What Are You Working Towards?

By Chris Brodhead

Chris Brodhead interviews founders, marketing directors, filmmakers, and other fascinating people about the goals that drive them to create. Each episode ends with one big question: What are you worki... more

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FAQs about What Are You Working Towards?:

How many episodes does What Are You Working Towards? have?

The podcast currently has 217 episodes available.

What Are You Working Towards? episodes:

May 07, 2024 #43 Wealth Management Essentials w/ David McClellan, Partner, Forum Financial Management, LP
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
David McClellan (https://www.forumfinancial.com/profile/david-mcclellan/), shares his journey from a technology and consulting background to establishing a successful financial advisory practice with Forum Financial. McClellan highlights his approach to adding value as a fiduciary, the importance of relationships, leveraging personal passions for business growth, and the shift towards virtual client engagements.
In this episode, Chris and David discuss:
1. Authenticity in Advisor-Client Relationships
2. Using A Client-Centric Approach
3. Overcoming Retirement Fear
4. The Importance of Building Virtual Relationships
LinkedIn: https://www.linkedin.com/in/davidmcclellan/ Website: https://www.forumfinancial.com/
Twitter: https://twitter.com/wethorn
Articles: https://www.kiplinger.com/author/david-mcclellan
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.
...more
54min
April 26, 2024 #40 Finding Wealth in Personal Stories w/ Damon King, CFP, ChappelWood Financial Services
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠https://UHNWC.com/⁠⁠
Damon King (https://www.linkedin.com/in/millionaireadvisor/), is a certified financial planner and wealth manager at Chappelwood Financial Services. King shares his journey from struggling with credit card debt in his early twenties to becoming a successful financial advisor dedicated to helping people achieve financial security. He emphasizes the value of providing genuine help to clients and the impactful role of passion in achieving personal and professional success. The episode also touches on King's background in entertainment and its influence on his financial advising career.
In this episode, Chris and Damon discuss:
1. The Journey from Passion to Success
2. Tips for New Advisors
3. The Power of Storytelling in Finance
4. Providing Value Before Seeking Returns
LinkedIn: https://www.linkedin.com/in/millionaireadvisor/
Website: https://www.chappelwood.com/
Twitter: https://twitter.com/damonmking1
Facebook: https://www.facebook.com/damon.king.5439/
Radio Show: https://www.financialdiva.com/radio-show
Podcast:
https://hubhopper.com/podcast/its-all-about-the-money-honey/46539
https://podcasts.apple.com/us/podcast/its-all-about-the-%24money-honey/id1128500472

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.
...more
49min
April 22, 2024 #42 The Wealth Management Playbook w/ Mathew Filik, Certified Financial Planner, Clear Focus, LLC
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Mattew Filik (https://www.clearfocusfinancial.com/⁠), is a certified financial planner from Clear Focus LLC. Matt shares his journey in the financial advisory field, starting in 2009, building a team, and managing $300 million in assets. The discussion covers the importance of celebrating milestones, offering a diversified service model, and maintaining a team approach to manage client relationships and expectations.

