Ultra High Net Worth Clients with Chris Brodhead

Chris Brodhead
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Welcome to the Ultra High Net Worth Clients Podcast where Chris Brodhead interviews the most successful business owners in the world to hear exactly how they maximized their marketing, amplified their Assets, and CLOSED their biggest clients! I've been helping business owners to find more clients using cutting edge and wildly effective marketing strategies since 2012! If you are a business owner looking to grow your business this is the podcast for you!

  1. 1 DAY AGO

    #145 Building a Fiduciary Firm Clients Trust w/ Stephen Nelson, Partner and Senior Wealth Manager, Mills Wealth Advisors

    Stephen Nelson (https://www.linkedin.com/in/stephen-nelson-cfp/) is Partner & Senior Wealth Manager at Mills Wealth Advisors, guiding business owners through complex financial decisions with a $450 million AUM perspective. His fiduciary mindset, deep investment discipline, and process-driven approach turn entrepreneurial success into generational security. In this episode, Chris and Stephen discuss: Why a unanimous three-person investment committee beats knee-jerk trades The move from broker-dealer sales culture to true fiduciary service A simple referral prompt that fuels high-quality client growth Building 75 percent standardized, 25 percent personalized client experiences Connect with Stephen Website: https://www.millswealthadvisors.com/stephen-nelson/ LinkedIn: https://www.linkedin.com/in/stephen-nelson-cfp/ Instagram: https://www.instagram.com/smartmoneystephen Twitter: https://x.com/smartmoneysn YouTube: https://www.youtube.com/@SmartMoneyStephen TikTok: https://www.tiktok.com/@smartmoneystephen Facebook: https://www.facebook.com/StephenCFP Follow Ultra High Net Worth Clients & Host Chris Brodhead Website: https://www.ultrahighnetworthclients.com Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 YouTube: https://www.youtube.com/@uhnwc Instagram: https://www.instagram.com/ultrahighnetworthclients TikTok: https://www.tiktok.com/@ultrahighnetworthclients Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast DISCLAIMER The views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.

    24 min

  2. 6 DAYS AGO

    #144 From Higher-Ed to High-Value Planning w/ Nev Kraguljevic, Financial Planner, Elephant Corner Financial

    Nev Kraguljevic, MBA, CSLP® (https://www.linkedin.com/in/nevkraguljevic/) is a Serbian-born financial planner at Elephant Corner Financial who spent 25 years inside higher-ed before pivoting to personal finance. Today Nev combines deep knowledge of student-loan rules, small-business cash flow, and inclusive planning to help medical-practice owners, immigrants, and LGBTQ+ families convert six-figure debt into long-term wealth. In this episode, Chris and Nev explore: 1-From higher-ed career to fee-only planning pivot 2- Student-loan strategies for medical small-biz owners 3-“Value-first” sales method that makes prospects ask to sign 4-Serving LGBTQ+, immigrants & first-gen wealth builders Connect with Nev:Website: https://www.elephantcornerfinancial.com/ https://guidingwealth.com/nev-kraguljevic/LinkedIn: https://www.linkedin.com/in/nevkraguljevic/ Maximize your marketing, close more clients, and amplify your AUM by following us on:Instagram: https://instagram.com/ultrahighnetworthclientsTikTok: https://tiktok.com/ultrahighnetworthclientsYouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastiTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.comWork with us: https://famousfounder.com/fa DISCLAIMERThis content is provided by Chris Brodhead and Ultra High Net Worth Clients podcast (“UHNWC”) for general informational and educational purposes only. Nothing contained herein is, or should be construed as, individualized investment, legal, tax, accounting, or other professional advice, and it is not an offer to buy or sell—or a solicitation of an offer to buy or sell—any securities, financial instruments, or other investments. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results; historical returns, expected returns, or projections may not reflect actual future performance. Before making any financial decisions, you should conduct your own due diligence and consult a qualified professional who understands your specific situation, objectives, and risk tolerance. UHNWC, its hosts, guests, and associated entities expressly disclaim all liability for any direct or indirect loss or damage incurred by any person who relies on the information presented.

