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. 

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

Robert Royer (https://buildingbrandsmarketing.com/) is the Founder/President of Building Brands Marketing, a local marketing consulting agency in downtown Victoria, TX. For over 15 years, Royer has worked in leadership positions for companies across South Texas, excelling in marketing and sales. Royer founded the firm in 2018, utilizing his industry knowledge and personal customer service values to create marketing strategies for small—to medium-sized businesses.

In this episode, Chris and Robert discuss:

1. The Why Behind Sustainable Business Growth

2. Core Values and Client Retention

3. Expanding in Niche Markets

4. Using Personal Setbacks as Catalysts for Business Growth

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

Company LinkedIn: https://www.linkedin.com/company/building-brands-marketing/ 

Website: https://buildingbrandsmarketing.com/ 

Facebook: https://web.facebook.com/robert.royer.1000/?_rdc=1&_rdr 

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

Twitter: https://x.com/buildingbrands6?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/

Ryan Christiansen and Vikas Khorana, co-founders of Intuitive Digital. The duo shares their journey from founding Intuitive, their approach to navigating the digital landscape, and how they leverage technology to serve their clients. They discuss the importance of partnership, family support, and evolving with the industry's rapid changes. Learn about their business philosophy, unique service offerings, and the role of AI in their operations, which aims to foster growth and innovation.

In this episode, Chris, Ryan and Vikas discuss:

1. Building a Successful Partnership

2. Ideal Clients and Business Philosophy

3. Exciting Industry Developments

4. Future Goals and Vision

Company LinkedIn: https://www.linkedin.com/company/ntooitive/

Website: https://www.ntooitive.com/

Vikas: https://www.linkedin.com/in/vikas-khorana-87799920/

Ryan: https://www.linkedin.com/in/ryan-christiansen-a794564

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/⁠ 

Connor Emma, is the CEO & Founder of BOOP. At 29, Connor has established himself in the tech and crypto space, discussing his career path from working at Coinbase to starting a tech venture and crypto investment fund. He shares insights on DeFi and its potential to democratize financial access, as well as his latest project, BOOP—a platform aimed at simplifying international money transfers using stablecoins. Tune in to explore Connor's thoughts on the future of finance and his vision for a more inclusive digital economy.

In this episode, Chris and Connor discuss:

1. The Journey to Coinbase and Crypto

2. Leaving Coinbase and Starting Boop

3. The Future of Crypto and Financial Systems

4. Connor's Future Plans and Closing Remarks

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

Website: https://www.tryboop.com/

https://rcsv.xyz/

Twitter: https://x.com/tryboop

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/  

Dan Khabie (https://courtavenue.com/) is a Co-Founder and General Partner of CourtAvenue. He launched his career in business transformation in 1997 with the creation of Digitaria, an award-winning digital media agency with a roster of clients that included Dreamworks, ESPN, the NFL, and Qualcomm, among others. Dan’s oversight includes all of CourtAvenue’s client relationships, as well as identifying new business acquisitions.

In this episode, Chris and Dan discuss:

1. Guiding Entrepreneurs Through the Exit

2. Evaluating Acquisitions Through People

3. Rebuilding After Corporate Leadership

4. When Saying 'No' Becomes a Skill

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

Company LinkedIn: https://www.linkedin.com/company/courtavenue/ 

Website: https://courtavenue.com/ 

Twitter: https://x.com/khabie 

Article: https://sandiegomagazine.com/everything-sd/courtavenue-digital-agency-san-diego/ 

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/  

Ryan Davis (https://peoplefirst.cc/) is the Chief Operating Officer and Co-Founder of People First, a precision creator marketing agency. He is a creative executive with over two decades of experience in advising and executing strategies for brands, agencies, startups, nonprofits, and political campaigns. He specializes in marketing, digital strategy, business development, partnerships, influencer marketing, and thought leadership.

In this episode, Chris and Ryan discuss:

1. The Power of Client Stories

2. Shifting to Influencer Marketing

3. Maximizing Referral Marketing

4. The Ins and Outs of Political Marketing and Campaigns

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

Website: https://peoplefirst.cc/ 

Linktr.ee: https://linktr.ee/ryannewyork 

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

Twitter: https://x.com/RyanNewYork?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor 

Facebook: https://web.facebook.com/RyanJDavis/?_rdc=1&_rdr 

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/  

Liudmila Kiseleva (https://rampiq.agency/) is a dynamic online marketing professional with over 15 years of experience, renowned for her insatiable appetite for knowledge and challenge in the B2B SaaS and IT sectors. As the CEO and Founder of Rampiq, a leading digital marketing agency, Liudmila is a serial female entrepreneur and a relentless growth driver, leading a team of over 20 talented professionals.

In this episode, Chris and Luidmila discuss:

1. How to Tap into High Net Worth Client Markets

2. Leveraging LinkedIn for Business Growth

3. The Role of Digital Marketing in Reaching High Net Worth Individuals

4. The Power of Client Referrals

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

Website: https://rampiq.agency/ 

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.