In this episode, Chris and Matt discuss:
1. Strategies for calming clients
2. Significance of the advisor-client relationship
3. Adapting to clients' evolving interest
4. The Future Shift in Wealth Management Preferences
LinkedIn: https://www.linkedin.com/in/matthewfilik/
Website: https://www.clearfocusfinancial.com/
Facebook: https://www.facebook.com/ClearFocusFinancialInstagram: https://www.instagram.com/clearfocusfinancial/
Books Mentioned:
https://www.amazon.com/Unreasonable-Hospitality-Remarkable-Giving-People/dp/0593418573
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.
...more
48min
April 08, 2024 #41 From The Frontlines to Finance w/ Meredith Schneider, Founder, Schneider Wealth Management
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠⁠https://UHNWC.com/⁠⁠⁠
Meredith Schneider (https://www.schneiderwealth.com/), is the founder of Schneider Wealth Management. Meredith has been in the financial industry for 26 years and discusses her unique path from serving in the army to becoming a prominent financial advisor. She highlights her transition to independent advising, the importance of digital marketing, and offers insights for women in the finance industry. The conversation also touches on Meredith's dedication to continuous personal and professional growth.
In this episode, Chris and Meredith discuss:
1. Gender Dynamics in the Army vs. Financial World
2. The Evolution of Work-Life Balance
3. The Unexpected Reach of Digital Footprints
4. Content Strategies for Advisors
LinkedIn: https://www.linkedin.com/in/meredith-schneider-cfp-wealth-management/
Website: https://www.schneiderwealth.com/
Twitter: https://twitter.com/mhschneider
Instagram: https://www.instagram.com/schneiderwealth
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.
...more
39min
April 01, 2024 #39 Translating Military Discipline into Financial Success w/ Chris Manske, President, Manske Wealth Management
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠https://UHNWC.com/ ⁠⁠
Chris Manske (https://manskewealth.com/), shares his journey from a military background to establishing his own successful RIA. Manske shares his experiences, emphasizing discipline learned from the military, targeting niche markets, the importance of mentorship, and strategic client and partner relationship building. Manske also shares his strategies for practice growth, highlighting a focus on distinct client demographics like consultants and athletes, along with a discussion on the trials of transitioning from a wirehouse to an independent firm and the essential philosophy of hard work and perspective.
In this episode, Chris Brodhead and Chris Manske discuss:
1. Maximizing Your Networking Potential
2. The Baker's Dozen Approach To Networking
3. Choosing Your Advisory Path: Mentorship or Independence?
4. A Veteran's Perspective on Hard Work
LinkedIn: https://www.linkedin.com/in/crmanske/
Website: https://manskewealth.com/
Facebook: https://www.facebook.com/ThePreparedInvestor/
Twitter: https://twitter.com/ManskeWealth
Chris’s Book: https://manskewealth.com/prepared-investor-book/
Article: https://ceoworld.biz/author/christopher-manske/

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.
...more
54min
March 25, 2024 #37 From Flight to Finance: Mastering Wealth Management w/ Paul Carroll, CEO, Avion Wealth, LLC
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠
Paul Carroll (https://www.avionwealth.com/) is the CEO of Avion Wealth, LLC, and a highly successful financial advisor managing over $750 million in assets. He shares insights from his early days, his time in the Air Force, his education, his disillusion with traditional finance roles, and how he eventually found his calling in creating a consultative financial advisory firm. He discusses the importance of mentorship, his firm's pivot during the 2008 recession, and how targeting C-suite executives and successful business owners with a growth mindset became the key to his success. Carroll also covers the significance of content marketing, establishing credibility, the role of professional networks like EO in business growth, and his commitment to providing value beyond traditional financial advising.
In this episode, Chris and Paul discuss:
1. Understanding Multiple Markets in Wealth Management
2. Attracting C-Suite Clients
3. Facts On Entrepreneurship
4. Building Trust and Relationships with Business Owners
LinkedIn: https://www.linkedin.com/in/pauljcarroll/
Website: https://www.avionwealth.com/
Twitter: https://twitter.com/AvionWealth/status/1565376475662090241
Instagram: https://www.instagram.com/avionwealth
Paul Carroll’s Books: https://www.amazon.com/stores/author/B01DOLTGPG/allbooks?ingress=0&visitId=b6c4f7fb-b329-484b-b52b-05cbcbeaff74

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.
...more
45min
March 13, 2024 #36 The Evolution of Personalized Financial Planning w/ Franklin Parker, Founder, Directional Advisors
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/

Franklin J. Parker (https://directional-advisors.com/⁠) is a financial advisor with a unique background. Franklin shares his journey from growing up on a cattle ranch and pursuing a music degree to accidentally becoming a financial advisor during the 2008 financial crisis. Despite facing challenges, Franklin stuck with finance and developed a passion for providing hyper-customized investment management and financial planning. He discusses the transition from traditional financial advising towards a goals-based approach that caters to individual client needs. Franklin also talks about his experiences working in a family office, the importance of meaningful conversations with clients, and how entrepreneurship is a powerful force.