    37 min

  3. 1 JULY

    #139 Flat Fee vs 1 % AUM: The Future of Advice w/ Shawn Ballinger, Founder, Columbus Street Financial Planning

    Shawn Ballinger (https://www.linkedin.com/in/shawn-ballinger-cfp%C2%AE-30834513/) is the Founder of Columbus Street Financial Planning, an Ohio-based, fee-only RIA overseeing $100 M in assets. After two decades advising high-net-worth families, Shawn launched his own firm in 2019 to prove that comprehensive wealth management shouldn’t cost 1 % of a client’s portfolio. A U.S. Army National Guard veteran and past President of the FPA of Central Ohio, Shawn now serves 75+ households on a complexity-based flat fee—delivering full-spectrum planning without the sticker shock. In this episode, Chris and Shawn discuss: Scaling from zero clients to $100 M AUM in five years on a flat-fee model Pricing tiers by complexity—and knowing when to raise fees Organic growth through COIs, Kiwanis service, and community outreach Why 50 % of great advising is client education When a solo advisor should hire an intern, paraplanner, or full-time staff Connect with Shawn: LinkedIn: https://www.linkedin.com/in/shawn-ballinger-cfp%C2%AE-30834513/ Website: https://columbusstreetfin.com/ Email: shawn@columbusstreetfin.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 general information purposes only. It is not an offer to buy or sell any securities or investments. Investing involves risk of loss. Discuss all decisions with a qualified advisor, considering your goals, needs, and risk tolerance.

    29 min

  4. 27 JUNE

    #134 How a Side Hustle turned into a $300 Million Business w/ Brian Moran, Co-Founder & Chief Strategy Officer, SamCart

    Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Brian Moran (https://www.brianmoran.com/) is the CEO and co-founder of SamCart, a company that provides training products and tools to business owners looking to use facebook to grow their business or brand. Prior to founding SamCart, Moran was the CEO and founder of Get 10,000 Fans, a company that provided training products and tools to business owners looking to use facebook to grow their business or brand. Before Get 10,000 Fans, Moran was the CEO and founder of Train Baseball, a company that trained baseball players and coaches how to play the game of baseball better. In this episode, Chris and Brian discuss: 1. Bringing Fortune 500 Power to Everyday Entrepreneurs 2. Ditching Annual Goals for Weekly Wins 3. What Entrepreneurs Get Wrong About Productivity 4. Why Vision Matters More Than Strategy LinkedIn: https://www.linkedin.com/in/brian-moran-13836115/  Website (company): https://www.samcart.com/                (personal): https://www.brianmoran.com/ Facebook: https://www.facebook.com/followbrian/  Instagram: https://www.instagram.com/brianmoran13/  X: https://x.com/realbrianmoran  TikTok: https://www.tiktok.com/@samcartfounder  YouTube: https://www.youtube.com/@BrianMoranSC  Podcast: https://open.spotify.com/show/2sYCLoGePAGp0etV2OtI8F 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.

    40 min

  5. 26 JUNE

    #141 Turning Parking Lots Into Beautiful Power Plants w/ Scott Franklin, Founder & CEO, Lumos Solar

    Scott Franklin (https://www.linkedin.com/in/scott-franklin-7a653b19/) is the Founder & CEO of Lumos Solar, a Colorado firm turning carports, canopies, and facades into high-performance solar generators. A former professional rock climber, Scott now applies the same grit to building architectural solar that looks as good as it performs—powering brands like Porsche while keeping cars and people shaded. In this episode, Chris and Scott cover: How overhead solar carports can meet 100 % of U.S. power demand Why aesthetics—not tech—are the real barrier to solar adoption The business math that makes shade, energy, and EV charging a triple win Modular “solar-as-building-material” solutions for architects and owners Connect with Scott & Lumos Solar: Website: https://lumossolar.com LinkedIn: https://www.linkedin.com/in/scott-franklin-7a653b19/ X: https://x.com/scottfranklin 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 general information only. It is not an offer to buy or sell securities. Investing involves risk of loss. Always consult a qualified advisor before making financial decisions.

