Ultra High Net Worth Clients with Chris Brodhead

Chris Brodhead
Ultra High Net Worth Clients with Chris Brodhead

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. 2D AGO

    #137 Leading Through Tech Disruption w/ David Anderson, Founder & CEO, Off Madison Ave

    David W. Anderson is the CEO & Founder of Off Madison Ave, a strategic marketing agency generating $2M+ in monthly revenue. With over 25 years of experience and four successful acquisitions under his belt, David helps companies thrive through innovation, team leadership, and high-impact decision-making. He also serves as Advisory Board Chair at LighthousePE and is the former Global Chair of the Entrepreneurs’ Organization (EO). In this episode, Chris and David discuss: Why visionary leaders must think five steps ahead How AI and global talent are reshaping business operations What separates A-players from support players in modern teams Why most companies are failing to adopt fast enough How to future-proof your business with the right tools and people Connect with David: LinkedIn Website Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram TikTok YouTube Facebook Twitter iTunes Spotify Website Work with us 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.

    29 min

  2. 3D AGO

    #138 Uber for Construction Logistics w/ Tarun Aleti, Co-Founder, PartRunner

    Tarun Aleti (https://www.linkedin.com/in/tarun-aleti/) is the Co-Founder & Chief Product & Technology Officer at PartRunner, a last-mile logistics platform helping construction, HVAC, electrical, and industrial companies move big and bulky materials with ease. With operations across 12 Mexican states and headquarters in Austin, PartRunner is scaling fast through technology, strategic fleet partnerships, and a first-mover advantage. In this episode, Chris and Tarun discuss: Why the “Uber for logistics” model is working in Mexico How to scale a last-mile delivery platform without owning any trucks What makes the big & bulky market so complex - and profitable The operational lessons from serving 50+ routes per day LinkedIn: https://www.linkedin.com/in/tarun-aleti/ Website: https://logistics.partrunner.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/4Guqegm2CVqkcEfMSLPEDrWebsite: 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.

    21 min

  3. 4D AGO

    #118 Building a Business, Not Just Selling Homes w/ Hilary Saunders, Co-Founder & Chief Broker Officer, Side

    Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Real estate rebel Hilary Saunders (https://www.side.com/) is a co-founder of Side and serves as its Chief Broker Officer. In this role, she’s on a mission to challenge industry norms and elevate standards for the Side Community and beyond. She brings 20 years of industry experience to the table. Before starting Side, she operated a boutique real estate brokerage and a law firm specializing in real estate transactions. She holds B.A. degrees in Communications, German, and Accounting from the University of San Diego, along with J.D. and LL.M. Taxation degrees from Golden Gate University. In this episode, Chris and Hilary discuss: 1. From Set-It-and-Forget-It to Hands-On Growth 2. Behind the Scenes of High-Performing Real Estate Businesses 3. Own Your Brand, Own Your Future 4. The Business Ownership Model LinkedIn: https://www.linkedin.com/in/hilaryhedemark/  Website: https://www.side.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.

    35 min

  4. JUN 13

    #79 Small Clients, Big Potential: Growing Wealth Together w/ Tim Newton, CEO & Wealth Manager, Newton Financial Solutions, LLC

    Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Tim Newton is the CEO & Wealth Manager at Newton Financial Solutions, LLC (https://www.newtonfinancialsolutions.com/). Newton Financial Solutions was born in 2007 when Tim and John Newton decided to pursue their dream of running a joint practice in the financial services industry. Tim wants to improve his clients’ lives by finding the right solution and encouraging them to be lifelong partners in their own financial plan. In this episode, Chris and Tim discuss: 1. Building Wealth by Putting People First 2. Client-Centered Advisory 3. Leveraging Referrals Without Solicitation 4. Keeping Clients for the Long Haul 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.