In this episode, Chris and Franklin discuss:
1. Challenges in Financial Planning and Scalability
2. The Power of Hiring Experts
3. Navigating the Complexity of Business Ownership
4. The Art of Networking: Beyond Who You Know

Books Mentioned:
1- The Sun Also Rises by Ernest Hemingway (https://www.amazon.com/Sun-Also-Rises-Ernest-Hemingway/dp/0743297334)
2- For Whom The Bell Tolls (https://www.amazon.com/Whom-Bell-Tolls-Ernest-Hemingway/dp/0684803356)

LinkedIn: https://www.linkedin.com/in/franklinparker/
Website: https://directional-advisors.com/
Twitter: https://twitter.com/FranklinParker1
Twitter (company): https://twitter.com/DirectionalAdv
Research: https://franklinparker.com/research/

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.
...more
55min
March 04, 2024 #35 Disrupting the 401K Industry w/ Daniel Beck, Co-Founder, 401GO
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Daniel Beck (https://401go.com/), CEO and co-founder of 401GO shares the creation of his company, and the complex and time-consuming process of setting up a 401k for businesses. How it serves as a marketing tool for financial advisors. Dan shares his journey, from his entrepreneurial start to the creation of a business, explaining the need to realign the incentives in the industry and bring financial wellness to the masses. Further, Dan emphasizes the importance of having a solid support network, such as a partner or mentor, when starting a business.
In this episode, Chris and Daniel discuss:
1. The Value of Taking Risks in Entrepreneurship
2. Embracing Frugality for Entrepreneurial Freedom
3. Navigating Entrepreneurship with Family Life
4. Rethinking Retirement and 401k
LinkedIn: https://www.linkedin.com/in/danielgbeck/
Website: https://401go.com/
Twitter: https://twitter.com/401GOtoday
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.
...more
56min
February 25, 2024 #30 Empowering Boomer Women With Financial Planning w/ Haleh Moddasser, Partner, Stearns Financial Group
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Haleh Moddasser (https://stearnsfinancial.com/), is a managing partner and senior wealth advisor at Stearns Financial Group. Haleh shares the unique financial needs of boomer women, particularly those going through a 'gray divorce'. She shares her passion for empowering this underserved demographic, addressing the unique concerns these women may have, and the importance of helping them recognize the power of their wealth.
In this episode, Chris and Haleh discuss:
1. Understanding the Financial Needs of Boomer Women
2. The Impact of Gray Divorce on Boomer Women
3. The Importance of Financial Planning in Gray Divorce
4. Building a Community for Boomer Women
LinkedIn:
https://www.linkedin.com/in/haleh-moddasser-cpa-1509a126/
Website: https://stearnsfinancial.com/https://halehmoddasserauthor.com/Facebook:
https://www.facebook.com/stearnsfinancialgroup/
Article:
https://www.prnewswire.com/news-releases/stearns-financial-groups-haleh-moddasser-releases-book-update-guiding-women-through-gray-divorce-301738795.html

Haleh's Book:
https://www.amazon.com/Gray-Divorce-Silver-Linings-Financial/dp/099844510X
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.
...more
28min
February 18, 2024 #33 Decoding the Dynamics of Financial Marketing w/ Marsha Posset, Director of Marketing, Fragasso Financial Advisors
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Marsha Posset (https://www.linkedin.com/in/marshaposset), Director of Marketing at Fragasso Financial Advisors shares the importance of developing effective financial advisor practice growth strategies and the role of marketing in this process. Marsha shares insights about the evolution of marketing in the financial industry, the value of identifying target clients, and the power of content creation in building relationships with clients. She also gives valuable tips on choosing marketing tactics that align with clients' interests and behaviors while emphasizing the significance of personal touch in client relationships.
In this episode, Chris and Marsha discuss:
1. How to Capture the Senior Citizens Market
2. Strategies for Effective Email Marketing and SEO
3. Advertising Through Seminars
4. Streamlining Your Financial Advisory Practice
LinkedIn: https://www.linkedin.com/in/marshaposset
Website: https://www.fragassoadvisors.com/
Twitter: https://twitter.com/marshaposset
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.
...more
52min

FAQs about What Are You Working Towards?:

How many episodes does What Are You Working Towards? have?

The podcast currently has 217 episodes available.