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

Bryan Montemurro (https://www.linkedin.com/in/bryanmontemurro/) is a Certified Financial Planner™ at Two West Advisors, which offers services to employer-sponsored retirement plans, financial wellness programs, and wealth management clients. Alongside his Two West family is his role as a Financial Coach at GoalPath Solutions, LLC., an independent RIA, and serves over $1.5B in retirement plan assets. Formed in 2018, GoalPath Solutions was recognized by the Financial Times as one of America’s Top 401 Retirement Plan Advisers and also received 401(k) Specialist Magazine’s Top Advisor by Participant Outcomes (TAPO) Award for the month of October.

In this episode, Chris and Bryan discuss:

1. How to Build Trust and Ease Client Concerns

2. Understanding and Assisting High-Net-Worth Clients with Anxiety

3. Webinar Strategies That Work

4. Financial Health Meets Wealth

LinkedIn: https://www.linkedin.com/in/bryanmontemurro/ Company LinkedIn: https://www.linkedin.com/company/two-west-companies/ https://www.linkedin.com/company/goalpath-solutions-llc/

Website: https://twowestadvisors.com/who-we-are/               https://www.goalpathsolutions.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/  

Amy Spandau (https://www.ablazefinancial.com/) is the founder of Ablaze, a company dedicated to bringing big business accounting and finance expertise to smaller, growing businesses and founders. With over 25 years of experience in public accounting and as an executive for large, international public companies and start-ups, Amy recognized the challenges that start-ups and small business owners face. She realized that they are often expected to have extensive knowledge across multiple areas, despite lacking the necessary training and specialization. This insight led her to establish Ablaze, where she leverages her deep expertise to support businesses in navigating the complexities of finance and accounting, empowering them to focus on growth and success.

In this episode, Chris and Amy discuss:

1. Building Your Business Health Check Habit

2. Decoding Cash Flows

3. Why Enjoying Your Work Leads to Financial Prosperity

4. Beyond the Balance Sheet: Emotional Resilience in Finance

LinkedIn: https://www.linkedin.com/in/amy-spandau-1b624a5/ 

Company LinkedIn: https://www.linkedin.com/company/ablaze-financial-inc/ 

Website: https://www.ablazefinancial.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/⁠⁠  

2- Focusing on Elite Athletes and Professional Athletes

3- Financial Advice for Elite Athletes

4- Long-Term Investment Strategies

Website: https://palisadeinvestments.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/  

Ann Austin (https://www.raymondjames.com/annaustin/) is a Financial Advisor at Raymond James. She professionally serves her community in Retirement, College, and Estate Planning. She holds designation as Accredited Investment Fiduciary, AIF® and Accredited Asset Management Specialist, AAMS® Ann Austin began her career with Regions Investments in 1998, which later merged with Morgan Keegan and then Raymond James.

In this episode, Chris and Ann discuss:

1. Unlocking Niche Markets

2. The Power of Referrals

3. Women in Finance

4. The Emotional Side of Financial Advising

LinkedIn: https://www.linkedin.com/in/ann-austin-ab9566187/ 

Website: https://www.raymondjames.com/annaustin/ 

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/⁠⁠⁠  

X: https://x.com/markscribnerBos

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

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/  

Robb Fahrion (https://www.flyingvgroup.com/) is the architect of Digital Dreams and Co-Founder of Flying V Group. In the bustling heart of the digital realm, where innovation meets execution, Robb Fahrion stands as a beacon of visionary leadership and unparalleled expertise in holistic marketing strategy and SEO. As a founding partner of Flying V Group, Robb, alongside his brother Tyler and Brennan Smith, embarked on a journey in 2016 to not just create another digital marketing agency, but to forge a legacy of excellence and transformation for businesses across the spectrum.

In this episode, Chris and Robb discuss:

1. How to Turn Stranger Connections into Lifelong Clients

2. Webinars That Convert

3. How to Use LinkedIn to Attract High-Value Clients

4. Mastering Email Drip Campaigns

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

Twitter: https://x.com/robbfahrion 

Instagram: https://www.instagram.com/robbfahrion Websites:Flying V Group: 

https://www.flyingvgroup.com/ Fahrion Group Investments, Inc.:    https://www.fahriongroup.com/

Fee Free Pros:

https://feefreepros.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/  

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/