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

Alonso Rodriguez Segarra (https://advise-financial.com/) is a CERTIFIED  FINANCIAL PLANNER™ who provides hourly, fee-only, and fiduciary financial planning services. He has over 20 years of experience in the financial world and has been named among the Top 100 Financial Advisors in the US by Investopedia. I'm not a really good golfer, but my two daughters are on their way to becoming fantastic golfers. He is presently the CEO of Advise-Financial.

In this episode, Chris and Alonso discuss:

1. The Value of Tax Planning for Your Clients

2. Turning Hourly Services into Recurring Revenue Streams

3. The Rise of Bilingual Financial Education

4. The Pros and Pitfalls of Lead Generation Services for Financial Advisors

LinkedIn: linkedin.com/in/alonso-rodriguez-segarra-cfp®-81901686 

Website: https://advise-financial.com/ 

Instagram: https://www.instagram.com/alonsofinanzas/ YouTube: https://www.youtube.com/@AdviseFinancial Spanish YouTube: https://www.youtube.com/@advisefinancial1515 

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/⁠  

In this episode Chris and Tim discuss:

1- Evolution of the Industry

3- Community Involvement and Client Acquisition

4- Team Building and Succession Planning

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

Website: https://www.ameripriseadvisors.com/team/the-henry-group/

Twitter: https://x.com/timothymhenry1

Facebook: https://web.facebook.com/timhenryameriprise/

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/⁠

Trey Smith, CFP®, ChFC®, CIMA®, CPWA®, CRPC®, is a Financial Advisor and the Senior Managing Director at Truist Wealth with 25 years of experience and $1.1 billion in assets under management. Trey shares his journey in wealth management, highlighting pivotal career moments and his client-first philosophy. He emphasizes the importance of trust, financial coaching, and uncovering blind spots for clients.

In this episode, Chris and Trey discuss:

1. Succession Planning

2. Building a Legacy

3. Handling Client Relationships

4. Forward-thinking Financial Strategies

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

Website: https://www.truist.com/

https://www.truist.com/finder/wealth/the-smith-group-of-truist-investment-services-inc-nashville-tn-37203

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/

Bill Roth, is the Co-Founder and CEO of HardTarget, a company specializing in cyber preparedness for ultra-high-net-worth families using gamification. Bill shares his journey from a serial entrepreneur to developing unique cybersecurity solutions for high-value clients. Learn about common threats, the importance of cyber literacy, and practical tips for enhancing your digital security.

In this episode, Chris and Bill discuss:

1. The Genesis of HardTarget

2. Threats to High Net Worth Families

3. Gamification and Cyber Preparedness

4. Practical Cybersecurity Tips for Families

LinkedIn: https://www.linkedin.com/in/bill-roth/

Website: https://www.hardtarget.ai/

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

Since 1999, clients have chosen to work with Greg McLaughlin (http://www.gregorymclaughlin.com) because he is a caring and dedicated professional who focuses on building significant relationships based on trust. Greg and his team have crafted a unique four step planning process to assist clients as they prepare for the psychological shift that occurs during retirement. The goal is for clients to look at their financial picture through a 360 degree lens while balancing two very important concepts; emotions and finance. 

In this episode, Chris and Greg discuss:

1. Expanding Your Network Through Sports, Schools, and More

2. The Power of Asking the Right Questions

3. Why Your Energy Level Matters in Client Communication

4. How Emotional Intelligence and Empathy Build Client Loyalty

LinkedIn: linkedin.com/in/greg-mclaughlin-ms-cfp®-bfa-™-aif®-3386174 

Website: https://www.livingwellteamcfg.com/ 

               https://www.centinelfinancialgroup.com/ 

               www.gregorymclaughlin.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/⁠⁠  

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

LinkedIn: ⁠https://www.linkedin.com/in/tim-newton-70b692b/⁠ 

Website: ⁠https://www.newtonfinancialsolutions.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/

Eric Van Ness (https://evanness.wradvisors.com/) is a financial advisor at Waddell & Reed. In Today's episode, he discusses his fascinating journey from military service to financial advising. Eric shares insights on balancing college and military training, embarking on a financial advisory career, and cultivating client relationships through strategic networking.

In this episode, Chris and Eric discuss:

1. Optimizing Your Solo Practice

2. Continuous Learning and Recommended Books

3. Maintaining a Work-Life Balance

4. Future Plans & Goals

LinkedIn: https://www.linkedin.com/in/eric-van-ness-mba-cfp%C2%AE-5b756241/

Website: https://evanness.wradvisors.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/ ⁠

H. Adam Holt, is the founder and CEO of Asset-Map. Adam discusses his innovative approach to financial advising, which uses visual tools to accelerate and enhance client conversations, leading to significant business growth. Discover Adam's journey from a life insurance agent to a tech company founder, his insights on effective client engagement, and the influential role of mentorship in his career.

Podcast: https://rethinkfinancialadvisorpodcast.blubrry.net/

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

Ron Sachs (https://sachsmedia.com/) is the CEO and Founder of Sachs Media Group. Sachs Media is the go-to strategic communications partner for organizations with high-stakes challenges. Ron is a veteran communicator, message master, smartest strategist, and level headed in a crisis.

In this episode, Chris and Ron discuss:

1. Why Financial Advisors Should Educate, Not Just Advise

2. Winning Client Trust

3. Using Service to Build Stronger Client Relationships

4. How Effective Communication Gives Financial Advisors a Competitive Edge

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

Company LinkedIn: https://www.linkedin.com/company/sachs-media-group/ 

Website: https://sachsmedia.com/ 

Twitter: https://x.com/ronsachsfla?lang=en 

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

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.