million in assets. Learn how mentorship, innovation, and client trust have shaped his success. Ross also dives into the challenges and opportunities of succession planning, the role of AI in finance, and strategies for growing multi-generational wealth.

In this episode, Chris and Ross discuss:

Connect With Ross Mannino:

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

Website: https://www.ameripriseadvisors.com/ross.mannino/

Work With Ross: https://www.ameripriseadvisors.com/team/wealth-planning-strategies/

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

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

Twitter: ⁠⁠https://twitter.com/uhnwcpodcast⁠⁠

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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, How To Find Ultra High Net Worth Clients, here: ⁠⁠⁠https://UHNWC.com/⁠⁠⁠

Krishna Velaga, is the Founder and Chief Investment Officer of Velaga Advisors. Krishna shares his journey from a career in IT to becoming a successful financial advisor. He discusses his interest in finance, obtaining his MBA, pursuing CFA credentials (completed the first two levels), and eventually starting his advisory firm. The discussion also covers how Krishna leverages technology and plans to incorporate AI into his services. Tune in for insights on tax planning, alternative investments, and Krishna’s future vision for wealth management.

In this episode, Chris and Krishna discuss:

2-The Role of Technology in Financial Advisory

3-Private Investments and Client Differentiation

4-Ideal Client Profile and Marketing Strategies

Connect With Krishna:

Website: https://www.velagaadvisors.com/

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

Instagram: ⁠⁠⁠https://instagram.com/ultrahighnetworthclients⁠⁠⁠

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

Twitter: ⁠⁠⁠https://twitter.com/uhnwcpodcast⁠⁠⁠

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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, How To Find Ultra High Net Worth Clients, here: ⁠⁠⁠https://UHNWC.com/⁠⁠⁠

Laurence Kim is an Investment Consultant and VP at Simplify Asset Management Inc. Larry shares his journey from starting with JP Morgan right out of college to becoming a senior consultant at Fidelity and playing a key role in launching multiple mutual funds. They discuss the shift from mutual funds to ETFs, the impact of fiduciary models, and how Simplify is democratizing finance for financial advisors. Learn about innovative financial products and the future of ETFs in this insightful conversation.

In this episode Chris and Laurence Discuss:

1. Career Journey from JP Morgan to Fidelity and Simplify

2. Transition from Mutual Funds to ETFs

3. Innovative Financial Products at Simplify Asset Management

4. Potential Impact of Blockchain on Future Financial Products

Connect With Laurence:

LinkedIn: https://www.linkedin.com/in/laurencekim/ Website: https://www.simplify.us/

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

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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/  

Crystal Lee Butler, MBA (https://crystalmarketingsolutions.com/), is the founder and marketing strategist behind Crystal Marketing Solutions (CMS), a premier financial advisor marketing agency that delivers done-for-you marketing services dedicated specifically to independent financial advisors and small advisory firms. With two decades of experience, CMS excels in developing personalized, compliance-friendly marketing strategies that streamline and execute all aspects of their clients' marketing ecosystem.

In this episode, Crystal and Chris discuss:

1. Growing Your Practice with Consistent Marketing

2. How to Create High-Impact Content Without Overwhelm

3. How to Leverage Publications to Boost Your Authority

4. Using Client Success Stories to Attract More Business

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

Website: https://crystalmarketingsolutions.com/ 

Facebook: facebook.com/crystalmarketingsolutions

X (formerly Twitter): x.com/crystallbutler

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 ⁠UHNWC.com⁠.

About This Episode:
Todd Pisarczyk (LinkedIn) is the Founder and CEO of Momentous Wealth Management. Todd shares his journey from starting his practice right out of college to leading a firm with $400 million in assets under management. They discuss the importance of creating processes, how Todd is preparing his firm for the next generation, and the impact of personalized client service. Todd emphasizes the value of hospitality in financial services and offers practical tips on building a referable and lasting business.

In this episode, Chris and Todd discuss:

Connect with Todd Pisarczyk:

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

X (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. Investments should only be made after thorough review with your investment advisor, considering all factors, including personal goals, needs, and risk tolerance.

Instagram: @denverjaysmith

X: @SmithDenve72037

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

Paul C. Ragone (https://www.iws.one/team/paul-ragone) is the founder and President of Integrity Wealth Services. Paul has over 20 years of experience as a financial advisor, an Accredited Wealth Management Advisor (AWMA), and an Accredited Asset Management Specialist (AAMS). Paul emphasizes client education and communication, which helps eliminate much of the distractions most investors face each day. 

In this episode, Chris and Paul discuss:

1. From Orphan Clients to Million-Dollar Success

2. How to Build Client Trust When Starting from Scratch

3. Why Physicians and Engineers Make Great Clients—And How to Serve Them

4. Handling Regulation Challenges 

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

Website: https://www.iws.one/team/paul-ragone 

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/  

Brian Goodstadt (https://www.linkedin.com/in/briangoodstadt/) is a wealth management professional at Paragon Capital, where he specializes in providing investment management, tax planning, retirement planning, and comprehensive wealth management services to high-net-worth individuals. Operating on a fee-only basis. With over 30 years of experience in the investment industry and more than 15 years of working directly with individual clients, Brian is passionate about helping his clients achieve their financial goals. 

In this episode Chris and Brian discuss:

1. Why Building Trust Outweighs Short-Term Gains

2. Listening as a Superpower

3. Why Integrity is Non-Negotiable in Wealth Management

4. Understanding Stock Options and Restricted Awards

LinkedIn: https://www.linkedin.com/in/briangoodstadt/ Website: https://www.paragoncapitalco.com/team/brian-goodstadt 

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/⁠⁠⁠⁠⁠ 

Sam Kaplowitz ( https://www.linkedin.com/in/skaplowitz/ ), is the Vice President and an Investment Advisor at Breachway Investments. Sam discusses his journey from working at Wells Fargo and Merrill Lynch to founding his own independent firm. He shares valuable insights on serving high-net-worth clients, building strong client relationships, and specializing in niches like veterinarians and business owners.

In this episode, Chris and Sam discuss:

1- From Banking to Financial Advisory

2- The Impact of Going Independent

3- Finding New Clients as an Independent Advisor

4- The Importance of Personalized Service in Financial Advising.

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

Website: https://www.breachwayinvestments.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/  

Chad Hufford (https://www.veritasalaska.com/), born and raised in Anchorage, Alaska, is the founder of Veritas, a financial services firm he established in 2014. With over a decade of experience, Chad is the longest-tenured Ramsey SmartVestor Pro in Alaska. He combines his passion for holistic financial planning with a coaching mindset, helping clients across the U.S. achieve financial freedom.

In this episode, Chris and Chad discuss:

1. Helping Clients Navigate Financial Anxiety

2. Turning Stress into Strategy

3. Balancing Work-Life Harmony as a Financial Advisor

4. Alaska’s Unique Demographics and What Advisors Can Learn

LinkedIn: https://www.linkedin.com/in/chad-hufford-066208100/ Company LinkedIn: https://www.linkedin.com/company/veritas-wealth-management/ 

Website: https://www.veritasalaska.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.