    26 min

  6. 26 JUNE

    #142 How Tech Is Reinventing the CPA–Client Relationship w/ David Snider, Founder & CEO, Harness Wealth

    David Snider (https://www.linkedin.com/in/sniderdavida/) is the Founder & CEO of Harness Wealth, a platform that pairs modern tax software with a curated marketplace of elite CPAs, financial advisors, and trust-and-estate professionals. After stints at Bain Capital and Compass—where he helped raise $300 M and reach a $1.8 B valuation—David set out to fix the fragmented tax experience for equity owners and growing businesses. In this episode, Chris and David cover: Why most founders miss huge tax-planning opportunities—and how Harness closes the gap The tech stack that lets CPAs spend less time chasing documents and more time advising Harness’s marketplace model: matching clients to vetted specialists without big-firm markups Lessons from Bain & Compass on scaling trust-based advisory businesses Connect with David & Harness Wealth: Website: https://www.harness.co LinkedIn: https://www.linkedin.com/in/sniderdavida/ X: https://x.com/davidsniderhw 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 for general information purposes only. This content is not intended to be and should not be construed as an offer to buy or sell any securities or other investments. Investing involves risk, including the possible loss of principal. Investors should be prepared to bear potential losses and should carefully consider their own investment objectives, risk tolerance, financial situation, and needs before making any investment decision. Past performance is not indicative of future results. Always consult with a qualified financial, legal, or tax professional before implementing any strategy discussed herein.

    22 min

  7. 26 JUNE

    #117 The Discipline of Stock Selection w/ Adrian Davies, President - Portfolio Manager, Woodstock Corporation

    Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Adrian G. Davies (https://www.linkedin.com/in/adriandavies1/) is the President and Portfolio Manager at Woodstock Corporation—In addition to providing portfolio management and financial consulting services for individual clients, Adrian G. Davies is the firm’s Chief Investment Officer and Chief Operations Officer. He also has analytical responsibilities for covering technology and business services stocks and directs the firm’s information technology strategy. In this episode, Chris and Adrian discuss: 1. Why Most People Ignore Portfolio Managers—Until They Don’t 2. Building Lasting Client Relationships in Wealth Management 3. Navigating Market Cycles 4. Word-of-Mouth Growth LinkedIn: https://www.linkedin.com/in/adriandavies1/ Website: https://www.woodstockcorp.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.

    32 min

  8. 26 JUNE

    #140 Training CEOs for the AI & Blockchain Era w/ Jerry Luftman, Founder, Global Institute for IT Management

    Jerry Luftman, Ph.D. (https://www.linkedin.com/in/luftman/) is Founder & Managing Director of the Global Institute for IT Management. After 22 years at IBM—culminating as CIO—he built one of the world’s largest Information Systems programs at Stevens Institute of Technology, then launched GIIM to close the leadership gap between fast-moving tech and slower-moving organizations. His Strategic Alignment Maturity Model is used by one-third of Global 1000 firms, and his annual IT-trends study is an industry benchmark. In this episode, Chris and Jerry cover: Why AI & blockchain projects stall—and the fixes that work The four leadership skills every technologist needs in 2025 Co-branding executive programs with universities and enterprises Using the Strategic Alignment Maturity Model to measure digital readiness Connect with Jerry: LinkedIn: https://www.linkedin.com/in/luftman/ Website: https://www.globaliim.com Books: https://www.amazon.com/Competing-Information-Age-Align-Sand-ebook/dp/B0054WBO3G?ref_=ast_author_mpb 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 general information only. It is not an offer to buy or sell securities. Investing involves risk of loss. Consult a qualified advisor before making decisions.

    18 min
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About

Welcome to the Ultra High Net Worth Clients Podcast where Chris Brodhead interviews the most successful business owners in the world to hear exactly how they maximized their marketing, amplified their Assets, and CLOSED their biggest clients! I've been helping business owners to find more clients using cutting edge and wildly effective marketing strategies since 2012! If you are a business owner looking to grow your business this is the podcast for you!

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