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

Ophir Gadot (https://furlough.com/) a 40-year-old father of two, is a seasoned entrepreneur with a diverse portfolio of achievements and is the Co-Founder of Furlough. He has founded four startups and two marketing agencies, one in Israel and one in the US. With 14 years of experience, Ophir has been actively involved in advising and collaborating with both his startups and third-party ventures, as well as e-commerce businesses. His expertise spans entrepreneurship, marketing, business development, and strategic relationships.

In this episode, Chris and Ophir discuss:

1. Bootstrapping vs. Raising Capital

2. How to Avoid Becoming a Slave to Your Business

3. How to Turn Your Idea Into a Profitable Business

4. The Art of Partnering

LinkedIn: https://www.linkedin.com/in/ophir-gadot/ 

Website: https://furlough.com/ 

Twitter: https://x.com/ophirga 

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/  

Courtney Kehl (https://www.expertmarketingadvisors.com/) is a passionate marketing leader with over 15 years of experience in demand generation. With a background that spans high-growth startups, public enterprises, and mature companies, Courtney has played a pivotal role in transforming seed round startups into thriving businesses. Now, as an agency owner, she continues to leverage her expertise to build successful companies that scale profitably and, in some cases, through acquisition.

In this episode, Chris and Courtney discuss:

1. Scaling the Marketing Mountain: How Wearing Multiple Hats Prepares You

2. Mastering Client Retention

3. Surviving Mergers & Acquisitions

4. Retainer vs. Project-Based Work

LinkedIn: https://www.linkedin.com/in/courtneykehl/ LinkedIn Company: https://www.linkedin.com/company/expert-marketing-advisors/ 

Website: https://www.expertmarketingadvisors.com/ 

Twitter: https://x.com/courtneykehl1?lang=en 

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 Rice (https://kaleidico.com/) is a seasoned entrepreneur, executive, and investor with over 20 years of experience in the online lead generation and consumer experience industry. With a proven track record of creating, growing, and selling innovative companies and platforms, Bill has established himself as a leader in his field. Currently, he is the Founder and Chief Revenue Officer of Kaleidico, a digital marketing agency that specializes in helping mortgage lenders and law firms develop effective lead-generation strategies.

In this episode, Chris and Bill discuss:

1. Why Your Startup Name Doesn't Need to Be Perfect

2. Why Agencies Need to Focus on Results, Not Just Pretty Pictures

3. Lessons Learned from the Mortgage Meltdown

4. Leveraging Crises for Growth

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

Website: https://billricestrategy.com/ 

               https://kaleidico.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/  

Scott Carlson (https://vgsny.com/) is the Founder and Chief Creative Officer at Van's General Store, a creative collective and modern agency that brings together best-in-class creatives and strategists to produce exceptional advertising, brand content, films, and high-quality narratives for brands.  At Van's General Store, Scott and his team specialize in crafting master narratives through giant story arcs, developed meticulously over time to generate significant impact and momentum for their clients.

In this episode, Chris and Scott discuss:

1. Reinventing Brand Solutions: Embracing a Maker's Culture

2. The Role of Storytelling in Branding

3. Why Creative Freedom Leads to Business Success

4. How to Keep Your Brand Relevant in a Shifting Market

LinkedIn: https://www.linkedin.com/in/scott-carlson-70994918/ 

Company LinkedIn: https://www.linkedin.com/company/van's-general-store/ 

Website: https://vgsny.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. Building a Consulting Business

3. The Birth of Apartment Hacking

4. Future Goals and Personal Philosophy

Website: https://renter.digital/

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

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

In this episode, Chris and Donald discuss:

1. From Free to Fee: Maximizing Client Interaction

2. From Wirehouse to Independence

3. The Importance of a Crisis Management Plan

4. Manage a Financial Planning Practice Like a Business

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

Company LinkedIn: https://www.linkedin.com/company/independent-wealth-connections/ 

Website: https://www.independentwealthconnections.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/ ⁠⁠⁠

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

Website: https://www.compassiowa.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/  

After working as an in-house and agency marketer, Meg Scarborough (https://megawattcontent.com/) founded Megawatt Content Marketing in 2015. She has over 9 years of experience in marketing. Meg specializes in content strategy and execution and particularly enjoys developing brand messaging and helping clients tell their stories through case studies and long-form content. 

In this episode, Chris and Meg discuss:

1. How Generative AI is Reshaping SEO Strategies

2. Navigating Niche Markets

3. Balancing Innovation and Marketing in Deep Tech

4. The Intersection of Tech and Content

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

Website: https://megawattcontent.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/

Kara Smith Brown, CEO and Founder of Lead Coverage shares her journey from working at Echo Global Logistics to founding her own go-to-market consultancy specializing in supply chain and logistics. She discusses the significance of niche marketing, the importance of having a clear point of view, and the strategies that have led to her company's rapid growth to nearly $10 million in revenue. Kara also touches on her goals of achieving total freedom, both financially and personally, and offers insights on how to scale a business effectively.

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

Twitter: https://x.com/_leadcoverage

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

⁠Matthew Miller, is an experienced financial advisor and founder of Upleft. Matt shares his journey into the financial advisory world, the heartfelt story of helping his mother after his father's passing, and the invaluable lessons he's learned along the way. Matt and Chris explore the importance of personal connections with clients, strategies for balancing emotional and financial needs, and the benefits of the RIA business model.