    32 min

  5. JUN 13

    #136 Why Founders Need Meditation More Than Funding w/ Dina Kaplan, Founder & CEO, The Path

    Dina Kaplan (https://www.linkedin.com/in/dinakaplan/) is the Founder & CEO of The Path, a global meditation training company helping high-impact leaders cultivate calm, clarity, and emotional freedom. Formerly a tech founder and Emmy-winning journalist, Dina shares how silent retreats, panic attacks, and startup burnout led her to a new mission: teaching modern mindfulness to those who need it most. In this episode, Chris and Dina discuss: 1- Why meditation is a superpower for entrepreneurs2- How trauma-informed mindfulness can unlock real growth3- The retreat in India that changed everything4- The surprising truth about what actually causes our suffering LinkedIn: https://www.linkedin.com/in/dinakaplan/Website: https://www.thepath.com/Instagram: https://www.instagram.com/dinakaplan/ The Path's Meditation Teacher Training program: thepath.com/teacher Subscribe to “Ultra High Net Worth Clients” on: Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@uhnwcWebsite: https://uhnwc.com Follow us on social:Instagram: https://instagram.com/ultrahighnetworthclientsTikTok: https://tiktok.com/ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcast Work with Chris: https://famousfounder.com/fa

    36 min

  6. JUN 13

    #119 Why Human Advisors Still Matter in the Age of AI w/ Vincent Van Doorn, Co-founder, i-Cthru

    Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" Vincent Van Dorn (LinkedIn), is a financial advisor and wealth manager with over 25 years of experience on Wall Street. Vincent shares his journey from the Netherlands to New York City, his transition into the financial sector, and the founding of his own wealth management boutique in 2013. He shares the cultural differences between the US and Europe, the challenges and rewards of starting a business, and the implications of AI and machine learning in the financial advisory industry. In this episode, Vincent and Chris discuss: Starting a Wealth Management BoutiqueInvestment Strategies and Client RelationsThe Impact of AI on Financial AdvisoryMethods for Finding Investment Opportunities Preferred Links: LinkedIn Website Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram TikTok YouTube Facebook Twitter iTunes Spotify Website Work with us 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.

    46 min

  7. JUN 11

    #132 Why Great Service Beats Performance Everytime w/ Mario Hernandez, CFP/Principal, Longevity Wealth Management

    Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Mario Hernandez (https://www.longevitywealthmanagement.com/) is a Certified Financial Planner™ with over 30 years of experience in retirement planning and wealth management. He helps individuals and families make informed financial decisions through his firm’s proprietary PulsePoint Formula, building multi-generational relationships rooted in trust and education. Mario writes monthly for Kiplinger and has been featured in Real Simple, NerdWallet, and U.S. News & World Report. He holds a Bachelor of Science in Accounting and Finance from Cal State University, Hayward, and a master’s in financial planning from Golden Gate University. In this episode, Chris and Mario discuss: 1. The Power of Focus: Stop Doing It All and Start Growing 2. Planning Over Performance: The Real Differentiator 3. Want Loyalty? Help with More Than Just Investments 4. The Best Advice Is the Advice You Live By LinkedIn: https://www.linkedin.com/in/mario-hernandez-cfp-1046735/  Website: https://www.longevitywealthmanagement.com/ Articles: https://www.kiplinger.com/author/mario-hernandez  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.

    43 min

  8. JUN 4

    #135 How Exceptional Service Is Disrupting Legacy ISPs w/ Jai Ramachandran, Founder & CEO, Wire 3

    Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Jai Ramachandran (https://www.linkedin.com/in/jai-r-392b08/) is the Founder & CEO of Wire 3, a fiber-to-the-home internet provider transforming customer expectations across Florida. With 20+ years in telecom, investment banking, and wealth management, Jai is building an ISP focused on one thing legacy providers forgot: service. In this episode, Chris and Jai discuss: 1. Why cable companies are losing customers by the thousands 2. How to build cheaper and scale faster by going in-house 3. The 10-minute customer response policy that drives loyalty 4. Automating everything from sign-up to install with Zapier LinkedIn: https://www.linkedin.com/in/jai-r-392b08/ Website: https://wire3.com/ Facebook: https://www.facebook.com/Wire3LLC 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/4Guqegm2CVqkcEfMSLPEDrWebsite: 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.

    33 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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